Steward Health Care

Steward University

Manager User Guide

Updated November 2020

Steward University Manager User Guide

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Contents Manager Reporting Overview....................................................................................................................... 3

How to Run: .............................................................................................................................................. 4

Manager View of INDIVIDUAL Employee Training Completions and Incompletions ............................ 4

How to Run these3 Reports: ..................................................................................................................... 8

Manager view of ALL Employee Training Incompletions...................................................................... 8

Manager view of ALL Employee Training Completions ........................................................................ 8

Manager View of ALL Employee Training Completions and Incompletions ......................................... 8

How to Schedule a Report to Auto Generate ......................................................................................... 10

Proxy Overview ........................................................................................................................................... 13

How Managers Assign a Proxy ................................................................................................................ 13

How to Manage your Proxy Assignments ............................................................................................... 17

How to Act as a Proxy ............................................................................................................................. 18

Steward University Manager User Guide

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Manager Reporting Overview

As a manager, you need a quick and efficient way to view your employees’ training completions and

incompletions on Steward University. The Manager Dashboard is not recommend for your reporting

needs. The following four reports are the quickest, most efficient way to view the training completions

and incompletions for your employees. They are called:

1. Manager View of INDIVIDUAL Employee Training Completions and Incompletions

a. Use this report to see training results for one (or more) of your employees

b. This report can be generated as PDF or Excel

2) Manager View of ALL Employee Training Incompletions

a. Use this report to see training incompletions for ALL your employees

b. Due to the potential size of this report, it can only be generated as .csv, and then saved

as Excel (.xlsx)

3) Manager View of ALL Employee Training Completions

a. Use this report to see training completions for ALL your employees

b. Due to the potential size of this report, it can only be generated as .csv, and then saved

as Excel (.xlsx)

4) Manager View of ALL Employee Training Completions and Incompletions

a. Use this report to see completions and incompletions for ALL your employees

b. Due to the potential size of this report, it can only be generated as .csv, and then saved

as Excel (.xlsx)

Notes:

Steward University employee profiles, including the manager and employee relationships are

created via an IT data feed.

Only managers with direct reports in the data feed have the My Team tab in Steward University,

and the ability to run manager reports.

An employee whose role is to a manage staff day-to-day, but is not listed as the manager in the

IT database, does not have a My Team tab in Steward University. The manager of record can

proxy their manager role to these employees, and these steps are covered in this user guide.

Steward University manager reporting covers your entire manager/employee hierarchy; all staff

that roll up to you in the organization are visible in manager reporting.

To effectively use manager reporting, you should have working knowledge of Excel.

Steward University Manager User Guide

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How to Run:

Manager View of INDIVIDUAL Employee Training Completions and Incompletions a. Use this report to see completions or incompletions for one (or more) of your employees

b. This report can be generated as PDF or Excel

Step Action

1. Login to Steward University with your Steward username and password. Access Steward University at: stewardhealth.sabacloud.com

2. From the Steward University Home Page, click on the My Team tab as shown below.

Then click on the Analytics sub tab as shown below.

Note: The default view of reports you will see is of “Recently Reviewed” reports. If you do not see the report named Manager View of INDIVIDUAL Employee Training Completions and Incompletions, click the All in the drop down menu.

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Step Action

3. Click the report named: Manager View of INDIVIDUAL Employee Training Completions and Incompletions.

Notes:

This report filters out your employees on Leave and all terminated staff.

You can run this report on one or more of your employees. If you have many employees and want a report that includes data on ALL your employees, see the instructions for How to Run the Manager View of All Employee Completions and Incompletions.

4. From the Filter screen, in the Person Username field, enter the Username or last name of the employee and select the box next to the employee’s Username.

Notes:

You can use Outlook to find employee usernames.

If you are running a report on more than one employee, search for and select usernames one at a time. See example below.

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Step Action

5. Click Run. Do not click Save and Run.

6. After the report runs, download the results to PDF or XLSX (Excel).

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Report Key

Step Action

7.

In Excel, you can sort, filter, and edit the report as necessary. See the Report Key below.

Please work with HR to correct any errors in the employees shown reporting to you in Steward University.

Remember:

This report shows ALL training. You may have to do some sorting or filtering to see the data that is important to you.

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How to Run these 3 Reports:

Manager view of ALL Employee Training Incompletions

Manager view of ALL Employee Training Completions

Manager View of ALL Employee Training Completions and Incompletions

Step Action 1. Login to Steward University with your network username and password.

