PageUp LMS Training

Adding a learning activity to a development plan

1. From your employee portal, navigate to About me > Development plan. 
2. The My development plan page displays an overview of the learning you have already undertaken or are currently completing. Mandatory tasks will appear at the top of the listing and will appear in the order of the most recently updated first, and the last updated at the bottom. This includes the following tabs indicating the status of any development activities:
   • In progress/upcoming: This includes any Suggested activities determined by your manager
   • Completed
   • Pending approval.
3. Select the Explore library button.
4. Browse the library to look for activities that align with your interests in development.
5. Select the card to view details of the activity.
6. For webinar and in-person activities, select Add to plan, then select either Book, Mark as in progress, or Mark as completed. For online/self-paced activities select Book to add it to your development plan or select Learn now to begin immediately.

Depending on the activity requirements, you may be able to select Learn now to undertake the activity immediately or be required to request approval first. For registrations to an event-based activity, you may not be able to select Mark as Completed until your registered event time has begun.

Adding a learning activity via a Performance review

1. From your employee portal, navigate to About me > Performance reviews. This will display a list of your performance reviews - past and present.
2. For the relevant performance review, select Open review.
3. Navigate to the Development plan screen.
4. Select Add development activities for this item.
5. Browse the library to look for activities that align with your interests of development.
6. Select the card to view details of the activity.
7. Select Add to plan, then select either Book, Mark as in progress, or Mark as completed.

Depending on the activity requirements, you may be able to select Learn now to undertake the activity immediately or be required to request approval first. For registrations to an event-based activity, you may not be able to select "Mark as Completed" until your registered event time has begun.

Note: You can add new learning activities related to your performance reviews, but you cannot add activities you've already completed, and each added activity will create a new registration that you can Book, Mark as in progress, or Mark as completed.

To complete an in-person or webinar learning activity:

1. From your employee portal, navigate to About me > Development plan
2. Select one of the following tabs to view the learning activities in that status: In progress/upcoming, Completed and Pending approval. 
3. Select the relevant learning activity to display details.
4. Use the Add to Plan dropdown menu to select
   • Book: Adds the activity to your development plan to indicate interest
   • Mark as in progress: Indicates you're currently working on the activity
   • Mark as done: Used for activities you've already completed (like private learning activities)
   • Request approval: Required when supervisor or instructor approval is needed before enrolling
   • Interested in this activity?: Contact the instructor to be added
5. Select Save.

To complete an online/self-paced activitiy:

1. When you are ready to begin the learning activity, select Learn now and follow the prompts.
2. Once completed, select Back to return to the Development plan page.
3. Provide feedback by rating the activity and entering any comments (optional).
4. Select OK.
5. Select Done to return to the My development plan page.

To view completed learning activities, select the Complete tab.

The Learn now button may still display within a completed activity. This is to allow for when employees need to complete the same activity multiple times, such as an annual recurring learning activity.

If a certificate is configured for the learning activity, a View certificate button will be displayed. This button allows employees to generate a printable certificate through self-service upon completing the learning activity.

1. From your employee portal, navigate to the About me menu, then select Development plan.
2. Using the status tabs: In progress/upcoming, Completed, and Pending approval, find the relevant learning activity.
3. Select the relevant learning activity to display details.
4. Select Remove activity, and a confirmation prompt will display. You should discuss this with your manager before removing any learning activities from your development.
5. Select Confirm.

Archived learning activities' registrations still appear on users' Development Plans to give learners a historical record of their learning.

Mandatory or admin managed activities can only be removed by a Learning Administrator.

1. Navigate to your Development Plan:
   • Select About me from the navigation bar at the top
   • Select Development plan from the dropdown menu
2. Locate the learning activity:
   • Go to the In progress / Upcoming tab
   • Select the learning activity you want to remove
   • This will open the learning activity information
3. Remove the activity:
   • Scroll to the bottom of the learning activity details
   • Select Remove
4. Confirm removal:
   • The system will ask you to verify that you want to remove the learning activity
   • Select Confirm to complete the removal

Important Note: Learning activities that are required by the university will automatically reinstate themselves on your development plan, even if you remove them.

Employees are able to create their own custom content to record their own development and have the option to publish these activities into the learning library to allow other employees to explore areas of interest.

1. Within the employee portal, select Create then Learning activity.
   
2. Select Private. This option is available to all users and will create a personalised private development activity that will only be available for that employee. Activities of this type will not be searchable in the learning library.
3. A blank learning activity template displays with the following available fields to complete:
   • Activity title: mandatory free text field.
   • Activity type: mandatory drop down selection.
   • Description: This is a Rich Text Editor (RTE) supported field.
   • Content: This is a Rich Text Editor (RTE) supported field.
   • Images: Select or drag to upload an image. For more information, see below.
   • Duration: Select the length of the activity from Minutes, Hours, or Days.
   • Requires renewal: On / Off. If On, then set the period of Days, Months or Years. The value must be greater than that set in the feature Expired Learning Reregister Days.
   • Cost associated: On / Off. If On, then complete the following: Currency; Activity cost; Cancellation cost; Other costs.
   • Linked competencies: select appropriate competencies.
4. Select the Add to plan button.
5. Select one of the display drop down items: Booked, In progress, Complete, Suggested to finalise the new learning activity.

What qualifies as a private learning activity?

Any development activity you've participated in outside the formal system, such as conferences, certification programs, career-related articles, LinkedIn Learning courses, or TED talks.

1. Receive the request:
   • You'll receive an email notification about the learning activity request
   • The email subject will be "You have a learning request to approve"
2. Access the learning activity:
   • Select the blue hyperlinked title of the learning activity in the email
   • This will take you directly to the specific learning activity page in the Learning Library
3. Make your decision:
   • Review the learning activity details
   • Select either "Approve" or "Decline"
4. Understand the finality:
   • Important: Once you make your choice, it cannot be undone
   • However, the learner can submit a new request if needed
5. Automatic notifications:
   • The system will automatically send an email to the learner with your decision
   • The approval status will be reflected on the learner's development plan

1. Access Your Team's Information
   1. Select My team from the navigation bar at the top
   2. Select Organizational chart
   3. This displays the hierarchy of your team (multiple levels will show if you're a second-level supervisor)

2. Navigate to Employee's Development Plan
   1. Locate the specific employee on the organizational chart
   2. Select Development plan in the employee's box
   3. This opens their development plan showing:
      • In process / Upcoming
      • Completed
      • Pending approval
      • Shared with me
3. Select a Learning Activity
   • Select Explore Library to use the Learning Library or Explore Events to browse by Learning Calendar
   • Select the title of the learning activity you want to assign
4. Choose How to Add the Activity
   • Book - Adds the activity to their plan without a specific time
   • Mark as in progress - If they've already started
   • Mark as done - If they've already completed it
   • Select a time slot - Use this if there's a specific event time
   • Suggest - Prompts a text box to explain why you're recommending it
5. Configure Activity Options
   • Make it mandatory: Toggle the bar to green and assign a due date
   • Add supporting documents: Attach items like goals or action plans
   • Send notification: Check the box to notify the employee (leave blank for no notification)
6. Confirm the Assignment
   1. Select Confirm
   2. A green confirmation bar will appear at the top of the Learning Library

Supervisors CANNOT:

• Add an employee to a waitlist
• Remove learning activities from an employee's development plan