How to Assign & Approve Training: Introduction (Manager Role) Managers have a role in the Learning system to identify training that has been designated for a user to complete and are responsible for approving training requests which require approval. This job aid covers both how to assign training to the user and how to approve training for the user How to Assign Training Step by Step: Step: 1 Action: Log on to the CNM Talent Management System via myCNM portal. 2 Select the Browse for Training from the Employee Learning tab or select the button from the front page. 3 From this screen, browse the different trainings available and select the training by name. 4 Upon selection, the Training Details page will open. 5 The manager has two selections available: The Request button allows the manager to select training to add to their own transcript. The Assign button allows the manager to assign training to their direct report(s). 6 Select the Assign button to assign training to your staff. Page 1|4 7 The Assign Training screen will appear. The manager can add a due date and/or add a comment. Select the due date by clicking on the calendar icon, then select the appropriate date. Add a Comment is a text field box. Enter comments as appropriate. 8 The Manager also has the choice to automatically register the users into the training. The users will not have to go separately into the system to register for the course if this option is selected. System note: 9 The list of Direct Subordinates will appear. The Manager will select the subordinate and can include the users’ subordinates also. Smith, John Parks, Leslie Page 2|4 10 Once all the users are selected, then click submit on the bottom right of the page. 11 The system will revert to the Training Details page. To confirm the registration, the manager can check the Transcript page for the users on the Manage Employee Learning tab. To learn more about this process, refer to Manage Employee Learning job aid. How to Approve Training Step: Action: 1 Log on to the CNM Talent Management System via myCNM portal. 2 On the front Welcome page, scroll down to Your Inbox. Then select Approve Training. 3 The View Pending Requests screen opens with a Training Pending Approval tab. From here you can go directly to the each request and approve/deny/defer the request. Page 3|4 4 5 The Approve/Defer/Deny Request page opens. Comments can be entered in the Comments box but are not required. Comments display in the Approval History section on the Training Details page of the user's transcript. System note: Defer is defined as the request being sent to the next level of approver. Currently our approval chain will only require one level of approval, this option will not be used. Additionally Employee pays by credit card will not be an active field at this time. On the user’s transcript, the status that displays is dependent upon the option the manager chooses from the Option column. System note: Users are not able to re-request a session if a previous request for the session was denied. 6 After the selection of approve/deny is selected, click submit button to complete task. 7 To confirm the approval/denial, the manager can check the Transcript page for the users on the Manage Employee Learning tab. To learn more about this process, refer to Manage Employee Learning job aid. For additional assistance, the following job aid is available: View Manage Employee Learning If you have questions regarding Training, contact the Employee Training at 224-4600 or by e-mail at [email protected]. Page 4|4
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