Access Steward University at: stewardhealth.sabacloud.com

2. From the Steward University Home Page, click the My Team tab as shown below.

Then click the Analytics sub tab.

Note: The default view is of “Recently Reviewed” reports. If you do not see the reports above, click the All tab in the drop down menu, to see all reports.

3. Click any of the 3 “All Employee” reports

Manager View of All Employee Incompletions

Manager View of All Employee Completions

Manager View of All Employee Completions and Incompletions Notes:

This report runs automatically and shows your results.

These reports filters out employees on Leave and terminated staff.

Due to the potential size of this report, it can only be downloaded in .csv, and then saved as (Excel) .xlsx

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Step Action

4. From the results, download the data to .csv and save as .xlsx (Excel).

5. In Excel, you can sort, filter, and edit the report as necessary. See the Report Key below.

Please work with HR to correct any errors in the employees shown reporting to you in Steward University.

Report Key

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How to Schedule a Report to Auto Generate

You can set up reports to automatically run and be sent to your email. For example, you can set up a

report of all your employee incompletions to be sent to your email every Monday at 7:00am.

Step Action

1. Login to Steward University with your network username and password. Access Steward University at: stewardhealth.sabacloud.com

2. From the Steward University Home Page, click the My Team tab as shown below.

Then click the Analytics sub tab as shown below.

Note: The default view of your manager reports is of “Recently Reviewed” reports. If you do not see a report covered in this document, click the All tab in the drop down menu, to see all manager reports.

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Step Action

3. To the right of the report you want to schedule, click Schedule.

4. Click Add New Schedule.

5. Give the report schedule a title. Then, select a Frequency.

Once

Daily

Weekly

Monthly

Depending on the frequency selected, there will be additional fields to complete. This is an example of a Weekly frequency.

Steward University Manager User Guide

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6.

Action

For Weekly frequency, select:

Day of Week (the day of the week to receive the report)

Date From (the day to begin auto generated reporting)

To (the day to end auto generated reporting. You can pick dates well into the future)

Time (to receive auto generated reporting. Must be military time.)

Report Format (.csv is the only option)

7.

Select the Person radio button and enter your Steward Username; the system will automatically search for a match. Select the match.

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Steward University Manager User Guide

Step Action

8. Click Schedule.

9. Click the pencil to change your existing schedule.

To delete the schedule, click the menu dots and click Delete.

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Steward University Manager User Guide

Proxy Overview Managers can assign one or more Proxies to act on their behalf in Steward University. This is very helpful

if you have clinical managers that manage employees on a day-to-day basis, but they are not the manager

of record (they do not have a My Team tab in Steward University).

Note: How to act as a Proxy is included below. Share this User Guide with your Proxy.

How Managers Assign a Proxy

Step Action

1. Login to Steward University with your network username and password. Access Steward University at: stewardhealth.sabacloud.com

2. Click your name in the upper right corner of the screen, and then click Proxy Settings on the drop down list.

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3. On the Proxy Settings screen that opens, click Add New Proxy.

Steward University Manager User Guide

Step Action

4. In the Proxy By field, enter the Username of the Proxy and click the Search icon.

If you don’t know the employee’s username, you can also search by the employee’s last name.

5. Use the Calendar button to select the appropriate End Date, and select the Team Dashboard checkbox.

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Steward University Manager User Guide

Step Action

6. Click Save.

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How to Manage your Proxy Assignments

You can view, edit, delete, and add a new Proxy.

Step Action 1. Login to Steward University with your network username and password.

Access Steward University at: stewardhealth.sabacloud.com

2. Click your name in the upper right corner of the screen, and then click Proxy Settings on the drop down list.

3. On the Proxy Settings screen that opens, you can:

View/Edit

Delete

Add New Proxy

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How to Act as a Proxy

Follow the steps below if you are a Proxy.

Step Action

1. To act as a Proxy for a manager, login to Steward University with your network username and password. Access Steward University at: stewardhealth.sabacloud.com

2. Click your name in the upper right corner of the screen, and then click Proxy Settings from on the drop down list.

3. From the Proxy Settings screen, click Act as Proxy for the appropriate manager.

4. Follow the steps in this user guide to run manager reports.

5. To exit Proxy mode, click your name again, and then click Exit Proxy Mode.