Rotas And Workforce Management makes it quick and easy to schedule training for your employees.
1- Creating a training shift
To create a training shift;
Go to the “Rota” tab
Click on “New shift” for the desired employee and day
Select the “Training” option
Enter the start and end times
Enter the position
Enter any other relevant information (break, tasks, etc.)
By default, the “Automatic clock-in” option will be checked. If you want your employee to clock in and out, uncheck it.
Click “Create”.
The shift will then have the word “Training” in the schedule so that you and employees, can easily spot planned training.
📌 Note that it is possible to deactivate the default automatic clocking-in option.
To do so, an administrator must;
Go to the “Settings” tab
Select the “Scheduling” submenu
Select or scroll to the “Shift settings” section
Deactivate the “Automatically clock in/out for planned training shifts” option.
Click Save
This way, training shifts will not be automatically clocked in and out according to the schedule, and your employees will have to clock as they normally do.
2- Adding a course to the timesheet
To add a training shift to an employee's timesheet
In the employee's attendance sheet, click on the “+” for the day in question to add a time entry.
Select the “Training” option
Enter start and end times
Enter breaks if required
Confirm location and position
Click on “Save”
The time entry marked “Training” will then appear in the employee's timesheet.
4-Export trainings with payroll
It is possible to add the code corresponding to your training shifts to your payroll integration parameters, in order to export them to your payroll system.
To do this, an administrator must go to the “Settings” tab, then select the “Integrations” submenu and click on the integration to adjust the settings.