> ## Documentation Index
> Fetch the complete documentation index at: https://docs.levelset.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting started with the app: leaders

> Sign in to the Levelset app, set your clock-in PIN, and run the floor from your phone: today's setup, your tasks, ratings, infractions, debriefs, goals and Kiosk Mode

The **Levelset app** puts the floor in your pocket: today's setup, the tasks waiting on you, and the forms you file during a shift. This guide is for leaders, the people who run shifts. What you see depends on your role and on what your store has set up; if something below is missing, ask whoever manages roles in your organization, or see [Get your store ready for the Levelset app](https://docs.levelset.io/guides/app-readiness.md).

## Get the app

* **iPhone or iPad:** get Levelset from the App Store. The invite email links to it.
* **Android:** Levelset isn't on Google Play yet. In your phone's browser, open [app.levelset.io/download/android](https://app.levelset.io/download/android) and sign in to the Levelset dashboard there, with Google or with your password. Then tap **Download** and follow **How to install** on the page. Anyone with a Levelset login can open it.

## Sign in the first time

You'll get an email inviting you to the Levelset app once someone at your store turns it on for you. Get the app as above. If you already sign in to the dashboard, no email comes: install the app and start at step 1. Then:

1. Open the app and tap **New here**.
2. Under **What's your email?**, enter the email address you were invited with and tap **Send me a link**.
3. Open the link from **Check your email** on the same phone.
4. Under **How do you want to sign in next time?**, choose **Continue with Google** or **Create a password** (at least 8 characters). You can add Face ID right after.

Next time, tap **Sign in**. If the app says **Your account isn't set up for the app yet.**, your access has two parts and one is missing: someone with Manage Users whose role is above yours turns the app on for you, and your role needs Mobile App > Access Mobile App. Once both are on, tap **Try Again**. See [Turn on the Levelset app for someone](https://docs.levelset.io/team/access.md#turn-on-the-levelset-app-for-someone).

## Set your clock-in PIN

After you sign in, the app asks you to **Set your clock-in PIN**: the 5 or 6 digit PIN you use to clock in on the Chick-fil-A POS. It signs you in on your store's iPad in **Kiosk Mode**, the Levelset app running on a store iPad shared by the whole store, where each person signs in with their clock-in PIN. **Skip for now** asks again next time you open the app.

## Home

**Home** is where your shift starts:

* **Today** shows your shift, who is leading the day (**Led by**), and **Setups**, which opens today's setup.
* **Your tasks** lists what is waiting on you, such as a **Checklist**, a **Debrief** at the end of a **daypart**, a stretch of the day such as Lunch, a **Rating goal** like "Rate 3 team members", a **Disciplinary action** the points recommend, or an **Evaluation**. Tap a task to do it.
* **Recent Activity** shows your latest ratings, infractions and evaluations.

## Run the setup

The **Setup** tab shows today's setup: who is on which position, block by block. Pick the area and the time block. With Scheduling > Manage Setups, you can place people and move them, the same as on the dashboard. Where your store has [Scheduling rules](https://docs.levelset.io/schedule/scheduling-rules.md), the setup shows who is due a break, how long a break has run, and who has been on a position past its rotation time. Switch to **Checklists** to see the store's open checklists. See [Setups](https://docs.levelset.io/schedule/setups.md#the-setup-in-the-levelset-app).

## File during a shift

Tap **+** for the forms your role can file:

| Choose | What it does | Guide |
| - | - | - |
| **Submit Rating** | Rate a team member on the position they worked | [Submitting a rating](https://docs.levelset.io/positional-excellence/submitting-ratings.md#rate-in-the-levelset-app) |
| **Record Infraction** | Document an infraction | [Submitting an infraction](https://docs.levelset.io/discipline/submitting-infractions.md#file-in-the-levelset-app) |
| **Record Disciplinary Action** | Record an action the points recommend | [Discipline](https://docs.levelset.io/discipline/overview.md#record-an-action-in-the-levelset-app) |
| **Submit Debrief** | Close out a daypart | [Debrief](https://docs.levelset.io/schedule/debrief.md#file-a-debrief-in-the-levelset-app) |
| **View all Forms** | Every other form you can fill in | [Forms](https://docs.levelset.io/forms/overview.md#where-people-fill-it-in) |

The leader field starts on your own name, and you can change it; there's no leader code. On a store iPad in Kiosk Mode, a form is always filed under the person who signed in with their PIN.

## Goals, Search and Me

* **Goals** shows your store's **Leading** goals, the behaviors your team counts during a shift, and, with Goals > View Lagging Goals, the **Lagging** results they move. Tap **+1** on a goal to tally it. See [Goals](https://docs.levelset.io/goals/overview.md).
* **Search** finds people, documents and forms. Tap a team member to open their profile.
* **Me** is your own profile, with **My Schedule** for this week and next. Only imported weeks show there. Until this week is imported, **My Schedule** shows **This week** with every day marked **Off**, and the Today card on **Home** says **This week's schedule hasn't come through yet**.

Levi, the assistant built into Levelset, is on the dashboard and in Slack, not in the app.

## Start Kiosk Mode on a store iPad

**Kiosk Mode** runs the app on a store iPad shared by the whole store, with tabs for **Home**, **Today's Setup**, **Checklists** and the **Scoreboard**. Anyone can read the scoreboards without signing in; a person enters their clock-in PIN to tally a goal, except on goals anyone can tally, or to file a form.

With Kiosk Mode > Manage Kiosk Mode, sign in on the iPad and answer **Use this iPad for the store?** with **Kiosk Mode**, or open **Account** and tap **Start Kiosk Mode**. Pick the store under **Which location?** and name it under **Name this iPad**. See [Store iPad](https://docs.levelset.io/guides/app-readiness.md#store-ipad).

On the iPad, five wrong PINs in a row lock that person out for 15 minutes, and a signed-in person is signed out after 3 hours with nothing touched. Tap **End session** when you're done.


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