| Note: From October 1st, we're introducing new plans that better reflect how our customers use Deputy: Lite, Core, and Pro. If you're an existing customer, look out for an email soon with all the details you’ll need. Learn more about the new plans and what this change means for you. |
You can filter the Schedule page to only show team members with a specific training module assigned to them. Any users with access levels of Supervisor, Location Manager or System Administrator can do this.
Firstly, ensure you have set up your training modules and assigned them to the relevant team members.
Filter by training module on the Schedule page
On the Schedule page, there are two ways to filter by training module.
Quick text search
From the Schedule tab, click on the search bar and type in the name of the training you would like to filter by.
In the example below the scheduling manager is filtering for all team members with sales training.
All team members with the specified training module on their profile will now appear in the list on the schedule. If you click the employee's name as shown in the example above, you can see the training modules that this employee has completed.
Filter and sort tool
From the Schedule tab, click the filter icon next to the search bar above the team member list. This will open the Filter and sort tool where you can filter by Training.
You can select as many training tags as you need to quickly find the rights team members.
The filter uses "or" logic which means the results include team members who match any of the options you select. For example, if you choose the two training tags (eg. RSA and Barista), the list will include anyone who has a RSA, anyone who has Barista, and anyone who has both.
When you apply filters, the schedule also highlights shifts assigned to those team members, making them easier to review or update.
Filter by training module on the People page
Another place to see a list of which team members have a specific training module assigned to them is using the Filter and Display selections on the People page.