Things teams ask before they sign up.

Start a 14-day trial with no credit card required, complete your company profile and invite your team. The onboarding wizard walks through team structure, goals and review setup.

New workspaces start with a 14-day trial. Choose Team, Growth or Scale to continue afterward. When the 14-day trial ends your workspace becomes read-only: everything stays, nothing is deleted, and choosing a plan turns editing back on. Existing free, paid and lifetime accounts retain their contracted terms.

Basic setup takes minutes for a typical practice. The guided onboarding walks you through company setup, team structure, and basic configuration. For larger enterprises, we can help with a customized rollout plan.

CSV import supports employees, departments and goals. Contact us to review other historical data before planning a migration; not every record type has a direct import.

No. The product is designed to be intuitive with drag-and-drop interfaces, pre-built templates, and step-by-step guides. Help docs and founder-led email support back it up.

Review templates, goals and feedback settings can reflect your company values. Scale adds custom branding. Custom workflows are on the roadmap and are not included today.

Three paid plans: Team is $29/month for up to 25 people. Growth is $79/month for up to 100. Scale is $149/month with 150 people included, then $2 per person above 150 up to 500. At 500, the total is $849/month. Larger teams need a scoped Scale contract.

Existing free accounts keep their agreed features and capacity. New customers can try LVL Up for 14 days before choosing one of the three paid plans.

Team is $29/month or $278/year. Growth is $79/month or $758/year. Annual Team and Growth pricing saves approximately 20% against 12 monthly payments. Scale is monthly only, including its additional-person charges.

Yes. Cancel any time from account settings; access continues to the end of the current billing period. No calls required and no lock-in contracts.

If you are not getting value in your first 30 days on a paid plan, email us and we will work out a refund; annual subscriptions can be prorated for unused months. The full policy is published at https://www.lvlupperformance.com/refund and referenced from our Terms of Service.

The pricing page shows each team capacity and the Scale formula before checkout. Taxes may apply. AI, video and storage have plan allowances; custom integration and implementation services require a separate scope.

For more than 500 people or a complex rollout, contact us to scope a Scale contract. SSO/SAML and custom workflows are on the roadmap and are not included today.

Yes. Healthcare practices are where LVL Up is deepest: license and certification expiry alerts, time off, documents and performance reviews in one place instead of a binder, a calendar and a spreadsheet. It is built for any team where a manager or owner handles people with no HR department, so law and accounting firms, agencies, trades, nonprofits and startups use the same workspace.

No. LVL Up holds your staff's employment records — hire dates, roles, time off, reviews, licenses, signed documents — never patient records. It is not an electronic health record and we do not sign Business Associate Agreements, because no protected health information should ever be entered into it. Your practice's HIPAA obligations sit with your EHR and your clinical vendors; LVL Up sits alongside them on the staff side.

Yes. Record each person's licenses and certifications with an expiration date, and LVL Up alerts you ahead of the date so renewals show up before they lapse. Work-authorization and document expirations are tracked the same way. This is included on every plan.

No. LVL Up does not run payroll or shift scheduling and does not connect to your EHR. It keeps the people record straight — who works here, in what role, since when, with what time off and what reviews — and exports cleanly to CSV for whatever runs payroll. If you need payroll in the same system, BambooHR is a better fit and we say so on our comparison page.

Cascading objectives from company level down to individuals. Quarterly OKRs with measurable key results, visual progress, dependent goal links, and alignment views that show how individual work connects to company priorities.

Multi-source feedback — self, manager, peers, and external stakeholders. Easy to request, collect, and aggregate. Responses can be anonymous or attributed; AI-powered insights surface patterns and growth areas.

Fully customizable review cycles (quarterly, semi-annual, annual). Pre-built or custom templates, self-assessments, multi-rater feedback, and approval workflows. Reviews integrate with goals and continuous feedback data.

A career portfolio that travels with the employee — verified accomplishments, completed goals, received recognition, and feedback highlights bundled into a portable professional portfolio.

Peer-to-peer kudos, manager shoutouts, company-wide celebrations. Recognition tied to company values, with a social feed showcasing achievements. Optional rewards integration attaches points or gift cards. Leaderboards and badges add a gamified layer.

