SuccessFactors LMS Training Planner: Let’s Explore & Configure!

SuccessFactors LMS Training Planner: Let’s Explore & Configure!

Hi there!

This blog is all about “Training Planner”, a not so commonly used, yet powerful, feature of the SuccessFactors Learning Management System (LMS). In this blog, I will describe the configuration of Training Planner as well as the end-to-end end-user process in SuccessFactors LMS. I have used the all new LMS admin user interface (UI) for this setup, but don’t worry, I describe both the old and new navigation s. My previous blog was a comprehensive overview of Training Planner. This blog explains in further detail of how to use it and how to configure it.

So, before we talk more about Training Planner and its setup, first, let me address a few questions like – “What is Training Planner?” and “Why a client needs this kind of tool?”

“Training Planner” is an out-of-box functionality available under SuccessFactors LMS, which helps the organizations in forecasting and maintaining their training costs. The process of Training Planner is something like this:

Employee raises a specific cost-based training request; The supervisor or the training manager reviews the budget before they take a decision. (The approvers or reviewers in the process can always defer the requests.) Supervisor or Training Manager approves the request

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