Training and onboarding
Training tracks, signing skills off, trial shifts and new starters.
How training and onboarding work
The ideas behind training tracks, the new-starter checklist and probation, who can do what, and where each task is explained.Web and iPhoneSee your training
Find what you are being trained on now, what is coming up and what you have been signed off on, on the iPhone.iPhoneConfirm your induction steps
Tick the induction steps you have been shown, on the iPhone, so your record says you have seen each one.iPhoneMark a skill trained or sign it off
Log training on someone’s record from the web or the iPhone: mark a skill trained, add a note, flag it ready, sign it off or send it back.Web and iPhoneSign off several skills at once
Tick a batch of skills for one person, or for everyone on a training, and mark them trained or sign them off in one go on the web.WebAdd people to a training track
Put one person or several on a track, choose when they start, give them a trainer and due dates, and change or remove any of it later.WebSet up a training track
Build a track on the web: choose its kind and who goes on it, then add its trainings and the skills in each.WebSet when a training is due
Give a training a window counted in shifts, days or weeks from the day someone starts, and a refresh period after sign-off.WebSee where the team’s training stands
Find who is ready to sign off, who is overdue and whose skills need a refresh, and read the skills matrix for a location.Web and iPhoneWork through a new starter’s onboarding checklist
Open a new starter’s checklist on their record, tick the lines that are yours, and see which lines tick themselves and which are overdue.Web and iPhoneFinish your set-up as a new starter
See the lines of your onboarding checklist that are yours to do, when each is due, and tick them off on the iPhone.iPhoneChange the onboarding checklist
Edit the list every new starter at a location gets: add, remove and reorder lines, set when each is due and whose it is, or switch the checklist off.WebRecord a probation review
When a new starter’s probation is ending, look at how it has gone and record the outcome: passed, extended to a new date, or ended.Web and iPhoneSet how long probation lasts
Set a location’s probation length and how far ahead managers are reminded, and give one person a different length or take them off probation.Web and iPhone