SATERN for Supervisors

1. SATERN for Supervisors May 2006

2. At the end of the session, participants will be able to: Describe the benefits of SATERN. Log in to SATERN and view employee records Enroll employees in a scheduled offering. Approve enrollments. Add a learning activity to a learning plan. Run reports for employees. Session Objectives

3. Course Agenda Introduction Module 1: SATERN Overview Module 2: Working with Employee Records Module 3: Managing Employee Plans Module 4: Running Employee Reports Summary

4. SATERN for Supervisors Module 1: SATERN Overview

5. Module 1: SATERN Overview What is SATERN? SATERN - the System for Administration Training and Educational Resources for NASA – is NASA’s new Learning Management System that offers web-based access to training and career development resources.

6. Scheduling & Enrollment Resource Management Learner Assignments Competency Management Access to Online Content SATERN Cost Tracking & Revenue Management Online Testing & Evaluation Training Record Keeping Module 1: SATERN Overview

7. SATERN offers NASA: • An e-Training solution to improve Agency services and save taxpayer dollars • Simple access and improved functionality • Improved consistency and efficiency in training operations e-Training is an e-Gov initiative to improve all Federal Agencies, as part of the President’s Management Agenda.. Module 1: SATERN Overview Why is NASA Implementing SATERN? • Reduced costs through the consolidation of multiple learning systems

8. Module 1: SATERN Overview Who is Facilitating Implementation of SATERN? • Implementation of SATERN is a joint effort between the NASA Offices of Human Capital Management (OHCM) and Chief Information Officer (OCIO) • The Full SATERN Implementation Team has been represented by each Center Training Office and SOLAR Discipline representatives, in addition to the OHC and OCIO representatives • Plateau is the vendor that provided the commercial-off-the-shelf (COTS) software for SATERN and customized it for NASA’s needs—the company is a key provider of LMSs for Federal Agencies (e.g., ATF, IRS, USDA)

9. Module 1: SATERN Overview What NASA Agency-wide Systems are Affected? Agency-wide legacy systems transitioned to SATERN are: • AdminSTAR–training administration system used by all Center training offices • NORS–stands for NASA Online Registration System and allows students to register online for courses and is integrated with AdminSTAR • SOLAR–stands for Site for Online Learning and Resources online custom content courseware system used throughout NASA

10. Module 1: SATERN Overview What Will SATERN Do for Supervisors and Employees? SATERN provides employees a “one-stop” approach to managing NASA training activities. Through SATERN employees will be able to: • Launch online courses • Search course catalogs for training opportunities • Submit training registration requests • Generate personalized training reports • Receive e-mail reminders on scheduled training • Check the status of enrollment Supervisors can also use SATERN to: • Approve training requests • Assign training • View employee training reports • Manage employees’ training requirements

11. Learning Needs Management Model Curriculum Item Item Item Learning Plan Record Learning Event Learning History Module 1: SATERN Overview

12. Main Menu Module 1: SATERN Overview Menus for SATERN functions can be found across the top of the screen Sub-menu Hint: Use the menus to navigate and not the “back” button

13. SATERN for Supervisors Module 2: Working with Employee Records

14. Module 2: Working with Employee Records Logging into SATERN • From the Internet log into this URL: https://satern.nasa.gov • Enter your User Name and Password and click Login

15. Only supervisors will see the My Employees menu option in the top menu bar Module 2: Working with Employee Records

16. As a supervisor, you have the ability to perform the following managerial duties in SATERN: Module 2: Working with Employee Records Functionality for Supervisors • Enroll employees in a scheduled offering • View employee records • Approve enrollments • Assign items (learning activities) to employees • Run reports

17. Module 2: Working with Employee Records Enrolling Employees in a Scheduled Offering • Supervisors can enroll (register) employees or remove (withdraw) employees from a scheduled offering of a learning activity • Choose My Employees then Registrations from the menu • To enroll an employee select the Register Learners option and then click Next

18. Module 2: Working with Employee Records Enrolling Employees in a Scheduled Offering • The search window will be displayed and allow you to search for the item(s) you want. • You can search be entering a keyword in the Keywords text field or • Leave the Keyword box blank to search for all available offerings

19. Module 2: Working with Employee Records Enrolling Employees in a Scheduled Offering • Select the employee you wish to enroll • To sent an e-mail confirmation, just check the boxes for recipients you want to receive notifications about the enrollment

20. Module 2: Working with Employee Records Viewing Employee Records • Supervisors can open and view records of direct reports: • Learning Plans • Curriculum Status • Registrations • Learning History • Select My Employees from the main menu to view the screen and select a learner.

