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Seniority Levels Setup

This guide provides detailed instructions for configuring and managing seniority levels in ManagerDash.

What Are Seniority Levels?

Seniority levels help you classify team members by experience, responsibility, and expectations. They provide context for:

  • Skills assessments (expectations vary by level)
  • Goal setting (appropriate complexity)
  • Performance evaluations (level-appropriate standards)
  • Career progression tracking
  • Team composition analysis

Examples:

  • Early Career Engineer → Senior Engineer → Staff Engineer
  • IC1 → IC2 → IC3 → IC4
  • Developer → Senior Developer → Lead Developer → Principal

Why Use Seniority Levels?

Benefits

Contextual Assessment:

  • Skills ratings make more sense with level context
  • "On track" for Early Career ≠ "On track" for Senior
  • Compare people at same level fairly

Career Development:

  • Track progression between levels
  • Set level-appropriate goals
  • Plan promotions with clear criteria
  • Document growth over time

Team Analysis:

  • Understand team composition
  • Identify level imbalances
  • Plan hiring needs
  • Balance experience distribution

Reporting:

  • Include level in reports
  • Filter/group by seniority
  • Track promotion timelines
  • Show career progression

Accessing Seniority Level Configuration

Step 1: Open Settings

  1. Launch ManagerDash
  2. Look at the bottom of the left sidebar
  3. Click the Settings (gear icon) button
  4. Click Manage Teams from the dropdown menu

Step 2: Navigate to Seniority Levels

  1. The Manage Teams modal opens
  2. Look for tabs or sections at the top
  3. Find and click Seniority Levels tab/section
  4. You'll see a list of existing levels (if any)

Creating Seniority Levels

Basic Setup

Step 1: Click Add Button

  • Look for "+ Add Seniority Level" or similar button
  • Click it to open the creation form

Step 2: Fill in Required Fields

Code (required):

  • Short identifier (2-4 characters)
  • Examples: "JR", "SR", "STF", "IC3"
  • Used in compact views
  • Keep it simple and clear

Title (required):

  • Full level name
  • Examples: "Early Career Engineer", "Senior Engineer"
  • What you'll see most often
  • Be specific and descriptive

Description (optional but recommended):

  • Detailed explanation of level
  • Responsibilities and expectations
  • Skills typically demonstrated
  • Experience range
  • Helps with consistent leveling

Step 3: Save

  • Click Save or Add button
  • Level appears in the list
  • Now available when adding/editing people

Example Configurations

Software Engineering Ladder

Level 1: Early Career Engineer

Code: JR
Title: Early Career Engineer
Description: Early career engineer (0-2 years). Learning fundamentals,
requires regular guidance. Focuses on well-defined tasks. Building
technical foundation and professional skills.

Level 2: Engineer

Code: ENG
Title: Engineer
Description: Mid-level engineer (2-5 years). Works independently on
defined projects. Solid technical fundamentals. Contributes to code
reviews and team discussions. Occasional mentoring of early career engineers.

Level 3: Senior Engineer

Code: SR
Title: Senior Engineer
Description: Experienced engineer (5-8 years). Leads medium to large
projects. Strong technical decision-making. Mentors others regularly.
Influences team practices and standards. Handles ambiguous problems.

Level 4: Staff Engineer

Code: STF
Title: Staff Engineer
Description: Expert engineer (8+ years). Drives technical strategy across
multiple teams. Solves complex, ambiguous problems. Significant influence
on architecture and technical direction. Coaches and develops other
engineers.

Level 5: Principal Engineer

Code: PRI
Title: Principal Engineer
Description: Senior technical leader (12+ years). Sets technical vision
for organization. Solves company-wide technical challenges. Develops other
senior engineers. Industry expert and thought leader.

IC Track Framework

Level 1:

Code: IC1
Title: Individual Contributor Level 1
Description: Entry level. Requires close guidance. Executes on clearly
defined tasks. Learning core skills and company practices.

Level 2:

Code: IC2
Title: Individual Contributor Level 2
Description: Developing proficiency. Works independently on routine tasks.
Requires guidance on complex problems. Beginning to contribute ideas.

Level 3:

Code: IC3
Title: Individual Contributor Level 3
Description: Fully proficient. Independent on most tasks. Occasional
guidance on novel problems. Mentors IC1/IC2. Strong technical contributor.

Level 4:

Code: IC4
Title: Individual Contributor Level 4
Description: Expert level. Leads projects and influences team direction.
Handles ambiguity well. Develops others. Key technical decision-maker.

Level 5:

Code: IC5
Title: Individual Contributor Level 5
Description: Domain expert. Multi-team impact. Strategic technical
influence. Develops senior ICs. Sets standards and direction.

Simplified Three-Tier

Early Career:

Code: JUN
Title: Early Career Developer
Description: 0-3 years experience. Learning phase. Requires regular
guidance. Focuses on skill development and task execution.

Mid:

Code: MID
Title: Mid-Level Developer
Description: 3-7 years experience. Independent contributor. Solid skills.
Occasional mentoring. Reliable execution on defined projects.

