2370059 - Indirect Employees and Sub Organization filters in My Team Assign Learning dialog

This KBA covers how to use the Indirect Employees and Sub Organization filters in Employees Assign Learning dialog in the LMS

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SAP SuccessFactors Learning

1. Access Learning as a user that is a manager who also has users who are managers
2. Navigate to the "My Team" section
3. Click the "Assign/Remove Learning" option
4. Search to add an employee
5. Note the checkboxes for "Indirect Employees" and "Sub Organizations"
6. Checking and unchecking the boxes without any search terms in the top row search boxes does not seem to do anything in regards to the search results

• The Indirect Employees and Sub Organization check boxes are filter for the "Manager" search box and "Organization" search box, not the employee search results if the search boxes are left blank
• Adding a search term to Manager will allow you to filter on whether or not you want to return the Indirect Employees of that Manager
• Adding a search term to the Organization will allow you to filter on whether or not you wish to return sub-organizations of that Organization

1. The layout of the search filters is directly under the Search Box it is meant to filter
2. For example, say my user "John Doe" is a manager of employee "Jane Doe" and "Jane Doe" is a manager of "Max Musterman"
3. Logged in as John Doe, my initial search results will return both Jane Doe and Max Musterman
   
   
   
   
4. If John Doe is added into the Manager Search box and "Indirect Employees" is checked, both Jane Doe and Max Musterman would be returned
5. Max Musterman is an Indirect Employee of John Doe via Jane Doe
6. If "Indirect Employees" is unchecked, only Jane Doe is returned and Max Musterman is filtered out
   
   
   

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