Get Started
Getting started
Organizations and stores, roles and positions, the 1-3 rating scale, and who signs in
What Levelset does
Each group in the sidebar and how the parts fit together
Home
The page you land on after signing in
The Levelset app
Get your store ready for the app
What to set up before your team signs in on their phones
Rolling out the app
Leaders first, then everyone, and how to watch who has joined
The app for leaders
Sign in, run the floor, rate, file and close out a shift from your phone
The app for team members
Sign in, see your schedule and tasks, and give shift feedback
Performance
Positional Excellence
Read your team’s ratings by position, in SmartView and on the Leaderboard
Rate a team member
Submit a rating from the Levelset app or the mobile web app during the shift
Goals
Leading and lagging goals, entering results, and scoreboards
Evaluations
Scored reviews on a schedule, and who reviews whom
Discipline
Infractions, points, and the actions they recommend
Document an infraction
File discipline from the Levelset app or the mobile web app, with signatures
Reporting
The discipline report for current and former team members
Positions and ratings
Areas, positions, criteria and the rating scale
Discipline rules
Infractions, point values and disciplinary actions
People
Team members
Add, import and update the people at a store, and open a profile
Access
Who can sign in to Levelset, and for which stores
Roles
Your organization’s roles, their order, and what each can do
Pay and termination reasons
Pay rules by role, and the reasons people leave
Scheduling
Setups
Who works which position, block by block
Schedule
The week’s shifts for one store
Approvals
Approve or deny time off
Scheduling rules
Breaks, no-break times and position rotations
Debrief
Close out each part of the day
Workflows
Forms
Build a form or import one, and read its submissions
Routines and checklists
Put a form on a schedule for the right people
Checklist history
Which checklists were completed or missed, day by day
Shift feedback
The question team members answer after each shift
Automations
Send an email, a Slack message or a Connecteam message when a form is submitted
Levi
Ask Levi
Ask about your team’s performance data or how Levelset works
Ask Levi in Slack
Message Levi directly or mention it in a channel
Documents
Handbooks and policies, shared by role, that Levi answers from
Organization
Org Chart
Your team drawn by role, with its reporting lines
Store details
A store’s logo, its Google Maps listing and hours, and its Kiosk Mode tablets
Team links
The mobile web app link and your team website
Integrations
Connect Slack and Connecteam
Set up Slack
Connect your Slack workspace and link your team’s accounts
Billing and plan
Your plan and invoices
Common questions
Where did the settings pages go?
Where did the settings pages go?
Each one now sits in the sidebar group it belongs to, under a Set up heading: Positions and ratings and Discipline rules under Performance, Pay and termination reasons under People, and Store details, Team links, Integrations and Billing and plan under Organization. Who can sign in and what each role can do are on People > Team & Access. An old bookmark still opens the right page.
How do I change a team member's name?
How do I change a team member's name?
A name imported from HotSchedules can’t be edited, but every team member has a Goes by name you can edit, and an import never overwrites it. It’s on People > Team & Access, on the Team members tab. See Team members.
Where is the mobile web app link?
Where is the mobile web app link?
On Organization > Set up > Team links, with its QR code and a sheet to print. See Team links.