ShiftWizard Trainer

Are you looking for a ShiftWizard software trainer who can lead corporate training at your company? We can match you with an experienced ShiftWizard trainer who can run a virtual Rostering training session for your business.

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ShiftWizard Online Training

There are many reasons why companies request training in using ShiftWizard software. They might have recently signed up to ShiftWizard and want to ensure that they’re using the software to its full potential. They might want to onboard staff members to use ShiftWizard and want a certified trainer to answer all the tough questions that the team has.

In this article, we’ll be looking at some basic information that will help you get prepared for working with a software trainer. We’ll look at ShiftWizard implementation steps, how to onboard new users, how to train admins and how to best set up permissions. We’ll also look at a sample one-day training schedule that you could tailor with your trainer and will outline our upcoming ShiftWizard online course. Let’s start with implementing ShiftWizard in your business.

Implementation

To get started with ShiftWizard, a rostering software, the first step is to sign up for an account on their website. Once registered, the company can begin setting up their organization’s information, such as departments, locations, and employee details. The next step is to create shifts and assign them to employees based on their availability and skills. The software also allows for easy communication with employees through notifications and messaging features. Additionally, ShiftWizard offers reporting and analytics tools to track employee schedules and monitor labor costs. Overall, implementing ShiftWizard can streamline the rostering process, improve communication, and optimize workforce management for the company.

Who Needs Training?

ShiftWizard is a powerful rostering software designed to streamline workforce management for companies. The types of users who would benefit from training in this software include HR managers, scheduling coordinators, and team leaders. HR managers can learn how to efficiently create and manage employee schedules, ensuring optimal staffing levels. Scheduling coordinators can benefit from training on how to use the software to assign shifts, track employee availability, and manage time-off requests. Team leaders can learn how to use ShiftWizard to communicate with their team members, view and approve schedules, and make necessary adjustments. Training in ShiftWizard will empower these users to effectively utilize the software’s features, resulting in improved scheduling accuracy, increased productivity, and enhanced employee satisfaction.

User Onboarding

1. Start by creating user accounts for each new user in ShiftWizard, ensuring that their contact information and role within the company are accurately recorded.
2. Provide new users with login credentials and instructions on how to access ShiftWizard via the web or mobile app.
3. Conduct a comprehensive training session to familiarize new users with the software’s features and functionalities, including how to create and manage shifts, request time off, and communicate with team members.
4. Encourage new users to explore ShiftWizard’s user-friendly interface and experiment with different features to enhance their understanding and proficiency.
5. Assign a mentor or point of contact within the company who can provide ongoing support and answer any questions that new users may have during their onboarding process.
6. Regularly check in with new users to ensure they are comfortable using ShiftWizard and address any concerns or issues that may arise.
7. Continuously provide resources such as user guides, video tutorials, and FAQs to assist new users in maximizing their utilization of…

Training Admins

To train admins of ShiftWizard, start by providing an overview of the software’s features and functionalities. Explain how to navigate the user interface, create and manage employee profiles, and generate schedules. Demonstrate how to input shift details, assign employees, and handle shift swaps or time-off requests. Train admins on how to use the reporting and analytics tools to track employee attendance and performance. Encourage admins to explore the software’s communication features, such as messaging and notifications. Offer hands-on practice sessions and provide user manuals or video tutorials for reference. Additionally, consider organizing regular training sessions or webinars to address any questions or concerns that may arise during the learning process.

Setting Up Permissions

To set up user permissions in ShiftWizard, start by accessing the admin dashboard. From there, navigate to the “User Permissions” section. Here, you can create different user roles and assign specific permissions to each role. For example, you can create a “Manager” role with full access to all features, while a “Staff” role may only have access to view their own schedule. You can also customize permissions for specific modules, such as time-off requests or shift swaps. Additionally, you can set up restrictions for certain actions, such as preventing users from editing schedules beyond a certain date. Once you have defined the roles and permissions, save the settings to apply them to all users within the organization.

ShiftWizard Training Schedule (example)

9:00 AM – Introduction to ShiftWizard: Overview of the software’s features and benefits, including how it simplifies employee scheduling and improves communication.

10:00 AM – Creating and Managing Shifts: Step-by-step guidance on creating shifts, assigning employees, and managing shift changes or cancellations.

11:00 AM – Employee Management: Training on adding and managing employee profiles, including setting up availability, managing time-off requests, and tracking certifications.

12:00 PM – Lunch Break

1:00 PM – Communication and Notifications: Explaining how ShiftWizard facilitates communication between managers and employees through messaging, notifications, and alerts.

2:00 PM – Reporting and Analytics: Demonstrating how to generate reports on employee schedules, labor costs, and other key metrics to optimize workforce management.

3:00 PM – Q&A Session: Addressing any questions or concerns from the trainees and providing additional support or clarification on any topics covered throughout the day.

4:00 PM – Wrap-up and Next Steps…

Upcoming ShiftWizard Course

We have a comprehensive ShiftWizard course on our waitlist for creation. Join the course waitlist for the below course.

Course Name: Mastering ShiftWizard: Efficient Rostering for Optimal Workforce Management

Description: This comprehensive online course is designed to equip individuals with the necessary skills to effectively utilize ShiftWizard, a powerful rostering software. Participants will learn how to streamline workforce management processes, create efficient schedules, and optimize staff allocation. Through interactive modules, practical exercises, and real-world examples, learners will gain a deep understanding of ShiftWizard’s features, including shift swapping, time-off requests, and communication tools. By the end of the course, participants will be proficient in using ShiftWizard to enhance productivity, reduce scheduling errors, and improve employee satisfaction.

Expected Learning Outcomes:
1. Master the fundamentals of ShiftWizard and navigate its user-friendly interface.
2. Create accurate and optimized schedules that meet organizational needs and comply with labor regulations.
3. Utilize advanced features to efficiently manage shift swaps, time-off requests, and employee communication.
4. Implement best practices for workforce management, resulting in increased productivity and.

What Next?

We’ve outlined above some of the basics of implementing ShiftWizard in your business, getting staff onboard, updating settings etc and we’ve also looked at a sample online training schedule. If you’re looking for a virtual training session or in-person, on-site ShiftWizard training, reach out using the Request Training button above. If you’d like to enrol in a self-paced, online ShiftWizard course, join the course waitlist and you’ll be the first to know when it launches.

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