Team management
This guide will help you to get set up, and manage the professional development of your team.
The Team management section of Develop is the main admin area. You can set staff up, amend staff details, download staff certificates and reset completed courses.
When you log in to your professional development system, find the My team button and click on Team Management.Ìý
Ìý
Ìý
At the top of the screen is a school chooser. If you are the administrator for a MAT you can choose which school you want to administer or choose all schools in your group.
You will also see the Table settings. This allows you to add and remove columns visible in the learners' table. These settings can be changed and saved to show what you want on your learners' table.
Ìý
Ìý
The Add user modal can be used to add individual users.
When your service is set up, the initial upload of learners is completed via the Upload users tool. From then on, administrators can add and edit that list.
For adding more than 10 users we recommend that you upload a spreadsheet via the Upload users tool in the My team button.
To create a new user, click the Add user button and populate the new learners’ details in the modal. Once you’ve added a learner, they’ll automatically receive a welcome email that will give them access to their learning.
Ìý
Ìý
You are also able to use the Search users bar to look for a specific staff member or a grouping.
You can also use the Export users button to generate a report of all your user data.ÌýThe report can be filtered before exporting by the user, job title, location, department and activity.
The Issues warning sign highlights any actions that require attention. Click Reset failed questionnaires to view the failed questionnaires. Learners have six attempts to pass their questionnaires to complete their courses. If they fail all six attempts they will be put on hold and you will be notified so that you can reset them. Once you are in the Reset failed questionnaires button, select the staff member (along with the course they have done) that has failed and click Reset questionnaires at the bottom of the page.
Ìý
Ìý
Back to the Team management page, you will see the Manage learners menu. Within this, two options will show; Add/edit learners and Manage group options.
Add/edit learners will return you to the main Team management page.Ìý
Manage group options allows you to create and edit groups. You can add these groups to the user upload spreadsheet and they will pre-populate. These groups include job title, department name, location and custom groups.
Ìý
Ìý
Next to the Manage learners menu, you can see the Tools menu. In here you have four options; Reset user courses, Resend welcome emails, Download certificates by course and Settings and notifications.
In the Reset user courses area, you can find courses that your staff have done to reset for everyone. This means the same version or an updated version of that course can be completed.
Ìý
Ìý
Resend welcome emails can be used to help staff, that didn't manage to log in originally, get into the system. Please note: this will send a new welcome email to all staff with accounts in Develop (that are kept in the Team management area).
The Download certificates by course option allows you to download a specific course certificate during a specific time period. Alternatively, you can tick the All courses box to download all certificates for all courses during the time period. Select the dates you want to download the certificates for using the From and Until calendar icons and click the Submit request button.
Ìý
Ìý
Finally, from the Tools menu, the Settings and notifications area allows you to change your email notificationsÌýandÌýin-platform notifications (kept in the bell icon in Develop).
Down the right-hand side of all of your staff members in Team management, you will see three dots (indicating that Actions can be made). Within this you will see up to five actions that you can take:
- Edit user
- View user profile
- Move organisation
- Resend welcome email
- Grant/Revoke admin rights
Ìý
Ìý
Edit user allows you to edit the user and organisation details of your users. Please note: the user name cannot be changed as this is the unique identifier for the user. If you need to edit your learner’s username, please email customer support at staffmanagementsupport@tes.com.
Ìý
Ìý
View user profileÌýis a summary of the current learner. This page displays:
- The learner's email address, school, and the last time they logged in
- Study plans assigned to them
- Course completions in the last 12 months
- Courses in progress and their status
From here, you can:
- Resend the welcome email to a specific member of staff
- Reset a course for an individual user
- Download all of their course completion certificates in a zipÌýfile
- Download all of their course completions as a single PDF list
Ìý
Ìý
To reset a course for a specific staff member, click on the user profile and click on Completed courses at the bottom of the page. Here you will see a list of their completed courses for you to click Course reset.
Use the Move organisation tool to shuffle staff into different schools within your MAT.
Use the Resend welcome email action to send through the welcome email to that specific staff member.
Use the Grant/Revoke admin rights button to give or take away the selected user admin rights. This means they will (or no longer) be able to see the My team button and all the admin functions within that.
Need more support? Contact us atÌýstaffmanagementsupport@tes.com
