Manager Training in My Learning Link

1. Manager Training in My Learning Link Manager Training Guide HR Services – September 2013

2. Summary • Introduction • Training plan: roles & responsibilities • System login • Manager welcome page • Search in the training catalog • My team – DIF counters • Enter the individual & collective needs • Enter a budget reserve & FDQ • Delete training • Training plan reporting • Annexes • Training Plan fields translation • Typologies types • Change the language • HR Support PeopleLink

3. Introduction • My Learning Link is the new Global Schneider Electric tool dedicated to training managementreplacing the TNCT and Bridge HR training in France. My Learning link has been implemented in order to facilitate the development of your team‘s training plan. • My Learning Link will help you to build your training plan and to request training via self services. The data entered is stored into My Learning Link and therefore constitute your Training plan for the coming year. • This year, training needs identified during 2013 Individual Competency Review (ICR) will not be imported into the tool. They will have to be manually entered by managers. The list will be transmitted to you at the opening of the training plan in My Learning Link. For your information: all mobility made ​​during the construction of the training plan (September to December) will not be updated in the system. In case of mobility, the training needs will remain attached to the declaring manager ‘s team.

4. Training Plan Roles

5. System login Pre requisite: Open Internet Explorer or a Firefox window. Please do not use the link to "My Learning Link" directly from Lotus Notes Copy/Paste the following link: https://schneider-electric.csod.com/client/schneider-electric/default.aspx To access for the first time, please enter: 1 You Login Name will be your SESA ID  2. If you were hired on or after January 3, 2014, your password will be Welcome1 upon first logging into the system. If you were hired on or before January 2, 2014, your password will be your SESA ID upon first logging into the system. Once you log in, you will be prompted to change your password. If you already connected to My Learning Link and you forgot your password, you can reinitialize it by clicking on the Forgot password link. My Learning Link is accessible anywhere. All you need is an internet connection

6. Change the display language Click on My Account to change the language displayed.

7. Change the display language For a better user experience, we recommend you to use My Learning Link in French language.. 3 Select the language : e.g. French (France) Save your choice Log out Log in   Pierre Paul 1 2

8. Change the display language My Learning Link is now displayed in the selected language.

9. Search in the catalog

10. Search in the catalog 3 1 2 • There are three ways to search for a course in the catalog. • 1 Search for training welcome page • 2 Browse for training • 3 Search box

11. Search in the catalog 1 • You can search per subject (previously domain)

12. Enhanced Global Search View • Main Benefits • Keywords filter added to allow for training search by keyword. • All training results appear on one screen without having to scroll from page to page.

13. Enhanced Global Search – Training Details • Main Benefits • Ability to view training Rating & Reviews within the Training Details window.

14. Training plan creation

15. Access Training Plan To access to the training plan, go to My Team and click on Training Plans

16. Training Plan – Plan Contributor 1 2 3 When a plan contributor first starts building the training plan, no training requests appear. During the training plan access period, the plan contributor can request trainings for his/her team and modify existing requests. 1.To request individual & collective training, click on the blue cross « Add Training » 2.To request a budget reserve, click on the blue cross « External Training » 3.To request an External degree (FDQ), click on the blue cross « External Training » New: in My Learning Link the functionality « External Training » corresponds to the budget reserve & FDQ request.

17. Add training – Individual request

18. Training Plan – Plan Contributor – Select training To select a course in the catalog, Click on the link Add Training. • The plan contributor can search for a course in the catalog by selecting either event or curriculum. • Event (In class) = Previously ADF • Curriculum = Set of events or blended learning objects (e.g. online class, event etc..;) • Material = Academies certification, • NB: Free elearning and videos must not be part of the Training plan. New language course: The Bridge HR elearning language course are now available in MLL catalog under event training type. Ex:

19. Training Plan – Plan Contributor – Select training • To search for an event in the catalog: • Select “Event” in the learning object search tab. • Type the title of the course you would like to assign. Example: Keywords, title, category or old Bridge references (e.g. 000779) • Select the language of the event. • To see available events in the French catalog, we advise you to always select language French (France). 1 2 3 When you find the event, click on the blue cross to select it and click on done.

20. Training Plan – Plan Contributor – Select curriculum 1 • To search for a curriculum in the catalog: • Select “Curriculum ” in the learning object search tab. • Type the title of the course you would like to assign. Example: Keywords, title or category • Select the language of the event. • To see available curriculum in the French catalog, we advise you to always select language French (France). 2 3 When you find the curriculum, click on the blue cross to select it and click on done.

