Skip to main content

How to create assignments

Step by step guide on how to create assignments.

L
Written by Luvelo Support
Updated over 3 months ago

Key terms:

Assignments: These are the shifts positions that can have employees assigned to them. Assignments can be created from an existing weekly template or copied from previous week.

Accessing the App

Required Role: ScheduleAndAssignment

  1. Using your computer browser, Log in at app.luvelo.org/shifts

Follow the steps in order to create assignments from templates:

  1. Click on 'Assignments'.

  2. Click 'Create Assignment'.

  3. You can start creating assignments using the following options:

    1. Create from template - this add shifts position based on the selected weekly template.

    2. Copy from previous week - this copies the assignment from previous week in order to save time on recreating.

  4. Choose Create from Template to start creating from existing template.

  5. Select your template and click Create Shifts.

    If you want to copy assignments from a previous week you can follow this steps.

  6. Choose Copy from Previous week to start creating from previous week.

  7. Select the week you want to copy from, toggle "with employee" to pull assignments with employees and click Create Shifts.

If you want to add an assignment withing the assignments screen, follow these steps.

  1. Select the department you to make assignments for as well of the start date of the week you want to create assignments for.

  2. Click on "Add Shift".

  3. Enter the shift details and save:

    • Shift Position The job role.

    • Shift Start Date and Time The exact date and time when the shift is scheduled to begin.

    • Shift End Date and Time The exact date and time when the shift is scheduled to end.

    • Shift Type The category or classification of the shift being scheduled.

If you want to delete or duplicate a shift position, follow these steps.

Deleting Shift Position

  1. To delete a shift position, click on the shift position box.

  2. The shift position details will shows which you can either edit or click "delete" to remove the shift position.

Duplicating Shift Position

  1. To duplicate a shift position, click on the shift position box.

  2. Click "Duplicate".

  3. Choose the days you want to duplicate the shift position to and click save.

Did this answer your question?