Evaluate On-the-Job Training

Based on your permissions, you may be able to evaluate course-connected and standalone on-the-job training for your employees.

Navigation: UKG Learning > Team Workspace > On-the-Job Training > Sign off

1. Select the On-the-Job Training from the list.
2. Select the individual you want to evaluate. Review the tasks included in this on-the-job training, and the requirements needed for each; some may require both parties to sign off, others only the instructor.
   
3. For each task, check off completed tasks under Signed off by trainer. The date will automatically be recorded.
   Trainers may also:
   • Assess each task
   • Write your comment
   • View the trainee's answer to open questions
   • Download the trainee's home assignment or upload a revised home assignment 
   • Upload an evaluation document per task, under the Documents tab 
   • Upload a supporting document per task 
   • Reset a user's signature. Select View Signature on the relevant task and then select Reset Signature. 
4. To save the changes, select the Save option from the dropdown. If you want to both save the changes and sign off the task for the user, select the Save and Sign-Off option from the dropdown. Select the button to save your changes.

If another manager has already added an assessment for this user/task, then only this manager, an administrator, or a training manager with appropriate permissions can sign off on the task. Hovering over the Sign-Off box will provide you with the name of the manager that has added an assessment for the user. Select View Assessment to see how the manager assessed the user and if they have added any comments. 

If you want another user to complete the assessment, then the first user must perform the following actions:

1. Remove the score and uncheck the sign-off checkbox 
2. Remove performance levels and uncheck the sign-off checkbox 
3. Uncheck the task

Note: 
In the context of the On the Job Training (OJT) feature, Unit Managers and Assistant Unit Managers are considered to have the same level of access. If a Unit Manager needs the ability to sign off on an Assistant Unit Manager, it is recommended to enable the All Jobs sub-permission under the Assess On-the-Job Training Performance permission, rather than the Lower Management Levels sub-permission.

If you would like managers at the same level to have the ability to edit each other’s assessments, you can enable the Edit same level managers assessments sub-permission within the Assess On-the-Job Training Performance permission.

Mass Mark Users as Completed

Navigation: UKG Learning > Team Workspace > My Team Dashboard > Training

Trainers with the Bulk OJT Performance Assessment permission, training managers, and administrators can sign off all users' tasks at once.

1. Select the desired On-the-Job Training from the top panel
2. Select the Above Unit/Unit/Job that you want to evaluate
3. Select the circled checkmark (Mark All As Completed) icon to mark all as completed.

You can filter your records based on the status of the tasks:

• Signed off by Trainer
• Signed off by Trainee
• Trainer's pending tasks
• Trainee's pending tasks

Important: 
The trainer can sign off all of the tasks even if the trainee has not completed them yet.

Note: 
The Trainees' Open Tasks column in the OJT dashboard shows the number of tasks that the trainee did not sign, as a piece of extra information for the managers (trainers). This does not necessarily define the completion of the relevant OJT tasks (if for example, the OJT setting Sign-off Required for OJT Completion is set to Trainer Only).

Other Reporting Options

You have three more reporting options from the On-the-Job Training reporting dashboard for a specific OJT. 

• Download all Home Assignments.

1.  
   1. Select the folder icon
   2. Select Download all Home Assignments. You will receive an email that contains a URL where you can download the home assignments (for the users that match the criteria, based on the filters that you have selected).

• Report and export all OJT Signatures.

1.  
   1. Select the folder icon
   2. Select Download all Signatures. You will receive a PDF that contains the following information, for the users that have signed their OJT Signature Task:

      • Course Title

      • On-the-Job Training Title

      • Employee Name

      • Employee External ID (if exists)

      • Task Title

      • Signature

      • Date

• Download a PDF that contains all the tasks of this OJT
  1. Select the folder icon
  2. Select Download all Tasks. The PDF contains fields where you can fill in all the needed information to assess a user offline. You can later then input the data into the Learning solution for better tracking.

Mass Upload Supporting Document

If a specific organizational structure is selected, such as a Unit or Above Unit, a mass upload document button becomes available.

With this button, trainers can upload a supporting document for the on-the-job training.