đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Assigning training modules ensures users complete mandatory material before they can be scheduled or begin work. Depending on your organisational requirements, you can roll out training across your entire organisation, or restrict it to specific Events, individual Shifts, and Role Offers.
đĄTip: A training module must be created in order to assign it. See the Training Management articles to determine which form of training suits your organisation.
IN THIS ARTICLE:
Assign Training to an Organisation
Assigning a training at the organisation level applies the training module across all Events and Shifts by default. To alter this for a one-off scenario, you can override this global setting at the Event or Shift level.
Click Settings > Organization Settings.
Click the Training tab.
Click the Choose a Training for all Users dropdown menu to select a training module.
Click the Save button.
Assign Training to an Event
Assigning a training at the Event level applies the training exclusively to that Event and all of its corresponding Shifts. Training can be assigned when creating or updating an Event.
Click Events > Events.
Click the More Actions menu on the Event you wish to assign training to.
Click Update. The Update Event screen appears:
Click the Users tab.
Click the Audience Requirements section.
Click the Choose a Training dropdown menu to select a training module.
Click the Save button.
Assign Training to a Shift
Assigning a training to an individual Shift applies the setting strictly to that single Shift, leaving the rest of the Event unaffected. Training can be assigned when creating or updating a Shift.
Click Events > Events.
Click the View Shifts icon.
The Shifts for the Event appear:
Click the More Actions menu on the Shift you wish to assign training to.
Click Update. The Update Shift screen appears:
Click the Users tab.
Click the Audience Requirements section.
Click the Choose a Training dropdown menu to select a training module.
Click the Save button.
Assign Training to a Role Offer
Assign training modules directly to a Role Offer to enforce prerequisite learning for specific positions. Users assigned to the offer will be required to complete the selected training before their role is confirmed. Training can be assigned when creating or updating a Role Offer.
Click Headcount > Role offers.
Click the More Actions menu on the Role Offer you wish to assign training to.
Click Update. The Update Role offer screen appears:
Click the Settings tab.
Click the Choose a Training dropdown menu to select a training.
Click the Save button.
Assign Training to a User
Assigning training to a specific user lets you mandate modules for an individual rather than an entire group. The user will be notified of the assignment and must complete the required material before they can be scheduled.
Click Users > Users.
Click the More Actions menu on the user you wish to assign training to.
Click the Training section in the left-hand menu.
Click the Add User To Training button. The Add User To Training window appears:
Enter the name of the training module.
Click the Submit button.