Step 1: Create Sites
Module: Configuration
Summary:
Sites represent physical or operational locations (e.g., branches, warehouses, stores) where employees will be scheduled to work. This is the foundation for location-based planning.
Using your computer browser, Log in at app.luvelo.org/configuration
Add New Site Details
Enter name, address, and type of site. How to add a new site?
Step 2: Configure Your Organization
Module: Organization
Summary:
Set up your company's foundational structure. This step ensures that departments, work levels, and holidays are in place before assigning employees.
What to do:
Using your computer browser, Log in at app.luvelo.org/organization
Create Company Profile
Add your organization's name, primary location, and contact information. How to set up a company name?Define Grades
Set up employee grades like Intern, Supervisor, Manager, etc. How to add grades?Add Holidays
Enter national/public holidays or any company-specific off days. How to add Holidays?Add Departments
Create departments like Operations, IT, Customer Service, etc. How to add department?
Step 3: Add and Structure Employees in HR
Module: HR
Summary:
Enter your workforce into the system and associate them with the appropriate departments.
What to do:
Using your computer browser, Log in at app.luvelo.org/hr (You can also download the Luvelo HR mobile app)
Add Employees
Enter each employee’s details, such as full name, contact info, ID/passport. How to add a new employee?
Link to Departments
Ensure every employee is assigned to an existing department from Step 1.
Step 4: Configure Scheduling Parameters
Module: Shifts
Summary:
This is where you define how shifts work: from work hours and roles to templates and actual schedules.
What to do:
Using your computer browser, Log in at app.luvelo.org/shifts
Time Allocations
Define and manage time estimates required to fulfill specific positions. How to create new time allocation?
Time Codes
Create codes such as REG, OT, SL to track working and leave hours. How to add new timecodes?Skillsets
Define the skills needed for various roles, e.g., Driving, Inventory Management. How to add and manage skillsets?Positions
Set up job titles (e.g., Cashier, Driver) and link skillsets. How to add new position?Templates
Build reusable weekly or monthly schedule templates. How to create shifts weekly template?Assignments
a. Generate weekly employee schedules using templates or previous weeks' data and assign personnel. How to create assignments?b. Assign employees to generated assignments shift positions. How to assign employees to shift positions?
Assign applicable timecodes and QA schedule
Use the templates and assignments to publish actual working schedules.
