How to create and assign Courses for Employee Training
Courses are the assigned units of training your team completes in 7shifts. A Course is built from Lessons and Tasks arranged in a set order, and employees work through each step on the 7shifts mobile app until the Course is complete.
⚠️ Note: 7shifts Training is currently in Closed Beta. Features and functionality may change as we continue to gather feedback.
To join the Beta waitlist, visit the What's New page in the web app and select Join Waitlist. Please note that sign-up does not guarantee immediate access; our team will contact you directly as more spots become available.
Things to Know
Important: Managers and Assistant Managers require the permission "Can manage training" to create content and "Can view training" to assign courses and view training reports.
- Courses are built and published on the 7shifts web app. Employees complete Courses through the 7shifts mobile app.
- Employees must complete each step of a Course in order. A step stays locked until the previous one is finished.
Create a Course
Important: Once a Course is published, it can no longer be edited. Individual Lessons inside the Course can still be edited.
- From the web app, navigate to Training > Courses.
- Select + New course.
- Enter a Course title and Course description.
- Under Course Sequence, build the Course by adding at least one Lesson or Task.
- Use the Add lesson dropdown to select an existing Lesson from your Lesson Library.
- Select + Add task to add an off-screen action employees need to complete.
- Drag and drop Lessons and Tasks to adjust the order. The step count at the top of the page updates as you add items.
- Click Save Changes to save your Course draft.
- When you're ready to publish your Course, click the Publish button.
On the Courses page, you can use the All, Published, and Draft tabs to filter your view, search for a specific Course by name, or switch between grid and list view.
Assign a Course
Once a Course is published, you can assign it to your team and track completion in real time.
- Open the published Course and select Assign Course.
- Choose who should receive the Course:
- Location
- Department
- Role
- Specific employees
- You can choose to toggle on Auto-Assign new members if you want future employees added to the selected group to receive the Course automatically.
- Click Save Assignments to confirm.
Assigned employees will receive a push notification on their mobile device once a Course has been assigned. The Course card on the Courses page will show the assigned group (for example, "BOH" or "7shifts Cafe, FOH") along with the number of Lessons and Tasks it contains.
Track Course Completion
From the Courses page on the web app, select the Tracking and Reports tab to see the completion status for each Course at a glance. Use this view to confirm which employees are floor-ready and identify anyone who hasn't started or finished their assigned training.
Next Steps
- Review the employee guide for completing training on the mobile app.
- Build additional Lessons to expand your Lesson Library.
Related Articles
Getting Started with 7shifts Training
How to create Lessons for 7shifts Training