Training Tracking
Track training completion and ensure trained staff are scheduled appropriately.
Why Track Training?
Training tracking helps ensure employees have the skills needed for their scheduled tasks. Unlike certifications (which are typically external), training tracks internal skill development.
Skills-based scheduling
Only schedule trained staff
Onboarding tracking
Monitor new hire progress
Cross-training visibility
See who can cover what
Refresher reminders
Track when retraining is due
Setting Up Training Programs
Define Training Types
Go to Settings → Training and create training programs your team needs.
Configure Each Training
Set up details:
- • Name and description
- • Required for which positions
- • Refresher interval (if applicable)
- • Prerequisites (other training required first)
Link to Tasks/Shifts
Associate training with specific shift types or tasks that require it.
Example Training Types
Equipment Operation
Forklift, POS system, machinery
Station Training
Register, grill, drive-thru
Safety Training
Hazmat, emergency procedures
Customer Service
Returns, complaints, upselling
Software Systems
CRM, inventory, scheduling
Manager Training
Opening/closing, cash handling
Recording Training Completion
Manager Entry
Go to employee profile → Training tab → Mark training as complete with completion date.
Bulk Update
After a group training session, mark multiple employees complete at once from Team → Training → Bulk Update.
Self-Service
Employees can mark certain training types complete (requires manager approval if configured).
LMS Integration
If you use a Learning Management System, training completion can sync automatically.
Training in Scheduling
Training status affects scheduling in several ways:
Available for Assignment
Trained employees appear as available for shifts requiring that training.
Training In Progress
Partially trained employees can be scheduled with a trained buddy.
Not Trained
Untrained employees don't appear as available (or show a warning if enforcement is set to warn).
Onboarding Checklists
Create onboarding programs that combine multiple training items:
- 1.Go to Settings → Training → Onboarding Programs
- 2.Create a program (e.g., "New Hire - Cashier")
- 3.Add required training items in order
- 4.Set target completion timeframe
- 5.Assign to new employees when they join
Managers can track onboarding progress from the dashboard.
Training Reports
Skills Matrix
Grid showing all employees and their training status for each program.
Expiring Training
List of employees needing refresher training soon.
Onboarding Status
Progress tracking for new hires.
Coverage Gaps
Identify shifts or positions with insufficient trained coverage.
Need help with training tracking?
Contact Support