The checklist on Home
On the dashboard’s Home page, Get your store ready for the Levelset app lists these steps for the store selected at the top of the sidebar, with a progress line such as “6 of 9 required done”. Each item has a link to the setting that fixes it, How, which opens its step on this page, and Ask Levi, which asks Levi, the assistant built into Levelset, about it. You see only the items you can fix. Once every required item is done it folds to one line, Ready for the app. Any item can be dismissed, one at a time or all at once. The required items must be done at every store before your organization can turn on Invite your team to the Levelset app; a dismissed required item still counts for that and still shows in the progress line.Your plan
Levelset has two plans, Measure and Deploy. The app works on both. Some of what it shows comes with Deploy: building schedules in Levelset, approvals, 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, and Levi-guided debriefs. See Billing and plan.Roles
A role is a job title in your organization, such as Team Member, Trainer, Team Lead or Director (use your own). Roles decide what each person can do in the app, so every team member needs a role your organization has defined, every role needs a permission level, and you need at least one leader role. Open People > Team & Access. On Roles, check the list and its order, highest first. On Team members, check that nobody’s role is blank or a name your organization doesn’t use, and fix it on their row. See Roles and Team members.App access
Each role has a permission level, the set of things a login with that role can do. A person can sign in to the app only when their permission level includes Mobile App > Access Mobile App and their own Levelset app switch is on. On People > Team & Access > Roles, open each leader role’s permission level and turn on what your leaders do on the floor:
Team members usually need only Mobile App > Access Mobile App. See Roles.
Emails and logins
Every app login starts from an email address: the invite goes there, and the person signs in with it. A team member with no email can’t be invited. On People > Team & Access > Team members, check that every leader, and as many team members as you can, has an email. Emails come in from the HotSchedules import; type a missing one on the person’s Access tab. Then check each leader has a login linked to their team member record. See Access.Operator record
The Operator, the owner of the restaurant, should have their login linked to their own team member record too. Without it, the app’s Me tab has nothing to show them.HotSchedules
The app’s My Schedule, the setup and the tasks that go out after each shift all read the week’s schedule, and the schedule comes from HotSchedules, the scheduling system your store already uses. Nothing imports it on its own: a leader runs the import every week, once the week is posted. Open Scheduling > Schedule and click Sync to import this week. In a store whose last import is more than a week old, or whose import brought the team but not the week’s shifts, the app’s 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. See Import the week from HotSchedules. A store that is not connected to HotSchedules does not have this item: the checklist leaves it out and it never holds up the invites.Positions
A position is a spot in the store someone works during a shift, such as Front Counter, Drinks or Breader (use your own). Positions sit in areas. Every organization has front of house (FOH), where guests are served, and back of house (BOH), the kitchen, and can add more. Leaders rate team members on positions in the app, so each position needs to be ready to rate. Open Performance > Set up > Positions and ratings and check:- FOH and BOH each have active positions set to Use for positional ratings, each with its criteria, the things a leader scores 1 to 3;
- every position used for ratings has a Rated by role: its own, else its area’s, else your organization’s default, so the right leaders can rate it;
- each HotSchedules job is connected to a position on the HotSchedules jobs sub-tab, so shifts land on the right position;
- at least 90% of your active team members have their positions turned on.
Setup templates
A setup is who works which position for each part of the day, and a template is the shape of an area’s day: its positions, how many people each needs, and its time blocks. The app’s Setup tab shows the day’s setup, so each area your store schedules needs at least one active template with its slots and its days. Open Scheduling > Setups > Areas & Templates, and for each area build a template. On it, mark one position Responsible for shift, the person in charge of the area during the block; that person gets the debrief for the daypart, a stretch of the day such as Lunch or Dinner. See Define the positions and time blocks.Layouts
A layout is a map of where an area’s positions sit in the store, so the setup reads like the store itself. Give every template a layout: click Edit layout, place the positions, and pick the layout in the template’s Layout field. See Arrange the positions on a layout.Discipline
Leaders file infractions and record disciplinary actions from the app, and both lists come from your discipline rules. Open Performance > Set up > Discipline rules and add at least one infraction with its points, and at least one disciplinary action with a Point threshold, the point total that recommends it. See Discipline rules.Checklists
A routine puts a checklist on a schedule, such as the closing checklist after close every night, and the app gives it to the right people as a task. Recommended: open Workflows > Forms, build a checklist, and add a routine for it on the Routines tab. See Routines and checklists.Debrief
A debrief is the short form a leader fills in at the end of each daypart, such as Lunch or Dinner. Recommended, as Set up your debrief: edit the default debrief and save it, and choose who gets it, through a Responsible for shift position on your setup templates or the roles on each daypart. Until you set up your store’s debrief (edit and save it, and choose who gets it), the app hides Debrief and says Set up debriefs in the dashboard to use them here. See Debrief.Evaluations
Where your organization uses Evaluations, regular scored reviews of each person: recommended, build an evaluation form and a rule for who reviews whom, so leaders see “Evaluate” tasks in the app. See Evaluations.Goals
Where your organization uses Goals: recommended, add a leading goal, a behavior your team can count during a shift, with Who can tally set, and a scoreboard to show it. Leaders and team members tally it on the app’s Goals tab. See Goals and Scoreboards.Store hours
The store’s hours and its time zone decide when After close checklists run, when each debrief is due, and what “today” means in the app. Open Organization > Set up > Store details and connect the store’s Google Maps listing, which brings in its hours. The time zone has no field: connecting the Google Maps listing sets one when none is set. If a page still says it has not been set, contact Levelset support. See Store details. While you’re there, set your Scheduling rules: break lengths by role and the times you don’t run breaks, so the app shows who needs a break. See Scheduling rules.Turn the app on, leaders first
Turn the app on for your leaders first, let them use it for a few shifts, then invite everyone. See Rolling out the app to your team.Store iPad
Kiosk Mode is the Levelset app running on a store iPad shared by the whole store: it shows the scoreboards, the day’s setup and the checklists, and each person signs in with their clock-in PIN, the 5 or 6 digit PIN they use to clock in on the Chick-fil-A POS. Kiosk Mode is part of the Deploy plan. Where your organization has it: recommended, once the app is on for your leaders, enroll a store iPad and have your leaders set their PINs. A PIN signs someone in only once the app is on for them.- On the iPad, sign in to the Levelset app as someone with Kiosk Mode > Manage Kiosk Mode.
- 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 give the iPad a name under Name this iPad.