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Levelset holds your team’s performance data in one place: how each person is rated on each position, their discipline, their goals and reviews, and their shifts. Each part feeds the others, so a rating collected during a shift shows up in the setup, on the person’s profile and in Levi’s answers. The dashboard’s sidebar groups the pages the same way: Home at the top, then Performance, People, Scheduling, Workflows, Levi and Organization. Performance, People and Organization each keep their settings pages inside the group, under a Set up heading. The store selected at the top of the sidebar decides which store every page shows.

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Performance

Positional Excellence is where leaders’ ratings of team members add up. A leader rates a person on the position they worked, on the criteria your organization sets, scored 1-3 and submitted on a phone during the shift, in the Levelset app or the mobile web app. Over time each person builds a picture per position, strong at one and still learning another, which is what makes a promotion conversation concrete and tells a leader who to put where on a busy Saturday. The page has three tabs: SmartView for the working detail, Classic View for one row per person, and Leaderboard, which ranks the people in one area over a period you pick by one overall score, with a Leader view that ranks the leaders instead. See Positional Excellence. Discipline is one point system for the whole store. Each infraction carries a point value, points count for a window you choose, and reaching a threshold recommends a disciplinary action; a leader still decides. Point values can be negative, so covering a shift or staying late can subtract points. See Discipline. Goals links two kinds of goal: lagging goals are the results a store is judged on, and leading goals are the behaviors that move them. Goals takes results in and shows them on scoreboards, so Levi can answer “why is this number down” with the leading goals behind it. See Goals. Evaluations are regular scored reviews of how each person is doing in their role, on a form you build, with rules for who reviews whom and how often. See Evaluations. Reporting holds the discipline report for current and former team members. See Reporting. Under Set up, Positions and ratings defines what is rated and what each score means, and Discipline rules defines the infractions and actions. See Positions and ratings and Discipline rules.

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People

Team & Access has three tabs. Team members lists who works at the store, with their role, areas, availability and the name they go by; every rating, infraction and shift points at a person on it. Access is who can sign in to Levelset and for which stores, and Roles is your organization’s roles and what each can do. If your schedule lives in HotSchedules, import your team from it instead of retyping it. See Team members, Access and Roles. Development tracks how ready each leader is to advance. Under Set up, Pay and termination reasons holds pay rules by role and the reasons people leave. See Pay and termination reasons.

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Scheduling

A setup places the people scheduled for a shift into positions, block by block, using the ratings already collected, with a checklist view and a print. Schedule shows the week’s shifts, imported each week from HotSchedules, and you can edit them if your organization builds its schedule in Levelset. Approvals handles time off, Debrief closes out each part of the day, and Scheduling rules sets a store’s breaks and position rotations. See Setups, Schedule, Approvals, Debrief and Scheduling rules.

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Workflows

Build a form in Forms, or import one from Google Forms, a PDF or Connecteam. Put it on a routine so the right people complete it on a schedule, and add automations that send an email, a Slack message or a Connecteam message when a submission meets a rule. See Forms, Routines and Automations.

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Levi

Levi, the assistant built into Levelset, answers questions about your team’s performance data with the same permissions you have, drafts changes such as a new automation for you to confirm, and answers in Slack once your organization connects it. Documents holds the handbook and policies, shared by role, and Levi answers from them too. The group also holds Levi settings. See Ask Levi and Documents.

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Organization

Org Chart draws your team by role, with the reporting lines you set. Under Set up, Store details holds a store’s logo and Google Maps listing, Team links holds the mobile web app link and your team website, Integrations connects Slack and Connecteam, and Billing and plan shows your plan. See Org Chart, Store details, Team links, Integrations and Billing and plan.

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The Levelset app

The Levelset app is Levelset on a phone, and on a store iPad in Kiosk Mode, a shared mode where each person signs in with their PIN. Leaders see the day’s setup, their tasks, such as a checklist, a debrief or a rating goal, and the store’s goals, and file ratings, infractions and disciplinary actions from +. Team members see their schedule, their tasks and how they’re doing. See The app for leaders, The app for team members, and, before your store starts, Get your store ready for the Levelset app. Search sits under the store at the top of the sidebar. It finds pages and settings, team members, forms, goals, positions, automations and documents, and ⌘K on a Mac, or Ctrl K on other computers, opens it from any page. It matches what you mean as well as the words you type, so “late to shift” finds an infraction type named Tardy. Infraction types and disciplinary actions show up only for people whose role holds Discipline > View Dashboard, the permission that opens the Discipline page, and they open under Discipline rules.

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What Levelset is not

Levelset is not payroll: pay rules describe your pay structure, and nobody is paid from it.