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Hierarchy levels

Hierarchy levels define the organizational levels in your company, from entry-level staff to executive leadership. These levels are used to configure approval authority, routing rules, and organizational structure.

Access hierarchy levels

  1. Go to Admin Settings > Approval Management.
  2. Click the Hierarchy tab.

The Hierarchy tab showing organizational levels from L1 to L7

Default hierarchy levels

Eloope provides seven default hierarchy levels:

Level Code Default name Description
1 L1 Entry Level / Staff Individual contributors with no direct reports.
2 L2 Senior / Mid-level Experienced individual contributors.
3 L3 Team Lead / Manager First-line managers overseeing small teams.
4 L4 Manager / Director Department-level managers with broader authority.
5 L5 Director / Executive Cross-department leadership.
6 L6 VP Vice president level with broad organizational oversight.
7 L7 Executive / C-Suite Highest organizational authority (CEO, CFO, COO).

Configure a hierarchy level

Each hierarchy level can be customized with:

  • Code: A short identifier (e.g., L1, L2).
  • Display name: The label shown in the interface.
  • Description: A brief description of the level's role.
  • Can approve: Whether users at this level can approve expenses, reports, trips, and advances.
  • Approval limit: The maximum dollar amount a user at this level can approve. Leave blank for no limit.
  • Own department only: Restrict approval authority to the user's own department.
  • Cross-department: Allow users to approve items from any department.
  • Color: A color code for visual identification in the org chart.
  • Sort order: The display order in lists and charts.

Edit a hierarchy level

  1. Go to Admin Settings > Approval Management > Hierarchy.
  2. Click on the level you want to edit.
  3. Update the fields as needed.
  4. Click Save.

Add or remove levels

You can customize the number of hierarchy levels to match your organization's structure. Not every organization needs all seven levels.

  • Add a level: Click Add Level and fill in the details.
  • Remove a level: Click Delete next to the level you want to remove.

Warning: You cannot delete a hierarchy level if users are currently assigned to it. Reassign those users to a different level first.

How hierarchy levels affect approvals

Hierarchy levels work with reporting hierarchies and approval rules to determine the approval chain:

  1. When an item is submitted, it routes to the employee's direct manager based on the reporting hierarchy.
  2. If the amount exceeds the manager's approval limit (set on their hierarchy level), the item escalates to the next level.
  3. This continues up the chain until an approver with sufficient authority approves the item.

Up next

Learn Reporting hierarchiesin Eloope.


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