Senior:

Code: SEN
Title: Senior Developer
Description: 7+ years experience. Technical leader. Mentors others.
Drives projects. Influences team decisions. Handles complex problems.

Editing Seniority Levels

When to Edit

  • Clarifying descriptions
  • Updating expectations
  • Fixing typos
  • Adjusting codes for consistency
  • Refining level criteria

How to Edit

  1. Open Settings → Manage Teams → Seniority Levels
  2. Find the level you want to edit
  3. Click Edit icon/button next to it
  4. Update the fields:
    • Code (be careful - affects existing contributor)
    • Title (safe to change)
    • Description (safe to change)
  5. Click Save
  6. Changes apply immediately

Important Considerations

Changing Codes:

  • Existing people keep their level assignment
  • But the code they see updates
  • Consider impact on exports/reports
  • Update documentation if you have it

Changing Titles:

  • Safe to do anytime
  • Updates everywhere immediately
  • More descriptive titles are better

Updating Descriptions:

  • No impact on functionality
  • Makes leveling more consistent
  • Good to refine over time

Deleting Seniority Levels

When to Delete

  • Level no longer used in your org
  • Consolidating similar levels
  • Simplifying level structure
  • Correcting mistakes

How to Delete

  1. Open Settings → Manage Teams → Seniority Levels
  2. Find the level to delete
  3. Click Delete icon/button
  4. Confirm deletion if prompted
  5. Level is removed

What Happens to Existing Assignments?

People currently at this level:

  • They keep their data
  • Their seniority level field becomes unset/empty
  • You can reassign them to different level
  • No other data is affected

Best Practice:

  1. Before deleting, note who has this level
  2. Delete the level
  3. Edit each affected person
  4. Assign them to appropriate new level

Assigning Levels to People

When Adding a New Person

  1. Click "+ Add Contributor" in sidebar
  2. Fill in Name, GitHub, etc.
  3. Find Seniority Level dropdown
  4. Select appropriate level (or leave blank)
  5. Save

When Editing Existing Person

  1. Find person in sidebar
  2. Click three-dot menu (⋮)
  3. Click Edit
  4. Find Seniority Level dropdown
  5. Change selection
  6. Save

Level Assignment Best Practices

Be Consistent:

  • Use the same criteria for everyone
  • Document your decision-making
  • Review assignments periodically
  • Get second opinions when uncertain

Consider Multiple Factors:

  • Years of experience (but not only this)
  • Demonstrated skills and impact
  • Scope of responsibility
  • Autonomy level
  • Mentoring and leadership

Update on Promotions:

  • Change level when promoting
  • Document in goals or feedback
  • Update immediately after decision
  • Celebrate the promotion!

When Uncertain:

  • Leave blank initially
  • Assess during first month
  • Discuss with team/peers
  • Document reasoning

Best Practices

Initial Setup

Start Simple:

  • Begin with 3-4 levels
  • Add more only if needed
  • Easier to add than remove
  • Can always expand later

Document Criteria:

  • What does each level mean?
  • What are expectations?
  • How do you decide?
  • Keep documentation external

Be Consistent with Org:

  • Match company level names if possible
  • Align with HR systems
  • Use familiar terminology
  • Makes reporting easier

Get Input:

  • Discuss with peer managers
  • Review with your manager
  • Consider team feedback
  • Align across organization

Ongoing Management

Regular Reviews:

  • Quarterly: Review assignments
  • Annually: Review level definitions
  • Update as org evolves
  • Refine descriptions

Calibration Sessions:

  • Meet with other managers
  • Discuss level assignments
  • Ensure consistency
  • Document standards

Promotion Tracking:

  • Update levels promptly
  • Note promotion dates
  • Track time-in-level
  • Support career planning

Documentation:

  • Keep level criteria written down
  • Share with team (appropriately)
  • Use in goal-setting
  • Reference in reviews

Integration with Other Features

Skills Assessment

Level Context for Ratings:

  • "On track" means different things at different levels
  • Early career at "On track" for basics
  • Senior at "On track" for advanced skills
  • Set expectations accordingly

Using Levels:

  • Note level in assessment notes
  • Reference in rating decisions
  • Compare within same level
  • Track growth toward next level

Goals

Level-Appropriate Goals:

  • Early Career: Learning, execution, foundation
  • Mid: Independence, consistency, breadth
  • Senior: Leadership, mentoring, strategy

Promotion Goals:

  • "Demonstrate Senior level skills"
  • Link to level descriptions
  • Clear criteria from descriptions

Reports

In Reports:

  • Level appears with person's name
  • Provides context for reader
  • Helps explain ratings
  • Shows progression

Filtering:

  • While ManagerDash doesn't filter by level yet
  • You can note it in descriptions
  • Group manually when needed
  • Request feature if valuable

Feedback

Level-Aware Feedback:

  • Reference level expectations
  • "For a Senior Engineer, expected to..."
  • "Great for early career level"
  • "Ready for next level because..."

