Add a training period
Go to Team and click the person's name.
Under Training, click Add training.
Set the Start date and End date.
Turn on Exclude From Budget or turn off Count Towards PPD as needed.
Click Add training. Their shifts in those dates update, including ones already scheduled.
Change or end it
Open their profile again.
Change the dates or switches, then click Update training.
Or click Remove training. Their shifts count as normal again.
Good to know: For one shift only, open the shift with the pencil and turn on In training.
Common questions
What is the difference between the two switches?
Exclude From Budget leaves the shifts out of your staffing budget. Count Towards PPD controls whether the hours count in PPD.
Where can I see who is in training?
In Analytics, open the In Training report.