How to create and assign Courses for Employee Training

Employee Training lets you build and assign structured training Courses for your team directly in the 7shifts app. 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.

Things to Know

• Managers and Assistant Managers can only view or edit Courses that match the Locations assigned to their employee profile.
• 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.
• Courses can be edited at any time. Publishing updates to a Course will apply to everyone currently assigned to it. However, if an employee has already marked the Course as completed, they will not be prompted to take it again or complete any newly added material.

Create a Course

7shifts Training offers two Course types: Full Course and Bite-sized. Full Courses are built from existing Lessons and Tasks arranged in a sequence. Bite-sized Courses are single-topic lessons built directly in the Content Builder and can be sent as an announcement.

Full Course

1. From the web app, navigate to Training > Courses.
2. Select + Create course, then choose Full Course.
3. Enter a Course title and Course description. 
4. 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.
5. Drag and drop Lessons and Tasks to adjust the order. The step count at the top of the page updates as you add items.
6. Click Save Changes to save your Course draft. 
7. When ready, click Publish to publish the Course.

Bite-sized 

Bite-sized Courses are designed for quick, focused training on a single topic — such as a new menu item or policy reminder. They are built directly in the Content Builder.

1. From the web app, navigate to Training > Courses.
2. Select + Create course, then choose Bite-sized.
3. In the Lesson Builder, choose how to create a Lesson:
   • Text Prompt: Enter a specific prompt, such as "Create a lesson on making a Shirley Temple," and AI will generate instructional content and quizzes.
   • Document Upload: Upload a PDF or DOCX file (up to 10MB). AI will extract content and images to create sections and quizzes.
   • Manual (Start from Scratch): Add sections, pages, and content manually into the Lesson.
4. In the Content Builder, add a title and page content. You can upload media (PDFs, images, or videos) to support the lesson.
5. When finished, click Save & Assign. 

Send Bite-sized Course as an announcement to your team: 

1. In the Assign and publish Course modal, choose who should receive the Bite-sized Course:
   • Location
   • Department
   • Role
   • Specific employees
2. Toggle on Send an announcement to notify your team with a message and direct link to the Course. 
3. Click Assign & publish.

Employees will receive an Announcement with a direct link to complete the Course. 

Tip: 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 card and list view.

Adjust Course quiz settings

You have the ability to adjust the settings to configure how quizzes in the Course are scored.

1. While viewing the selected Course, click on the Settings tab.

   

2. Under the Quizzes section, select your preferred Grading option:
   • Graded: Records each learner's score. Learners get one shot per quiz with no retakes. Note that failing a quiz does not block course completion.
   • Practice: The quiz counts as complete once answered, and no score is recorded.
3. Your quiz settings will apply to all quizzes contained within that selected Course. 
4. Be sure to click 'Publish Changes' at the top right of the screen if you updated these settings after the course was originally published. 

Assign a Course

Once a Course is published, you can assign it to your team and track completion in real time.

1. Open the published Course and select Assign Course.
2. Choose who should receive the Course:
   • Location
   • Department
   • Role
   • Specific employees
3. 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.
4. Click Save Assignments to confirm.

Assigned employees will receive an email and push notification (if enabled) 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.

Next Steps

• Review the employee guide for completing training on the mobile app.
• Learn more about Tracking and Reporting. 
• Build additional Lessons to expand your Lesson Library.

Related Articles

Getting started with Employee Training
How to create Lessons for Employee Training
How to track Employee Training progress in 7shifts
How to add and manage resources in the Employee Training Resource Library
How to Complete a Training Course in 7shifts (For Employees)