Harvard Training Portal | Search. Register. Watch. Track.
State of learning at Harvard
PeopleSoft
Training Admin
PS SA
How to I onboard a new employee?
 Step 1 – Log into PeopleSoft Labs Roster to add name to roster
 Step 2 – Allow a day for newly added people to show in your Harvard
Training Portal roster, where you can assign additional training
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And my role in each system?
PeopleSoft
Harvard Training Portal
PI
Roster Owner
Alternate Manager, has a My Team
Tab
Lab Manager
Roster Manager, LSO, Proxy
Proxy, can go in as PI to see My
Team tab
ESCO, ROM
Lab Director
Data Extract Admin, can use
reporting functions to oversee labs
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Lab Rosters
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Search for a lab
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Lab Roster
List lab personnel who require
safety training here.
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List of Required Trainings
Every person listed on the Lab
Roster tab will be assigned the
course(s) chosen here.
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List of Associated People
Track personnel associated with
the lab here. They will not be
assigned training in HTP.
These roles can also manage the roster
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List of Roster Managers
Roster Manager in PeopleSoft is the
equivalent of Authorized User in TMS
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Step 2 -To assign individual trainings, log into Harvard Training Portal
MY TEAM – this is the view for the PI only
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
People listed under Direct Team reflect HR relationships
People listed under Alternate Team are Lab Roster personnel
carried over from PeopleSoft lab roster management
But I am a Roster Manager – and I have no MY TEAM tab
Select Proxy
MY TEAM – this is the view for the PI only

Managers can view and assign training
for their staff
Assigning Learning
Assigning Learning
Assigning Learning
Mandatory Learning Icon (for the learner)
And yes, there are Notifications
Added to plan
-14 days
Due
Overdue
+ 30 days
Recurring Course
Reporting
When a manager logs in to the Harvard Training Portal, they’ll
click MY TEAM menu and select Analytics.
Managers can bookmark “favorite”
reports they’ll run frequently.
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EH&S Training Manager – Training Overdue Report
For every person on a Manager’s roster who has one or more mandatory
courses assigned that are 30 days or more overdue, this report shows:
• the trainee
• the course information
• when they last completed the course (if applicable),
• when it is was due
• by how many days it is overdue
The filter can be changed to meet your requirements.
The report can then be scheduled to be emailed to you automatically.
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Who to contact?
Help with Harvard Training Portal
and PeopleSoft Lab Rosters
[email protected]
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