Agendrix makes it quick and easy to schedule training for your employees.
1- Creating a training shift
Scheduling training shifts in Agendrix not only informs relevant employees but also improves schedule clarity by properly marking training sessions and ensuring visibility for those with appropriate permissions.
To create a training shift:
Go to the "Schedule" 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.)
Add any relevant training documents (see point 2).
By default, the "Automatic clock-in" option will be checked. If you want your employee to clock in and out, uncheck it.
Click on "Create."
If you do not see the "Training" category or shift type while creating shifts, ensure to expand all available fields and check advanced settings. Verify that your account permissions allow you to add specialized categories like "Training." If you are using the web app and the issue persists, refresh the page to properly load all options.
The shift will then have the word "Training" in the schedule so that you and employees, can easily spot planned training.
Additionally, employees with the necessary permissions can view these training shifts in the schedule, ensuring seamless team coordination.
📌 Note that it is possible to disable the default automatic clocking-in option.
To do so, an administrator must:
Go to the "Settings" tab
Select the "Schedule management" submenu
Select or scroll to the "Shift settings" section
Deactivate the "Training shifts are automatically scheduled" option.
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- Add training documents
Plan Plus users can add documents from the Team library to make all training documents easily accessible.
Under the "Documents" section when creating a training shift, click on "Add", then select the document(s) you wish to add and click on "Select."
They will then be added and the employee will be able to access them directly via their schedule.
For more information on shared documents, please consult this article.
3- Adding a training shift to the timesheet
To add a training shift to an employee's timesheet:
In the employee's attendance sheet, click on the “+” on the desired day 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 manage the settings.