Helpful Tips for Program Leaders

As a Program Leader, you manage the day-to-day delivery of Programs and Courses within your organization. Depending on your responsibilities, you can work with Programs, Courses, Coaches, Participants, Cohorts, Activities, and delivery information.

How do I log in?

Go to https://pims.talenttransformation.com/ and sign in with your Talent Transformation account using the email address assigned to you in PIMS, normally your organization’s email address.

Can I use the dashboard?

Yes. You can use the dashboard to review operational information relevant to your organization and responsibilities. Where additional detail is available, you can select a metric to view the underlying records.

Can I view Programs?

Yes. You can view Programs available to your organization, review their status, search the Program list, and filter Programs by status.

Can I create or edit Programs?

No. Program creation, configuration, editing, archiving, restoring, and deletion are managed by the Program Administrator.

Can I manage Coaches?

Yes. You can view Coaches, add new Coaches, and assign one or more Coaches to a Course.

Can I manage Participants?

Yes. You can view Participants, search and filter the Participant list, add Participants individually, and import multiple Participants in bulk.

Can I manage Cohort membership?

Yes. You can add or remove Cohort memberships from a Participant record. You can also include Cohort information when importing Participants.

Can I create a Course?

Yes. You can create a Course from an active Program and enter the required Course information. You can create the Course with Participants or add them later.

Can I use a Cohort when adding Participants to a Course?

Yes. You can search for Participants individually or use a Cohort to help identify and select a group of Participants.

Using a Cohort is only a selection method. If Cohort membership changes later, the Course roster does not change automatically.

Can I add or remove Participants from a Course?

Yes. You can manage Participants from within the Course.

If a Participant has not started the Course, you can remove them. If a Participant has already started, you can retire them instead so their historical participation and progress are preserved.

Can I edit a Course?

Yes. You can update supported Course information and manage its roster. When you add new Participants, PIMS assigns the applicable published Activities to them.

Can I monitor Course delivery?

Yes. Open a Course to review information such as its dates, curriculum, Coaches, Participants, completion status, and Participants who have not started or are still in progress.

Can I see available assessments and online courses?

Yes. You can view the assessments and online courses, referred to as Activities, that are published and available within a Program or Course.