Setting Up Levels for Your Organization

How to assign levels for your employees?

Written by Tanvi Telang
Updated over a week ago

Levels help to assign a professional hierarchy in the organization. You can assign levels to your employees based on their designation to segregate them. The levels can be useful when setting policies, per diem rates, issuing advances, etc.

To set up levels in your organization, you can follow the steps mentioned below:

Navigate to admin settings by clicking on the gear icon in the top right corner of your screen.

From the left-hand side panel, click on Organization. Select Levels.

To add a new level, click on the Add Level button.

In the pop-up box that appears, fill in the details of the level.

Name: Enter a name for the level

Code: Enter a code to identify the level

Band: Enter the band of the level

Description: Enter a description of the level up to 250 words.

Once the details are filled in, click on the Add Level button to save your changes.

The saved level will be added to the list.

You can use the search bar to search for a particular level.

Following the steps mentioned above, you can easily set up levels for your organization.

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