How do I set up my Company Structure?

1. Select the "Get Started" tab from the left-side menu.

2. "Company Structure" is the first step in setting up your company's profile.

3. Select "Add Layer" for each company layer you want to add. In the "Layer" column, layer your company's organizational structure from top to bottom (high-level to low-level).

• For a smaller company, one layer works well. (Example: Only one row called "Company.")
• For a larger company, list the different layers within your organization. (Example: "Region," "District," and "Branch.")
• Layers can also be associated with items relating to marketing or advertising efforts, for example.

4. To add groupings for each organizational layer, select the "Grouping" button to the right of the "Layer" column. For groupings in the second to sixth layer, select the parent grouping from the layer above.

• For instance, "US Midwest" grouping would be selected as the parent of the "Minneapolis Branch" grouping.
• Example groupings for a Region layer: "US Midwest," "US Northeast," or "Canada"
• Example entities for a Branch layer: "Minneapolis Branch," "South Chicago Branch," or "North Chicago Branch."

How long will it take to set up my company's profile?

How do I add a new employee?