How do I assign training?

Overview

Assigning training in Shifty allows training shifts to be scheduled for trainees with the appropriate trainer, date, and time.

Training can be assigned manually for full control over each training shift, or automatically when a new user is added with Trainee status. Automatic assignment helps reduce manual setup by identifying the training sessions needed based on the trainee’s position.

How to Assign Training Manually

1. Go to the Training tab.
2. Click Schedule Training.
3. Choose the trainee.
4. Select a trainer from the list.
5. Select the training shift.
6. Set the date and time.
7. Confirm or save the training assignment.

Manual assignment gives control over the trainee, trainer, training shift, date, and time.

How Automatic Training Assignment Works

1. Add a new user in Shifty.
2. Keep the user’s status set as Trainee.
3. Shifty identifies the training sessions needed based on the trainee’s position.
4. Choose the trainer.
5. Set the start date and time.
6. Shifty fills in the remaining training details.

Things to Know

• Training can be assigned manually or automatically.
• Manual assignment is done from the Training tab.
• Automatic assignment applies when a new user is added with Trainee status.
• Automatic training is based on the trainee’s position.
• A trainer, start date, and time still need to be selected when using automatic assignment.

Example

A new employee is added to Shifty as a trainee. Because their status remains set to Trainee, Shifty identifies the training sessions required for their position. The manager selects the trainer, start date, and time, and Shifty fills in the remaining training details and automatically assigns the required training to the new hire.

If a manager needs more control over a specific training shift, they can instead go to the Training tab and use Schedule Training to choose the trainee, trainer, training shift, date, and time manually.