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Create and Manage Skillsets

Operationalize business activities into distinct roles and assign team members with demonstrated proficiencies

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Written by Luvelo Support
Updated over 2 months ago

Use Case

  • To operate a restaurant, you may need specific skillsets of Host, Chef, Server, Cashier, etc. Each of these skillsets requires assigning team members to fulfill roles for which they have been trained and demonstrated proficiency.

Key Terms

  • Skillsets - Distinct ability/proficiency required to fulfill a shift position. Team members are defined as Trainee, Proficient, or Trainer in specific skillsets.

  • Department - Organizational unit to which the skillset is associated

  • SOP - Standard Operating Procedure

  • Responsibility - High-level requirement that personnel with a given skillset is expected to perform

Overview

  • Skillsets allow you to define which team members have proficiencies in particular roles or activities. Every shift position assigned on the schedule is associated with a skillset. By associating personnel with skillset proficiencies, schedulers ensure that only proficient individuals in particular tasks are assigned to fill those respective shift positions. Furthermore, schedulers can visually see when trainees are assigned to fulfill positions and require additional support.

Steps to Add or Edit Skillsets:

  1. Log in to Shifts application

  2. Click on 'Skillsets'.

  3. To add a skill click on 'New Skillset'.

    Enter the skills details and save.

    1. Enter a meaningful name

    2. Select department to easily find all skillsets for a department

    3. Select a user group to automatically assign proficiency to its users when the skillset is created.

    4. Select a Standard Operating Procedure (SOP)

    5. Toggle 'Copy Employees from Skillset' and select an existing skillset to copy its personnel proficiencies and levels to the new skillset. This is a one-time action during creation and does not create a permanent link.

    6. Add key high-level responsibilities that will be displayed to assigned personnel upon clock-in.

    7. Save

  4. Click on the user icon to add or update personnel proficiencies for this particular skillset.

    1. Select department to make it easier to bulk-select all employees in a particular department. The department selection is only a filter if desired.

    2. Then multi-select all employees and the desired proficiency for which you want to associate.

    3. Click "Add Employee"

Pro Tip

  • Use the "Copy Employees from Skillset" option to accelerate the process of creating a new skillset with similar employee proficiencies

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