Let's dive deeper into the contracting process and how affiliations are related to hierarchies.
Hierarchies are created via the Affiliations.
You only need to add the lowest level affiliation and let Core do the rest.
Click here to go to the Affiliation Overview.
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Go to the Hierarchy Tab:
- Navigate to the agent or agency profile and select the "Hierarchy" tab.
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Click Add Affiliation:
- Click the "Add Affiliation" button to add a new affiliation.
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Select the Lowest Affiliation Level:
- The system will prompt you to select the lowest affiliation level available. After selecting, Core will automatically build the rest of the hierarchy.
- The system will only show the lowest level available. For example, if you have an Affiliation with Level 2 as the East Region and Level 3 as NYC, only NYC will be available for selection in the dropdown menu.
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Add Compensation Hierarchy:
- Click the $⭐ icon to add the compensation hierarchy.