21. Module 2: Working with Employee Records Viewing Employee Records • The menu bar will indicate that you are viewing records for an employee. When you are in an employee record all menu items will pertain to that learner.

22. SATERN for Supervisors Module 3: Managing Employee Plans

23. There are a number of functions that the supervisor can perform in SATERN to help manage the training and development of their direct reports These functions include: Approving enrollments Adding and removing items from the learning plan Running reports Module 3: Managing Employee Plans Managing Employee Plans

24. Module 3: Managing Employee Plans Approving Enrollments • As a supervisor, you will be responsible for approving enrollments in SATERN for your direct reports • Not all learning activities require supervisor approval. This will vary by course. • Until the NF-1735 is automated in SATERN, external training approvals will be handled using the current manual approval process • You will receive an e-mail notification when there is an approval that requires your review. • There are 2 ways to access Approvals in SATERN • Click on the Alert on the Home Page or • Select Personalthen Approvals from the Menu

25. Module 3: Managing Employee Plans Approving Enrollments • You will see a list of pending approvals. Click the ► next to the employee’s name to see additional details • Remove the checkmark from the checkbox unless you want to enter a reason and have it e-mailed to the learner • Select Approve, Deny or Skip for each submitted request

26. Module 3: Managing Employee Plans Adding or Removing Items • Each employee’s learning plan contains learning activities (items) that have been assigned to them based on their learning needs • Employees can also add items to their plan • As a supervisor you have the ability to add or remove a learning activity from the learning plans of your direct reports • To access and manage employee learning plans in SATERN • Select My Employeesthen Learning Plans from the Menu

27. Module 3: Managing Employee Plans Adding Items • Select the appropriate management action by clicking the circle for Add Items • On the list of your direct reports, click the Select checkbox next to each employee to whom you want to assign an item • Enter a keyword on the search screen to search for items to add to the Learning Plan

28. Module 3: Managing Employee Plans Adding Items • SATERN will display the title and description of the item and display the matches • Check the Add box for each item you want to add to the plan • The Assign Date and Required Date both default to the current date. Click the calendar icon to change

29. Module 3: Managing Employee Plans Adding Items • You can also change the Assignment Type by clicking on the Select link then the Search button • Then Select the type FEDERALLY MANDATED, OPTIONAL, HIGHLY RECOMMENDED, REQUIRED, as appropriate to your assignment

30. Module 3: Managing Employee Plans Removing Items • The process for removing items from the learning plan is the same as for adding items • It may be helpful to view the employee learning plan first to determine which items you wish to remove before using this functionality • Once you remove an Item you will receive a message confirming the removal

31. SATERN for Supervisors Module 4: Running Employee Reports

32. As a supervisor, you have the option of running reports that include data about your direct reports SATERN allows you to generate a number of different standard reports including: Learning Plan Learning History Item request All reports have the same options to describe how you want to run the report. To run a report select Reports from the Main Menu Module 4: Running Employee Reports Running Employee Reports

33. Module 4: Running Employee Reports Running Employee Reports • After you select a report, you will have a choice of running a report for yourself only, your direct reports, all in your chain of command, or all. • You also have a number of choices regarding Report display options

34. Module 4: Running Employee Reports Running a Report for One Employee • If you need to run a report for only one employee, select My Employees from the main menu, select the employee and change to the selected learner. • Then from the Reports menu select the report you want to run for that individual

35. SATERN for Supervisors Summary

36. NASA’s SATERN Learning Management System provides a real-time tool to help supervisors managing employee learning and development The initial rollout of SATERN replaces existing legacy systems. Subsequent phases will provide functionality for competency management and individual development planning SATERN will be used by the NSSC to manage external training when that function transfers in July 2006 Supervisors can contribute to the success of the SATERN implementation by using SATERN and encouraging employees to do the same Support for SATERN is available via the SATERN Help Desk, the “?” Help button on SATERN, and through the Center Training Office Summary Summary