1. Retail Staff HRMS
  2. Process
  3. Training readiness
Process · Training readiness

Training readiness

Connect an employee's assigned learning, completion record and first store shift.

Step by step

  1. Staff record HR Manager

    HR Manager confirms the employee record and the store role for which learning is needed.

    • Person and intended position
    • Updates Employees, Positions
  2. Training assignment HR Manager

    HR Manager enters a Course Enrollment with the course, employee, reason and due date. Store Manager sees upcoming work in Training due.

    • Required learning and due date
    • Updates Courses, Course enrollments
  3. Completion evidence HR Manager

    HR Manager records the enrollment's completion date and a training record with its provider, date and certificate reference where applicable.

    • Completion and validity context
    • Updates Course enrollments, Training records
  4. Store assignment Store Manager

    Store Manager checks the learning record when preparing the first assignment for that role coverage.

    • First shift and transition work
    • Updates Store staff assignments, Onboarding tasks
HR Manager
Maintains learning and transition records.
Store Manager
Checks readiness for the shift.
Employee
Completes assigned learning.
Admin
Controls access.

Set up Retail Staff HRMS your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started