Task Approval Permissions for People Managers

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People Managers can approve task evidence submitted by learners within their assigned audience. This capability helps decentralise learning management by allowing additional leaders, beyond a learner's direct line manager, to manage learner development and support progress through goals and learning pathways.

People Managers can:

  • Access learner records for individuals in their audience.

  • Create and edit goals.

  • Approve submitted task evidence for goals and learning pathways.

Note:

This applies only to tasks awaiting approval. Approved tasks cannot be modified by People Managers.

Enabling Task Approval for People Managers

To grant this permission, add the user as an admin on the relevant Audience and, in the Permissions modal, select Access learning records and Manage learning under People Manager. See Structure Admin Permissions for the full granting steps and permissions breakdown.

People Manager permissions include learning records, goal management, event enrollment, assessments, and compliance reports.

Once enabled, People Managers will have access to:

  • The Learn page for members of their audience

  • Any tasks pending evidence approval

  • Goal creation and editing on behalf of learners

Approval Workflow

Reviewing and Approving Tasks

Once enabled, People Managers can:

  • Go to the Notifications panel

  • View outstanding items listed under Needs Approval

  • Select and review submitted evidence

  • Approve evidence

Notifications

  • People Managers receive in-app notifications when new evidence is submitted for approval.

  • Email notifications are not sent.

  • If another manager approves the task first, the notification is automatically removed.

Managing Pending Approvals

  • All outstanding tasks awaiting approval are shown in the Notifications panel.

  • For larger volumes, the list is paginated.