How do I create a training shift?
Create training shifts with checklist items, resources, and training details in Shifty.
Overview
Training shifts in Shifty define what should be covered during a trainee’s training session.
A training shift can include an overview, location and department settings, checklist items, optional resources, uniform details, and flashcard test settings. This helps trainers follow a consistent training process and ensures trainees receive the right information for their role.
How to Create a Training Shift
- In the Web App, go to Training.
- Select Training Shifts.
- Click Add Item.
- Enter a name for the training shift.
- Select the location settings for the training shift.
- Assign a department, or leave it set to all departments if the training shift applies to everyone.
- Select whether the training shift has a flashcard test.
- Add a brief overview of the training shift.
- Add any details the trainee should know before attending, such as what to bring.
- Select a uniform, if applicable.
- Add checklist items for the trainer to cover during the training shift.
- Attach any related resources, if needed.
- Save the training shift.
Things to Know
- Training shifts are managed from Training > Training Shifts in the Web App.
- Training shifts can be specific to certain locations.
- Training shifts can be assigned to a specific department or left available for all departments.
- Checklist items should cover the key topics or tasks the trainee needs to complete.
- Resources can be attached to support specific checklist items.
- If flashcards are associated with the training shift, enabling a flashcard test assigns that test when the training shift is completed.
- The overview should stay brief and explain what the training shift is about.
Example
A manager creates an Orientation training shift for new servers and bartenders.
The training shift includes an overview, a checklist with items like facility tour, staff introductions, where to put personal belongings, where to park, and being added to the POS. The manager also attaches a parking map resource to help the trainee understand where to park before their first shift.