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How to add and Manage Skillsets

Steps on how to add and manage skillsets in Luvelo shifts

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Written by Luvelo Support
Updated this week

Purpose: Used to define and manage a specific skill or competency within the organization.

Accessing the App

Application Role Required: ScheduleAndAssignments

  1. Log in to Luvelo Shifts by visiting app.luvelo.org/shifts in your web browser.

Creating a skillset

  1. Click on "Skillsets".

  2. Click on 'New skillset'.

  3. Fill in the required fields:

    • Skillset Name: Defines the name or title of the skill being created (e.g., Network Troubleshooting, Inventory Management). It identifies the specific competency area.

    • Department: Indicates which department the skill belongs to (e.g., SYS – Systems), helping organize and filter skills by functional area.

    • User Group: Specifies the group of users or roles (e.g., Technicians, Supervisors) who the skill applies to or who may require proficiency in it.

    • Standard Operating Procedure: Links the skill to a specific SOP document that outlines the standard method or guidelines for performing tasks related to that skill.

    • Do you want to copy personnel proficiencies from an existing skillset?: Allows importing existing proficiency data from another skillset to save time and maintain consistency when setting up similar skills.

    • Responsibilities – Lists the key duties or tasks associated with the skill. This helps define what someone proficient in this skill is expected to perform.

  4. Click the "Save" button.

Copying employee from skill

When creating a new skill, you can copy employee from an existing skill to speed up the process.

Follow these steps to copy an employee from a skill:

  1. Activate the copy personnel proficiencies from an existing skillset option.

  2. Selecting the existing skill you want to copy employees from and 'Save' will copy personnel proficiencies from selected skillset.

Adding employees to a skill

Allows adding employees to a specific skillset.

Follow these steps to add an employee to a skillset:

  1. Select the add employee icon.

  2. Click 'Add new employee' button.

  3. Choose department and employees.

  4. Choose the proficiency level.

  5. Click 'Add Employees'.

Edit or delete employees' skillsets

Allows editing proficiency or deleting employee from a skillset.

Follow these steps to edit or delete an employee's skillsets:

  1. Select the add employee icon.

  2. Click the pencil icon to edit the employee proficiency.

  3. Change the proficiency and click 'Save'.

  4. To remove employee, click on the 'Delete' button.

Creating a skill within positions

You can also create a skill when creating a new shift position. To create a skill within positions, select create matching skill.

Follow these steps to create a skillset within positions:

  1. Click on the 'Positions' tab.

  2. While filling out new position details, Click the 'Create matching skill' red text.

  3. Toggle switch to 'copy personnel proficiencies from an existing skillset'.

  4. Fill out the skillset details and click 'Save'.

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