Levels

Describes seniority levels used to classify employees within the firm. Covers creating and managing levels, and shows how user counts are tracked per level.

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Levels represent an employee's level of seniority within the company. They help organize your team by organizational hierarchy for reporting purposes.

Creating a New Level

To create a new level:

  1. Navigate to Management.

  2. Click Levels.

  3. Click New level.

    New level form with name field

  4. Enter the Name of the level (e.g., Junior, Senior, Manager).

  5. Click Save.

The level is now created and appears in the levels list.

Viewing Levels

All levels appear on the Levels page in a table format. The Levels list displays each level with these columns:

Levels page with created level