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How to add and edit Organization Levels?

  1. Navigate to the left sidebar and click on General to expand the General Settings.
  2. Click on the the Groups. Upon clicking on the Groups, a table which displays all Organization Levels is displayed.
  3. To add a new organization level click on Add button. Upon clicking the Add button a drawer will be opened on the right side of the platform.
  4. On the drawer enter the following information:
    • Code
    • Description
    • Select status (active or passive)
    • Select the level on the drop-down. There are four levels.
    • If the Organization Level has ………….. check the ‘Allocated by’ option.
    • If the Organization Level has budget check the ‘Has Budget’ option.
    • If this Organization Level is used to …. check the ‘Use this in Clock in’ option.
    • If this Organization levels is mandatory for the users, check ‘Users are required to have this level set’ option.
  5. Click Save button.
Updated on January 10, 2023

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