Team Management#

People Tab#

A table of every employee. In addition to the standard employee columns, two summary columns are shown:

• Assignments — chips counting that person's Projects and Engagements.
• Training — a chip showing completed-versus-total training (for example, 2/3). The chip turns green when all assigned training is complete, yellow when partly complete, and grey when none is done. A dash (—) means there is no training assigned.

Click any row — or either summary chip — to open a side panel for that employee. The panel shows:

• Identity — name and role, with a Full Profile link to open their HRIS profile.
• Projects — each project the person is on, with its code, client, their member role, and status.
• Engagements — each engagement they're on, with code, client, member role, and status.
• Training — each training course they're enrolled in, with the team, completion date (if completed), and status.

Items in the panel are clickable shortcuts to the related project, engagement, or training course.

Teams Tab#

A grid of cards, one per team, each showing the team name and its member count. Click a card to open that team's detail page.

If no teams exist, the tab shows: "No teams found. Create teams in Manpower › Team Management first."

Training Tab#

A company-wide grid of every training course across all teams. Each course card shows its title, the team it belongs to, an optional description, how many people are enrolled and how many have completed, a completion percentage, and any role-scope tags. Click a card to open that course.

A New Training Course button at the top opens the create form (see Creating a Training Course).

Workload Tab#

A table of each team member and their task workload:

• Member — the person's name.
• Role
• Department
• Active Tasks — count of open tasks.
• Completed — count of completed tasks.
• Overdue — count of overdue tasks (highlighted when above zero).
• Completion Rate — a progress bar with the percentage.

If the team has no members, the tab shows: "No members in this team yet."

Training Tab#

A grid of the team's training courses, each card showing the course title, optional description, enrolled and completed counts, a completion percentage, and role-scope tags. Click a card to open the course.

An Add Training Module button at the top opens the create form for this team (see Creating a Training Course).

Members Tab#

A read-only table of the team's members:

• Name
• Position
• Department
• Joined — the date the person joined the team.

Members are managed elsewhere. If the team is empty, the tab shows: "No members in this team. Add members in Manpower › Team Management."

Materials#

A list of links and files attached to the course. Each material shows an icon (link or file), its title as a clickable link, and a delete button.

To add a material, click Add in the Materials section, then fill in:

• Title
• Type — Link or File.
• URL

Click Save to add it (both Title and URL are required), or Cancel to discard.

Notes#

A list of notes for learners. Each note shows its text, the author, and the date, with a delete button.

To add a note, click Add in the Notes section, type the note text, and click Save (the note cannot be empty), or Cancel to discard.

Enrollment#

The right-hand panel lists everyone enrolled in the course. Each enrollee shows their avatar, name, role and department, and a status badge. The status values are:

• Not Started
• In Progress
• Completed

For each enrollee you can:

• Change status — use the status dropdown next to their badge to move them between Not Started, In Progress, and Completed.
• Remove from course — the remove icon prompts a confirmation. Removing a person discards their progress.

Use the Add button (or Enroll someone when the list is empty) to enrol a new member (see Enrolling a Member).

Creating a Training Course#

1. Go to Workspace › Team and open the Training tab (company-wide), or open a team and its Training tab.
2. Click New Training Course (overview) or Add Training Module (team detail). The Add Training Module form opens.
3. Fill in the fields:
   • Team (required) — only shown when more than one team is available; choose which team the course belongs to.
   • Module Title (required)
   • Description — what members will learn (optional).
   • Role Scope — comma-separated roles to scope the course to (for example, Sales, Operations). Leave blank to apply to everyone.
4. Click Create Module (enabled once a title is entered), or Cancel to discard.

Enrolling a Member#

1. Open the training course.
2. In the Enrollment panel, click Add (or Enroll someone if no one is enrolled yet). The Enroll a Team Member dialog opens.
3. In the Employee field (required), search by name and select the person.
4. Click Enroll, or Cancel to close without enrolling.

Updating Someone's Training Status#

1. Open the training course.
2. In the Enrollment panel, find the person.
3. Use the status dropdown next to their badge to set Not Started, In Progress, or Completed. The change saves immediately.

Removing Someone from a Course#

1. Open the training course.
2. In the Enrollment panel, click the remove icon next to the person.
3. Confirm by clicking Remove in the "Remove from course?" prompt.

⚠️ Removing a member discards their progress for that course.

Adding a Material or Note#

1. Open the training course.
2. In Materials or Notes, click Add.
3. Fill in the inline form (Title, Type, and URL for a material; the text for a note) and click Save.