Harvard Training Portal | Search. Register. Watch. Track.

PeopleSoft Training Admin State of learning at Harvard PeopleSoft Training Admin Multiple and Disconnected Systems

How to I onboard a new employee? Step 1 – Log into PeopleSoft Labs Roster to add name to roster Step 2 – Allow a day for newly added people to show in your Harvard Training Portal roster, where you can assign additional training

And my role in each system? PeopleSoft Harvard Training Portal PI Roster Owner Alternate Manager, has a My Team Tab Lab Manager Roster Manager, LSO, Proxy Proxy, can go in as PI to see My Team tab ESCO, ROM Lab Director Data Extract Admin, can use reporting functions to oversee labs

Lab Rosters

Search for a lab

Lab Roster List lab personnel who require safety training here.

List of Required Trainings Every person listed on the Lab Roster tab will be assigned the course(s) chosen here.

List of Associated People These roles can also manage the roster Track personnel associated with the lab here. They will not be assigned training in HTP.

List of Roster Managers Roster Manager in PeopleSoft is the equivalent of Authorized User in TMS

Step 2 -To assign individual trainings, log into Harvard Training Portal Quick access to learning catalogs EH&S UC Training, IT Academy from the home page. Current learning on ME tab. Use GROUPS to view class content and participate in class discussions for courses that use groups. Short support videos and instructions will be available under announcements on the main panel.

MY TEAM – this is the view for the PI only People listed under Direct Team reflect HR relationships People listed under Alternate Team are Lab Roster personnel carried over from PeopleSoft lab roster management Out of compliance staff display on top, so a quick scan will tell you who’s on target for training. Assign training under Team Actions using Assign Learning.

But I am a Roster Manager – and I have no MY TEAM tab Select Proxy

Managers can view and assign training for their staff MY TEAM – this is the view for the PI only Managers can view and assign training for their staff Out of compliance staff display on top, so a quick scan will tell you who’s on target for training. Assign training under Team Actions using Assign Learning.

Assigning Learning To assign mandatory training search for the course you want to assign.

Assigning Learning In order to assign a mandatory class you need to select the Register radio button. You can expand the filters to search by course or class ID. You need to select a course and class. You can select multiple classes.

Assigning Learning You can view and assign training to any or all of your direct and alternate teams.

Mandatory Learning Icon (for the learner) Mandatory Icon

And yes, there are Notifications Added to plan Due Overdue -14 days + 30 days N

Recurring Course Once you complete the refresher, your progress will switch from In Progress to Successful and your expiration date indicates when you are due to renew the class. You can print your certificate of completion. An email will fire when the class is coming due again. In this example, you would be in compliance for a year after taking the training. You can also check the status in HTP at any time.

Managers can bookmark “favorite” reports they’ll run frequently. Reporting When a manager logs in to the Harvard Training Portal, they’ll click MY TEAM menu and select Analytics. Managers can bookmark “favorite” reports they’ll run frequently.

EH&S Training Manager – Training Overdue Report For every person on a Manager’s roster who has one or more mandatory courses assigned that are 30 days or more overdue, this report shows: the trainee the course information when they last completed the course (if applicable), when it is was due by how many days it is overdue The filter can be changed to meet your requirements. The report can then be scheduled to be emailed to you automatically.

Help with Harvard Training Portal and PeopleSoft Lab Rosters Who to contact? Help with Harvard Training Portal and PeopleSoft Lab Rosters TrainingPortalHelp@harvard.edu