What does the report do?
This report allows managers to quickly see what training their staff have been assigned and completed.
It's designed to answer the question "what training has Karl done?".
It doesn't show training that hasn't yet been assigned (unlike the Required Training report).
You can filter to find lists of people who have started, or completed training, and export that detail.
How do I use it?
The filtered data (people and trainings) is shown on the left side of the report.
There are lots of filters on the right side of the report to help you find the data you need.
E.g. you can apply filters like:
- Selecting one or more* trainings from the training list. E.g. select a few trainings and see peoples' completion.
- Selecting one or more people from the Employee list.
You can mix-and-match filters to get the data you're after.
Once you have filtered to see what you want you can see the detail in the data grid, and export that data.
* Ctrl + click will multi select/unselect. If you're not confident with filtering there's resources for you on the Basics of Power BI dashboards Wise Up! article.
Some gotchas
- Naming consistency. This data is a mix of Cornerstone training, older training from Canvas, and training manually entered by staff. So the 'same' training can appear under many different names.
- Multiple attempts. A person could have multiple entries for the same training e.g. they could be 'withdrawn' and 'complete' for the same training if they could not make their first booking. Or 'complete' and 'started' if they are midway through a second go.
What do the training statuses mean?
Registered. This person has been assigned/enrolled in the training but has not started it or recorded any progress.
Started. This person has been assigned/enrolled in the training and has started it.
Complete (TBC). This person has completed the training, and it's waiting on a manager or admin to confirm that completion.
Complete. This person has completed the training.
Where does the data come from?
This data comes from Cornerstone, refreshed once per day.
What data is included?
Data from the training record of employees that are currently employed. By default this is everyone in your reporting line (in Cornerstone). See below if you want more access.
Excluded is:
- People who have left.
- New starters (until the day after their first day).
- People that don't report up to you (unless you have been given special access).
- Some training done before mid-2019 (although this should only be for non-core/optional training courses).
How do I correct mistakes and make changes?
For anything to do with training assignments, completions etc contact the Workforce Development team in your entity. If WMS looks after the training for your entity that's learning@wisegroup.co.nz.
If you're seeing the wrong people (incorrect manager, team, or cost centre data) then see How to fix people with the wrong team, cost centre, or manager. Hint: this usually needs a Variation to Employment Agreement.
If you are seeing people who have left then make sure that you have completed a Leaving form.
Anything else - email cornerstone@wisegroup.co.nz or use the Cornerstone support request eForm.
Who gets access?
All managers (employees who have a current staff member reporting to them) should automatically get access to the report, and their reporting line.
If you need to check why someone doesn't have access then contact helpdesk@wisegroup.co.nz.
To request access request access for a non-manager or to add additional cost centres or teams raise a Data access request.
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