1. Help Portal
  2. Using Deputy
  3. People
  4. Adding Training Requirements
  1. Help Portal
  2. Using Deputy
  3. Scheduling
  4. Adding Training Requirements

Adding Training Requirements

Updated on March 27, 2017

Before You Start

To set this up, you’ll need to be either a Location Manager or a System Administrator. Training requirements will allow you to control which employees are recommended to work in a particular area. If an area has the training category and the employee doesn’t, the employee can’t be recommended to work there. If the area has more than one training category, the employee needs all of them to be recommended. Easy! We’ll show you how it works below.

How Do I Create Training Modules?

First, click Locations at the top of your screen. Next, click “Edit Settings” next to the location.

Locations: Edit Settings
Locations: Edit Settings

Next, please click “Areas” on the left. You’ll see your areas displayed for you. Please click “Edit” next to one you’d like to create training for, or apply existing training to.

In the Area you’ll see a section named training. To create a new training category please click in the training area and begin typing it in. You’ll see the training category appear below. To finalise it’s creation you MUST click it. Afterwards, click Save.

That’s it! You’ve created the training category, and after clicking the training category to finalise it it will appear as below.

How To Apply Training

Once you’ve created training for your Areas, you’ll need to apply it to your employees. There are two ways to do this.

Applying Training To Single Employees

To do this, please go to the People page. Next, click Options then Edit next to an employee. This will bring up their profile.

People: Editing employee's details
People: Editing employee’s details

In the employee’s profile, please scroll down to the training section and click it. You’ll see the training you created in the list displayed.

People: Editing employee's training
People: Editing employee’s training

Next, you’ll see it displayed in the training list. Finally, click the Save button at the bottom. That’s it!

People: Edit details
People: Edit details

Applying Training To Multiple Employees

To do this, go to the People page. Next, you’ll need to click the checkboxes on the left of each employee you’d like to add the training to.

People: Select multiple employees
People: Select multiple employees

Next, click “Bulk Actions” at the top of the list, where you’ll see an option reading “Add Training”. Please click it.

Next, click in the box and select the training you have created in the list displayed.

After doing so, please click Save. That’s it!


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