Team page

As a manager, you can view information related to your team from your Team page. To get to the team page, go to Develop > Team from the top navigation bar.

The table presented on this page displays a list of all users reporting to the logged-in user (i.e. all members of their team). The table shows each user's name, when they last logged in, how many courses they have started and completed (if using Totara Learn) and how many competencies they have achieved (if using Totara Perform).

Under each user's name and profile picture you can access the following:

• Plans: View the user's learning plans (Totara Learn only)
• Profile: View the user's profile page
• Bookings: View the user's past and future bookings for seminar events (Totara Learn only)
• Records: View the user's record of learning (Totara Learn only)
• Goals: View the user's Totara goals (Totara Perform only)
• Required: View the user's required learning, such as assigned programs and certifications (Totara Learn only)
• Competency profile: View the user's competency profile (Totara Perform only)
• Evidence: View the user's evidence bank
• Performance data: View the performance data report for the user, showing their progress in performance activities (Totara Perform only)
• Performance overview: View the user's performance overview (Totara Perform only)

You can export this table in several formats by selecting a file type from the Export as dropdown and clicking Export.

Using the Team page

Let's take a look at how a manager could use the Team page in practice. When preparing for their team's annual performance reviews, the manager could find all of the information they need to be aware of.

Firstly, the manager could review each user's required learning (Required) and learning plans (Plans) to check that the team member is on track with their mandatory learning, and whether they're completing the additional learning assigned to facilitate their professional development.

They could then check each team member's Competency profile and Performance overview to assess the user's progress towards their competencies, goals, and performance activities to see if there are any areas to focus on. From here, or via Performance data on the Team page, the manager could then review any relevant performance activities in order to take notes for the upcoming review.