Configure Training Rating Positions

Type: How-To Module: Ratings (bonus) Template: v0.5

At a glance

Training Rating positions define what your team rates (the position being learned) and how it is rated (the criteria and star rubric). Create, edit, duplicate, delete, or deactivate positions from Settings, Training Ratings, without needing to submit a support ticket. Each Training Rating position has a 1:1 linked Passport with the same name; the number of positions is store-configured and will vary by store.

Before you start

Configuring Training Rating positions requires Manager permissions or higher. Position changes apply store-wide the moment they save; time edits for shift transitions when possible to avoid changing the rubric under an active training session.

When you add a Training Rating Position, the system auto-creates a paired Passport with the same name. You configure the Passport items afterward in the Passports module. Do not try to create the Passport manually first; the auto-creation will fail or duplicate.

Steps

All actions happen from Settings, Training Ratings. Each position row has a kebab menu (three dots) on the right that exposes four options: Edit, Duplicate, Delete, and Deactivate. A separate Create New button sits at the upper left of the page.

Access the Training Ratings settings

1. Tap Settings in the left menu.
2. Tap Training Ratings in the Settings panel.

The Positions & Criteria list opens. Use the search bar at the top to find a specific position quickly.

Create a new position

1. On the Training Ratings page, tap Create New on the upper left.
2. Enter a Position Name (for example, "First Day FOH," "Front Counter," "iPOS").
3. Add one or more Criteria. A Criterion is a behavior being rated (for example, Accuracy, Hospitality, Understanding). The number of criteria per position is variable. a position can have one criterion or several.
4. Tap + Add Criteria for each additional behavior you want rated separately.
5. Tap Create.

The new position appears at the bottom of the Positions & Criteria list. A Passport with the same name is automatically created and becomes available on team member profiles immediately.

Edit a position

1. On the Training Ratings page, tap the kebab menu on the position you want to change.
2. Tap Edit.
3. In the Position tab, rename the position, add new criteria, or delete existing criteria using the trash icon next to each.
4. Tap the Criteria tab and choose a criterion from the dropdown to adjust its star rubric. The rubric structure is fixed: 5 tiers per criterion, with tier values of 1.0, 2.0, 3.0, 4.0, and 5.0 (integer values only. no half-stars or decimals). Each tier has a description that leaders see during rating. Use Use Default Settings to reset to the OneClick template, or type custom descriptions for each tier level.
5. Scroll down and tap Save before leaving the window. Tapping Cancel reverts all changes.

Duplicate a position

Duplicating creates a new position from the same template. It is faster than building a similar position from scratch.

1. Tap the kebab menu on the position you want to duplicate.
2. Tap Duplicate.

A new copy appears at the bottom of the Positions & Criteria list, ready for you to rename and adjust.

Deactivate a position

Deactivating lets you work on a position without making it live. Use this when you are mid-revision and not ready for leaders to rate against the new rubric. Prefer Deactivate over Delete when retiring a position. deactivation preserves historical rating data and the linked Passport structure; deletion removes the position entirely. VERIFY: confirm exact behavior difference for historical ratings on Delete vs Deactivate (Q14, pending Jared).

1. Tap the kebab menu on the position you want to deactivate.
2. Tap Deactivate.
3. Confirm deactivation.

Deactivated positions do not appear in the rating prompts but are preserved for later editing or reactivation.

Delete a position

Deletion removes the position entirely. Historical ratings against that position stay in the record but no new ratings can be logged against it. Use deactivation instead unless you are certain the position should be permanently removed.

1. Tap the kebab menu on the position you want to remove.
2. Tap Delete.
3. Confirm deletion.

Why positions link to Training Passports

Training Rating positions and Training Passports are the two halves of the OneClick training feature. The Passport is the checklist a team member completes during training; the Rating is how leaders score performance on that position after training. They link 1:1. every Training Rating position has exactly one paired Passport. See Understand the Passport Lifecycle for the Passport side.

Common gotchas

Adding a position creates a Passport with the same name automatically. If you rename the position later, the Passport name does NOT update; rename it directly in the Passports module to keep them in sync.

Rating rubric edits apply to in-progress ratings. Changing a tier description mid-shift alters the meaning of ratings already given that day. Edit rubrics between shifts when possible. The rubric structure (5 integer tiers) cannot be changed; only the descriptions per tier are configurable.

Deactivation is not the same as deletion. Deactivated positions stop appearing in prompts but preserve the structure and historical ratings; deleted positions are gone entirely (though historical rating records remain). Deactivate when revising or retiring a position temporarily; delete only when you are certain you will not need the position or its data again.

Duplicate produces a copy at the bottom of the list, not in-place. If you are expecting the duplicate to appear next to the original, scroll to the end of the Positions & Criteria list.

The Customization Rubric used to be the only way to change this. Older customers may still think they need to submit a ticket. They can now self-serve from Settings, Training Ratings. OneClick Support is still happy to help new customers get set up initially.

Video

Video placeholder. An overview video exists from the legacy KB and can be re-embedded on publish.

Related articles

• Understand Rating Modes and Tiers (Reference)
• Answer a Rating Prompt (How-To Guides)
• Understand the Passport Lifecycle (Reference)
• Start a Passport for a Team Member (How-To Guides)

Still stuck?

Contact OneClick Support from the Chat menu, or email support@oneclickapp.com.

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Pre-publish checklist status

1 1f6d5f8d-7cab-468c-9e59-17a7a14f6324 complete Seven sections filled.

2 8790997a-bc51-468b-a78d-460b157c51eb complete Final step is a confirmation step.

3 c2bf3c2f-a383-4738-ba4f-3bbc3c136747 complete No em dashes, no hedge words, permission-based role references.

4 efe9564c-89f7-42e9-8dc1-66b862152607 complete No real identifying data.

5 b3526195-1552-4814-85b5-0266b6bf158d complete v2 2026-05-05: Kebab menu "Copy" corrected to "Duplicate" (live UI label). Rubric structure documented: variable criteria per position (1 to 5+), 5 fixed integer tiers (1.0-5.0). Delete vs Deactivate guidance strengthened; Deactivate preferred to preserve historical data. 1:1 Passport link clarified.

6 46579796-d278-41c7-a732-3ad0e5293f57 incomplete VERIFY Q14: Exact behavior difference for historical ratings on Delete vs Deactivate (pending Jared).

7 28b2fac8-efb5-4318-ad76-6fac3783f39e incomplete UI verified against Production (confirm "Duplicate" is exact label, not "Copy").

8 4751eeb2-821d-44a4-9d6c-ffb01f78e08d incomplete Screenshots at decision points.

9 3508e7bb-c1fc-47e3-970a-ec703b537eb8 incomplete Related article links activated.

10 a7b50108-fcd4-40f8-898a-67b3f2d36aaf incomplete Primary search term tested.

11 c37e9c34-2718-499a-978b-892735b80eca incomplete Reviewed by Jared and Kevin.

Source

v1: PDF-sourced, KBRW Turn 34. v2 corrections sourced from the 2026-05-02 clickthrough log (store 99997), findings F-21, F-22, F-24.