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Team Management

Staff Training Software

Build a structured training program once, then track every trainee through it. Shift-by-shift task items, completion sign-off, and notes from trainers — all in one place.

Reusable templates
Per-shift task items
Sign-off trail
Trainer notes
Training — Trainees in progress
Active trainees
+ Enrol trainee
AR
Alex Rivera11 / 12 items
Barista — Level 1
MJ
Mia Johnson6 / 11 items
Front-of-house
NP
Noah Park2 / 12 items
Barista — Level 1
3 in progress · 8 completed this quarter
How to

Run a training program

Build a reusable template, enrol trainees, track progress shift by shift, and sign off when they're ready.

1

Build a training template

Create a template once for each role or program (e.g. Barista Level 1, Front-of-House Induction). Give it a name and a short description so trainers and trainees know what it covers.

New training template
Create training template
Template name
Barista — Level 1
Description
Foundational coffee skills — espresso, milk, service flow.
Create template
Cancel
2

Add shift blocks and task items

Break the program into shift blocks (e.g. Shift 1: orientation, Shift 2: hot drinks, Shift 3: opening procedures). Add the task items each block covers. Edit them inline — changes save automatically as you move through each item.

Barista — Level 1 · Shift blocks
Shift 1 — Orientation3 items
Workplace tour
POS basics
Health & safety briefing
+ Add another item
Shift 2 — Hot drinks3 items
Shift 3 — Service flow3 items
+ Add shift block
3

Enrol a trainee

Pick a staff member from your team directory and enrol them in a template. Each enrolment is independent — trainees move through the same template at their own pace and you can have several people running through it at once.

Enrol trainee
Enrol a new trainee
Staff member
AR
Alex Rivera
Training template
Barista — Level 1
Enrol & start training
4

Tick off items and leave notes

As trainees work through their shifts, managers or designated trainers tick off completed items and leave per-shift notes (what went well, what needs more practice). Each completion is timestamped against the person who signed it off.

Alex Rivera · Barista — Level 1
AR
Shift 2 — Hot drinks
2 / 3 items complete
Espresso extraction
Signed off · Sam · Sat 10:32am
Milk texturing
Signed off · Sam · Sat 11:15am
Latte art basics
Trainer note · Shift 2
“Espresso dial-in nailed first try. Pour a bit fast on the milk — practice this next shift.”
5

Review progress and archive

The trainee dashboard shows everyone's progress at a glance — how many items signed off, how many shifts complete, and how long since their last update. Once a trainee finishes, archive their enrolment to keep your active list clean while preserving the full history.

Training overview
8
Completed
3
In progress
2
Templates
Each trainee card shows live progress — items signed off and shifts complete. Archive an enrolment when someone finishes to keep your active list tidy while preserving the full history.
Tips

Get the most from staff training

Lessons we've picked up watching managers run training programs that actually land.

Reuse templates for every hire
Build the template once, perfect it over a couple of cohorts, then run every new starter through the same structured path. Consistency beats memory.
Keep items shift-sized
Each task item should be something a trainee can practise and demonstrate in one shift. Big items (e.g. "knows the menu") split into smaller ones that are tickable.
Notes are the gold dust
The per-shift notes are where coaching lives. "Great latte pour, dial in the espresso slower next time" beats a tick mark every time — and the trainee can re-read them.
Multiple trainers, one trail
Different shifts often have different trainers. Every sign-off records who ticked which item and when — so a Sunday manager can pick up where a weekday trainer left off.
Sign-off before solo shifts
Use the sign-off trail as the gate to put a trainee on a shift alone. "All Shift 3 items signed off" is a much cleaner standard than "feels ready".
Archive, don't delete
When someone finishes, archive their enrolment rather than removing it. The trail stays searchable if you ever need to prove someone was trained on a specific procedure.
Related

Up next

Explore other features that pair well with training.

Digital Onboarding
Bring new hires on board before day one
Staff Management
Your team directory and role permissions
Daily Checklists
Repeating opening / closing checks
FAQ

Common questions

Who can sign off on training items?+
Any team member with manager-level permissions can tick off items. Sign-offs are timestamped against the person who marked them complete, so you keep a clear trail.
Can multiple trainees go through the same template at once?+
Yes. Each trainee's enrolment is independent. You can have several people working through the same Barista template at different shifts and stages.
Where do the trainer notes appear?+
Notes attach to a specific shift block within an enrolment, so a Saturday note about "needs latte art practice" is visible to whoever picks up the next shift with that trainee.
What happens when training is finished?+
Archive the enrolment. The trainee remains active in your staff list; the training record is preserved for audit / sign-off purposes but doesn't clutter the active trainees view.

Ready to make training stick?

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