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Adding Employees

When someone new joins your team, add them to Levelset so they can be included in ratings, discipline tracking, and reports.

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How to Add an Employee

1

Go to the Roster

Click Roster in the navigation menu.
2

Click Add Employee

Look for the Add Employee button (usually at the top of the page).
3

Enter Their Information

Fill in the required fields:Required:
  • First Name
  • Last Name
  • Role (their position in the hierarchy)
Optional but recommended:
  • Email address
  • Phone number
  • Hire date
  • FOH/BOH assignment
4

Save

Click Save or Add to create the employee record.

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Choosing the Right Role

When adding someone, select the role that matches their position:
Starting RoleUse For
New HireJust started, still in training
Team MemberCompleted initial training
TrainerHas training responsibilities
Supervisor/LeadHas supervisory responsibilities
Start people at the appropriate level for their experience. You can always change their role later as they develop.

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Setting FOH/BOH

Choose based on where the person primarily works:
  • FOH (Front of House) - Customer-facing roles
  • BOH (Back of House) - Kitchen and production roles
  • Both - If they work in both areas
This setting determines:
  • Which positions they appear in for ratings
  • How they’re filtered in various views

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What Happens After Adding

Once you add an employee:
  1. They appear in the roster immediately
  2. They can receive positional ratings
  3. They can have discipline records created
  4. They show up in reports and analytics

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If You Use Automated Sync

Your organization may sync employees automatically from:
  • HotSchedules
  • Your payroll system
  • Other HR software
If automatic sync is enabled:
  • New employees may appear automatically
  • Some information may sync from the other system
  • Ask your administrator about what’s automated

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Common Issues

Contact your administrator to merge or remove the duplicate record.
No problem! You can edit the employee’s role from the roster. See Managing Roles.
Check that:
  • They have the correct FOH/BOH assignment
  • Their status is Active
  • You’ve selected the right location
  • They’ve been added to your location’s roster
You may not have permission to add employees. Check with your administrator about your role permissions.

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Information You Can Add Later

Not everything needs to be filled in right away. You can always go back and add:
  • Email address
  • Phone number
  • Updated role (when promoted)
  • FOH/BOH changes
  • Other details
Just click on the employee in the roster to edit their information.