Common Patterns

Career Ladders

Dual Track:

Individual Contributor Track:
- IC1 → IC2 → IC3 → IC4 → IC5

Management Track:
- M1 → M2 → M3 → M4

Single Track:

Progressive Levels:
- Associate → Engineer → Senior → Staff → Principal

Specialized Tracks:

By Domain:
- Frontend: FE1 → FE2 → FE3
- Backend: BE1 → BE2 → BE3
- Full Stack: FS1 → FS2 → FS3

Naming Conventions

Numeric:

  • Clear progression
  • Easy to understand
  • No ambiguity
  • Examples: L1, L2, L3 or IC1, IC2, IC3

Descriptive:

  • Self-explanatory
  • No reference needed
  • Clear expectations
  • Examples: Early Career, Senior, Staff

Hybrid:

  • Best of both
  • Clear and numbered
  • Examples: "L3 - Senior Engineer"

Troubleshooting

Can't Find Seniority Levels Section

Problem: Don't see where to manage levels

Solution:

  1. Check Settings → Manage Teams
  2. Look for tabs at top of modal
  3. May be labeled "Seniority" or "Levels"
  4. If missing, feature may not be available
  5. Check app version/updates

Changes Not Appearing

Problem: Updated level but doesn't show

Solution:

  1. Close and reopen Manage Teams modal
  2. Refresh the application
  3. Check if save actually succeeded
  4. Look for error messages

Person's Level Not Updating

Problem: Changed person's level but still shows old

Solution:

  1. Verify you clicked Save after editing
  2. Refresh the page
  3. Check if you edited correct person
  4. Try editing again

Level Dropdown Empty

Problem: No levels available when adding person

Solution:

  1. First create seniority levels in Manage Teams
  2. Then add people with levels
  3. Can't assign levels that don't exist yet
  4. Create at least one level first

Migration Strategies

From No Levels to Levels

Phase 1: Define Levels

  1. Week 1: Define 3-4 core levels
  2. Document criteria
  3. Get manager alignment
  4. Create in ManagerDash

Phase 2: Assign Levels

  1. Week 2: Assign obvious cases
  2. Week 3: Discuss uncertain cases
  3. Week 4: Complete assignments
  4. Review with team

Phase 3: Use in Workflows

  1. Month 2: Reference in 1-on-1s
  2. Month 2: Use in goal-setting
  3. Month 3: Include in reviews
  4. Ongoing: Track promotions

From Old System to New

If changing level structure:

  1. Document Current State:

    • Export reports with current levels
    • Note each person's current level
    • Save for reference
  2. Create New Levels:

    • Add new level definitions
    • Include mapping from old to new
    • Document differences
  3. Migrate People:

    • Reassign each person to new level
    • Use your documented mapping
    • Verify each assignment
  4. Clean Up:

    • Delete old levels (after all migrated)
    • Update documentation
    • Communicate changes to team

Examples from Real Organizations

Tech Startup (15 people)

JR - Early Career Engineer (0-2 years)
EN - Engineer (2-5 years)
SR - Senior Engineer (5+ years)

Simple, clear, works for small team.

Mid-Size Company (50+ engineers)

E1 - Associate Engineer
E2 - Engineer
E3 - Senior Engineer
E4 - Staff Engineer
E5 - Senior Staff Engineer
E6 - Principal Engineer

Standard levels, room for growth, clear progression.

Large Enterprise (100+ engineers)

IC1 - Entry Level
IC2 - Early Career
IC3 - Intermediate
IC4 - Senior
IC5 - Staff
IC6 - Senior Staff
IC7 - Principal
IC8 - Distinguished Engineer
IC9 - Fellow

Detailed ladder, many levels, rare to reach top.

FAQ

Q: How many seniority levels should I have? A: 3-5 levels work for most teams. More than 7 gets complicated. Start simple.

Q: Should I use numbers or names? A: Either works. Numbers are clearer for progression. Names are more descriptive. Consider hybrid: "L3 - Senior Engineer".

Q: What if someone is between levels? A: Choose the level they're currently at, not aspiring to. Use goals to track path to next level.

Q: Can I change levels later? A: Yes. Edit anytime. Be careful with codes (affects display) but titles/descriptions are safe to change.

Q: Should levels match our company's official levels? A: Ideally yes, for consistency. But if company levels don't fit your team, adapt them. Document your mapping.

Q: What if we don't have formal levels? A: You can still use them in ManagerDash for your own tracking. Keep it simple: Early Career/Mid/Senior.

Q: Do I have to assign levels to everyone? A: No, they're optional. But they add valuable context for assessments and goals.

Q: How do I handle promotions? A: When someone is promoted, edit their profile and update their seniority level. Add a goal or feedback item noting the promotion.

Q: Can I have different levels for different roles (e.g., Frontend vs Backend)? A: Yes, but consider if it adds value or complexity. Usually better to have unified levels.

Q: What if someone doesn't fit any level? A: This suggests you need to refine your level definitions or add a level. Use feedback and discussions to figure out why they don't fit.