During the Company Onboarding we identified your preferred company setup to start with. This will be reflected in the ”Default Policy” which will be active upon Go-Live.
However you have many option to work with employee Levels and adjust them according to your needs you can:
1. Adding a New Employee Level
Step 1: Click the "Add an Employee Level" button at the top of the screen.
Step 2: Define the Employee Level Name and decide if you want to create a new one or link it to an existing policy
Step 3: Set up the mobility policy to your needs and customise the new policy by:
Defining budget amounts.
Specifying effective start and end dates.
Selecting transportation types or sustainability goals and more.
2. Assigning Policies to Employee Levels
Each employee level is displayed with its name and the number of associated users (e.g., "N-2" or "Leadership Team n-1 - Germany").
To add a policy, click the "Add Policy" button on the right side next to the desired employee level.
3. Viewing and Managing Policies
Policies assigned to an employee level are listed under that level (e.g., "Default Policy" or "Sustainability").
Status Indicators:
Policies marked as Active display their start date.
Inactive policies show their start and end dates for reference.
4. Editing or Deleting Policies
Use the menu (three dots) on the right side of a policy to:
Edit the policy details (budget, dates, etc.).
Deactivate or delete the policy as needed.
