How to Set Trainers on the Schedule

How to mark and assign users as Trainers

Label the User in their Profile

• Open the User File for the person.

• In roles/labels, set one of the following as needed:

  • Trainer

  • Trainee

  • (Leave as regular cleaner if neither applies)

• Save.
  Note: This label is for quick reference/visibility in views; it does not by itself activate training pay.

1. Activate Training Status for Today

   • Go to Route Management (you can also do this on the Schedule Board).

   • Select the user (e.g., Ashley).

   • Use the Training control:

     • Set as Trainer (Today) to mark them actively training.

     • Set as Trainee (Today) if they’re being trained.

   • (Optional) Pair the trainer with the trainee for today’s route.

2. Verify the Activation

   • In Route Management/Schedule Board, you’ll see the Training status applied for today (distinct from the static label in the user file).

3. End or Change Training Status

   • When they’re not training, toggle Training → Off for that user.

   • You can re-activate on any future day as needed.

4. Payroll Reminder

   • Training stipend/pay applies only when the user is activated as Training for that day.

   • Simply labeling someone as Trainer/Trainee in the user file does not trigger training pay.

Tips

• The User File label = quick identification (who can train / who is trainee-capable).

• The Daily activation (Route Management or Schedule Board) = what actually controls today’s status and stipend.