Purpose: To define and manage the specific abilities or qualifications required for various shift positions. By linking employees to relevant skillsets, the system ensures that only suitably qualified personnel can be assigned to corresponding shift positions, promoting efficiency and role suitability in scheduling.
Accessing the App
Required Role: ScheduleAndAssignments
Log in to Luvelo Shifts by visiting app.luvelo.org/shifts in your web browser.
Creating a New Skillset
Click on 'Skillsets'.
To add a skillset click on 'New Skillset'.
Enter the Skillset details: Fields marked with an asterisk (*) are mandatory, while those without are optional:
Skillset Name: The title used to identify the skillset. This should be unique to clearly distinguish it from other skillsets.
Department: The department to which the skillset is associated (e.g., Systems, HR, Finance).
User Group: The group of users or employees that the skillset applies to. This can be selected from existing groups within the system.
Standard Operating Procedure (SOP): The SOP linked to the skillset, providing guidelines or instructions relevant to employees with this skillset and can be viewed during clocking in.
Copy Personnel Proficiencies from an Existing Skillset: Option to replicate the proficiencies or competencies from another existing skillset, simplifying setup for similar roles.
Responsibilities: A list of specific duties or tasks associated with the skillset. Users can add or delete responsibilities as needed.
Click the "save" button to save the new skillset.
Adding Employees to a Skillset
Click on the person icon withing the skillset to add or update personnel with their proficiencies.
Click on "Add New Employee(s)"
Choose department if you want to filter by a particular department.
Click on the "Select an Employee" dropdown to start choosing employees
Click on the checkbox next to the employee name to select that employee. If you want to add all employees you can click on "select all".
Choose the proficiency for the employee(s) you want to add.
Trainee - An individual who is new to the task or skill and is currently learning. Requires guidance and supervision to perform the responsibilities effectively.
Proficient - An individual who has sufficient experience and competence to perform the task or skill independently with minimal supervision.
Trainer - An individual who possesses advanced expertise and can train, mentor, and guide others in performing the task or skill.
Click "Add Employees" to save.
To edit or change the employee proficiency, click on the "Pencil icon".
To remove employee form skillset, click on the "Delete" button.