21. Training Plan – Plan Contributor – Assigning an individual training This triangle enables you to open or close the section in order to avoid to scroll down   • The plan contributor has to select the employee(s) for whom he/she wants to assign the course. • After selecting the employee, the plan contributor has to go through four mandatory steps: • Select the “Typologie” = Typology • Select the “Type de Demande” = Demand type (Demande classique or GPEC) • Select a “Priorité” = Priority • Do not modify “0” in the budget reserve field for “Estimated users” (Cf. See the annexes for fields translation & definition)

22. Training Plan – Plan Contributor – Assigning an individual training(Typology) • Step 1: Select a Typology • Adaptation au poste = Adaptation to job • Programme d’entreprise = Company program • Développement des compétences= Skilldevelopmment • Formations Diplômantes et Qualifiantes (FDQ) = Externaldegree • DIF 100% = DIF 100% • (Cf. See the annexes for fields translation & definition)

23. Training Plan – Plan Contributor – Assigning an individual training(Demand type) Step 2: Select the Demand Type (Regular request or GPEC cost center) DemandeClassique = Regular request Reminder: While selecting any GPEC values, the typology has to be either Company Program or FDQ. Other typologies must not be used with GPEC values, please use Regular request. (Cf. See the annexes for fields translation & definition)

24. Training Plan – Plan Contributor – Assigning an individual training(Priority) • Step 3: Select a Priority • High (Haute) = Training is scheduled during the 1st semester. • Medium (Moyenne) = Training is scheduled during the 2nd semester. • New: The notion of « Lowpriority »does not existanymore in My Learning Link.

25. Training Plan – Plan Contributor – Assigning an individual training(Budget reserve) Warning: Budget Reserve: By default this field is pre filled with “0”. When requesting an individual training you must not change “0” in the Estimated User box.

26. Training Plan – Plan Contributor – Assigning an individual training By clicking on save button the information is updated Once the individual training request is made the plan contributor clicks on “Save”. When finishing entering the Training Plan needs the plan contributor clicks on “Submit” Beware, this functionality should not be used at this stage. This one should be used only at the end of the Training plan review. New: When clicking on the button “Submit” an information email is automatically sent to the manager’s N+1.

27. Add training – Collective request

28. Training Plan – Plan Contributor – Assigning a collective training • To request a collective training, follow the same steps as for the individual training and select your identified team members. • After selecting its team members, the plan contributor has to go through four mandatory steps: • Select the Typology • Select Demand type (regular demand of GPEC) • Select a Priority • Must not modify “0” of Estimated users for Budget reserve

29. Training Plan – Plan Contributor – Assigning a collective training Once the individual training request is made the manager clicks on “ Save”. When finishing entering the Training Plan needs the manager clicks on “Submit” By this action, the plan is submitted and has to be approved by the manager ‘s HRBP. New: When clicking on the button “Submit” an information email is automatically sent to the manager’s N+1

30. External Training – Budget reserve

31. Training Plan – Plan Contributor – Make a budget reserve To enter a budget reserve, click on the blue cross « External Training »

32. Training Plan – Plan Contributor – Make a budget reserve • Advice for Plan Contributors: • Requesting budget reserve is not recommended but can be done when: • The training is not yet created in the catalog • Your need is not clearly identified (team member, training course etc..) • Any budget reserve will have to be re- entered by the plan contributor through the self service once the employee • and the relevant training areidentified. • RULES • Training title: Enter “Budget Reserve” • Training description: Enter detailed purpose of the budget reserve demand. • Institution: Enter “Budget Reserve” • Training dates: Enter 1st January 2014 – 31st December 2014 • Cost: Enter the total budget reserve amount • Training hours: Enter estimated hours (If no available, put 1 hour) • Logistic provider: Do not use • Click OK to finish

33. Training Plan – Plan Contributor – Make a budget reserve • After completing the external training template, the plan contributor has to: • “Unselect All” subordinates. • Enter the number of estimated trainees in the Estimated users box. (For your information, the total of the budget reserve will correspond to the Cost x Estimated users.) • Then save • NB: Do not enter the typology, request type and priority.

34. Reporting

35. Training Plan Reporting The manager can at any moment during the training plan construction run a report on his perimeter. To do so, go in the menu Reports > Standard Reports.

36. Training Plan Reporting In the tab « Training » select the report « Training Demand Forecast Summary ».

37. Training Plan Reporting In the part « Select criteria », do not makeanyselection. 1 2 3 4 Training Plan Template: Select « FRA_Plan de formation 2014 » Training Request type: Select « All Languages» Report Title: Enter the title of your choice Click on Process Report

38. Training Plan Reporting The first time you run the report, we recommend you to refresh the internet page: The click on the Excel Icon to see the summary of your Training plan request. To see and launch the export other times, you just need to refresh the report data by clicking on the following icon:

39. Training Plan Reporting For your information, your budget reserve request will not appear in this reporting. The request will be sent to you by the Training plan administrator at the end of the Training plan construction.

40. Annexes

41. Training Plan Fields Translation

42. Typologies types • Adaptation to job • Training that enable to get the following competency : • Essential for the employee job • Or made necessary after a change in working tools • Or to meet to a legal mandatory requirement (ex: security). • Skill development (co-investment = DIF 40% during working time) • Training to help maintaining and developing the employees skills in the workplace or to prepare a professional business development. • DIF 100% (Out of working time) • Training the employee's initiative and professionalism of staff development and skills development that are not directly related to the needs of the position held. • Company program • Training to address the challenges of the entity and speaking to groups of employees. They are subject to a particular frame defined by the entity. • FDQ – « External degree » • These courses lead to a degree or diploma Note: For subsidiaries that have not negotiated training agreement, the typology "Skills Development" should not be used.