The staff training portal

Most floor staff do not need a Servora account, and giving one to everybody who works a Saturday is neither practical nor safe. There are two places they train instead, and neither needs one.

The Staff Portal: Learn

Every employee with a Staff Portal PIN already has Learn on their phone: their courses, the quizzes that test them, their progress and their certificates, and Board for the leaderboard. Give staff a PIN under HR → Staff PINs — see Clock-in — and there is nothing else to set up.

1. Learn — everything assigned to them, on their own phone.
2. A course — read it, then take its quiz.
3. Their score — their best result on the quiz.
4. Compliance — a course they must hold.
5. My progress — what is done and what is still to do.
6. My certificates — every certificate, with its QR code.

The Training Portal: your SOP library

The Training Portal is a separate website for your recipes' SOPs — the method, the photos and the video for every recipe with preparation steps — that staff can read on any device. Set it up under Settings → Training Portal:

1. Share the Employee Registration URL. Staff sign up there with their email.
2. Approve them under Pending. Only approved people can sign in.
3. They sign in at the Employee Login URL from then on.

1. Available SOPs — recipes with preparation steps, which is what the portal shows.
2. Login link — where approved staff sign in.
3. Registration link — share it with new staff.
4. Pending — sign-ups waiting for you to approve.
5. Export SOPs — the SOPs as a PDF, all of them or one category.
6. Saved PDFs — kept until the SOPs change.

Why not just give everyone a login

Because a Servora account carries permissions, an email address, a password to forget and an account to disable when somebody leaves. A Staff Portal PIN or a Training Portal sign-in carries none of that, and it is the correct amount of access for somebody whose only task is to watch a five-minute course about allergens.