Training & Onboarding

The Training & Onboarding system is a mini-LMS that helps you create structured courses, quizzes, and onboarding checklists for your team.

Training Courses

Creating a Course

1. Go to HR → Training → Courses.
2. Click Create Course.
3. Fill in the title, description, category, and optional cover image.
4. Add lessons in order — each lesson can be:
   • Rich Text — formatted text with images
   • Video — embed a video URL
   • File — upload a document (PDF, etc.)
   • Link — link to an external resource
5. Optionally add quiz questions (multiple choice) with a passing score.
6. Set assignments — assign to specific roles, departments, individuals, or everyone.
7. Click Publish when ready.

AI Course Generation

Click AI Generate to have AI create a complete course with lessons and quiz questions based on a topic description.

Badges & XP

Each course can award a badge (emoji icon) and XP points on completion. Set up custom milestone badges in HR → Training → Badges to reward employees for completing multiple courses, achieving perfect quiz scores, or finishing courses quickly.

Taking a Course (Employee View)

1. Go to My Workplace → My Training.
2. Click on a course to see the lesson list.
3. Complete each lesson by clicking Mark as Complete.
4. If the course has a quiz, pass it with the required score.
5. A celebration overlay appears when the course is completed, showing the badge earned and XP awarded.

Onboarding Checklists

Creating a Template

1. Go to HR → Training → Onboarding.
2. Create a template with ordered items. Item types:
   • Checkbox — simple task to check off
   • Course — linked to a training course (auto-completes when course is done)
   • Acknowledge JD — employee acknowledges their job description
   • Upload Document — employee uploads a required file
3. Set the scope to Universal (all new hires) or Role-specific.

Auto-Assignment

Onboarding checklists are automatically assigned when a new employee is added to the store. Managers can also manually assign checklists from the Onboarding Progress page.

JD Acknowledgment

When a role's job description is updated, employees in that role are notified to re-acknowledge it. Acknowledgments are tracked with version hashes to ensure employees have seen the latest version.

Notifications

The system sends Telegram notifications when onboarding is assigned, when it's incomplete for more than 3 days (daily reminder), and when all checklists are completed.