EHS Admins, Trainers, Safety Managers
How do I access the administrator portal?
EHS staff have been granted access to view records through the People Administration portal. Log in to Saba, look for the drop-down menu in the upper right, and select People Administration. If you do not see this menu item, contact firstname.lastname@example.org.
How / why should I use proxy mode?
Proxy mode is useful for monitoring training records from a supervisor/PI's point of view or to assign training to a specific supervisor/PI's team.
When are users added to or removed from Saba?
A record for any user will be created when user logs in to Saba for first time (if not already existing).
Automated process are as follows:
||User record created
||User record inactivated
When a new record is added in HR (student or full-time employee - update weekly). Exceptions:
|When employee is given termination date in HR (updated weekly)
||No automated process
||When student's graduation date has passed OR student has not been enrolled for at least a year (updated weekly)
|Affiliiates (community ID)
||No automated process
||No automated process
Users can also be imported into the system or added manually by Saba admins if training needs to be assigned. If you cannot find a user in the system, contact a Saba admin for assistance.
What's the difference between direct and alternate team?
The direct manager field is populated with the direct supervisor in HR records. Records in Saba are updated weekly.
Alternate managers are manually assigned and maintained in Saba. PI data from the Worker Training Database was imported into alternate manager fields. It is being updated upon request by EHS staff, principal investigator/lab coordinator, etc. It is also being updated by Saba administrators to remove duplicates between direct and alternate manager fields (alternate manager was imported from legacy system, but also now exists in direct manager field).
What's the difference between a course and a certification?
A certification in Saba is a wrapper around a course (or group of courses) that adds due dates, expiration dates, and re-training reminders to your training profile. Wrapping a course inside a certification also makes assigning training and reporting on compliance easier for administrators.
How do I assign training?
If the course is inside a certification:
- Course inside certification:
- Stand alone course (not inside certification):
Where do I find training reports?
Log in, select People Administration, select Reports tab, click Search button to view all available reports.
How do I get a report on...
Contact Saba admin for advice on the best way to get a particular report. Custom reports can also be configured for you, if you have criteria you use repeatedly. Below are some examples of reports available.
Report by person
Report by course or certification
Report by supervisor/PI
Report by department
If you want to run reports by department, you need to use department numbers. A department number list is available here:
Department number lookup
- Desktop app allows reporting on complete training history by manager or alternate manager, filtered by department
Desktop Reporting Guide
- Ad hoc reporting allows filter on department - contact help desk for assistance
Notes about department number reports:
While direct supervisors are updated weekly in Saba, department numbers are only updated when a user logs in to the system. It is possible for department numbers to be out of date.
Saba has the capability to store up to three department numbers per person; however, internal Saba reports (not the desktop reporting app) can only query one department field at a time.
Why does an employee have two records
for the same certification on my report?
When a certification expires (because the employee did not complete the refresher by the
end of the certification period), the Saba re-assigns
the certification. At times, this can result in
both the Expired status and the Assigned status. Neither indicates compliance.
How do I access the instructor portal?
EHS trainers have been granted access to Instructor's Desk as needed. Log in to Saba, look for the drop-down menu in the upper right, and select Instructor's Desk. If you do not see this menu item, contact email@example.com.
I have a live training class. How do I document this?
Option 1: Schedule offering in Saba
Ideally, send a Saba admin information (course name, location, instructor, max number of attendees, and start and end times) about the training so it can be scheduled in Saba in advance. This allows users to sign up ahead of time (by searching for the course in Saba OR by clicking on a link distributed via email), allows the instructor to print a roster and simply document the training by marking attendees successful after the session.
How do I print a roster?
What do I need to do after an instructor-led training class?
- Add a walk-in
- Mark attendance
- Close offering
- Assign the certification (via job role) if it's an initial training. Screenshots
Option 2: Ad hoc (one-on-one) training entry
Several open-ended sessions have been set up in Saba for recording training that is done one-on-one (e.g., fork truck hands-on, respirator fit-tests). These sessions are not available for learners to self-register. Instructors add records one at a time, as training is completed.
Option 3: Approval Inbox
Offerings that include tasks (e.g., hands-on fork truck training, respirator fit-tests) can be marked complete by either
- Using the Ad hoc entry method in above
Using the Approval Inbox: Screenshots
- Allows only marking complete the tasks on which you are listed as an approver. Task will be marked complete with current date.
- Record will not be added to user's transcript until all required tasks are complete.
- Allows recording/editing of individual tasks and dates
Option 4: Paper sign in sheet
If it is not possible to set up the offering in the system ahead of time, use a paper sign-in sheet. Make sure you get the trainees' MSU NetIDs.
After the training, if possible, add the pertinent information to the Excel template below for import.
Excel import template