How to Create Management Levels

Overview

Management Levels are used to configure various employee approval processes, such as timesheet approvals, time off request approvals, shift swaps, and drops. 

For example: 

Pre-requisites

• The Group Structure has been configured.
• Global Settings has Management Levels under Settings. If you don't see it, please contact support to have it added.

How to Create Additional Management Levels

1. Click Global Settings > Management Levels.
   
2. Click the level to which you would like to add a subordinate level.
3. Click Add.
   
4. Enter the name of the new subordinate level.
   Note: We recommend to have a maximum number of five sublevels.
   
5. Select the checkbox Allow multiple managers to allow multiple people to be assigned to the management level you entered in the Name field. For instance, if you have multiple leads, you must select this checkbox.
   
6. Next, click Save. 
   
   
7. The new structure is done.
   

This concludes the creation of the Management Level structure within your company. Next, you will need to link the Management Level to the Group Structure. 

You're done for now! 🙂👍