Employee directory, org charts, PTO/time-off tracking, license and certification tracking, document management, employee profiles, and payroll exports. A complete people-management surface, not just performance.

Agenda templates, talking-point suggestions, action item tracking, meeting notes history, and built-in video calls. 1:1 insights feed performance reviews. Google Calendar sync is in flight.

Dashboard for goal completion rates, review scores, feedback trends, engagement metrics, and recognition patterns. CSV export throughout, with predictive analytics on higher tiers.

Dedicated manager dashboard with team goals, pending reviews, feedback received, recognition given, upcoming 1:1s. Team health indicators, manager effectiveness coaching insights based on engagement data.

Feedback summarization, writing assistance for reviews, role-aware goal suggestions, sentiment analysis, predictive engagement analytics. AI helps speed and insight without replacing human judgment.

Standard NPS formula applied to pulse-survey responses. Color-coded scores (green >30, yellow 0–30, red <0), 12-week trend charts, department drill-down, and auto-generated action items based on score thresholds.

Unified queue at /approvals for PTO requests, document acknowledgments, and time entry approvals. One-click approve or deny per item. No tab-switching across pages.

Yes — request, approve, and adjust balances with an audit trail. Export Report downloads a real CSV with balances, accrued hours, and usage. Accrual rules, carryover policies, and blackout periods are configurable.

Yes — at /team/org-chart. Reassign reporting lines by dragging. The system blocks circular references. Cards show XP level badges and engagement indicators.

When giving recognition, tag the value the person demonstrated (Innovation, Teamwork, Leadership, etc.). Admins create and manage custom badges in /settings/badges. Visibility controls cover public, team-only, and private.

Managed PostgreSQL on Supabase, hosted in SOC 2 certified US data centers. App on Vercel. Your data is not stored on laptops, thumb drives or shared spreadsheets. Full details on the Security page; a downloadable whitepaper is available.

TLS 1.2+ in transit (HSTS enforced). AES-256 at rest at the database and file-storage level. We do not store Social Security numbers today; application-level field encryption is on our roadmap for any high-sensitivity fields we add.

No. Every request resolves your organization first, and every read and write is scoped to that account boundary in the application and API layer, backed by role checks, parameterized queries and audit logging. Cross-tenant access is covered by our automated tests. The full description is on the Security page and in the whitepaper.

Yes — authenticator apps (Google Authenticator, Authy, 1Password) and backup recovery codes. Admins can require 2FA org-wide. Accounts auto-lock after repeated failed login attempts.

Only HR Admin and Payroll Admin roles. Every access to a sensitive field is logged with who, when, and from where. We do not store Social Security numbers today; application-level field encryption is on our roadmap for any high-sensitivity fields we add.

Infrastructure providers (Vercel, Supabase, Stripe) maintain SOC 2 Type II. Our application follows SOC 2 aligned practices including access controls, encryption, monitoring, and audit logging. OWASP Top 10 protections, NIST password guidelines, GDPR/CCPA aligned, PCI DSS Level 1 via Stripe.

You do. We're custodians. Export at any time in CSV, JSON, or PDF. We never sell your data or use it outside delivering our service.

Automated daily database backups, managed and encrypted at rest by our infrastructure provider. Point-in-time recovery is available on our managed database platform and is being enabled as we scale.

Users and admins can view and revoke active sessions instantly. Two-factor authentication is available on every account. Session cookies are HTTP-only with SameSite=strict to prevent session theft.

Yes. Visit /security and download the Security Whitepaper PDF — encryption, isolation, authentication, compliance, infrastructure, FAQs. Share it with leadership, IT, or prospects.

Slack, Google sign-in, CSV import/export and our REST API are available. Google Calendar, Microsoft Teams and other connections remain in development. Check the Integrations page for the current status of each connection.

BambooHR sync is in development. Workday and ADP connections require a separately scoped custom build. CSV import currently supports employees, departments and goals; check your files with us before planning a migration.

Google sign-in is available. SAML 2.0 SSO is on the roadmap and is not included in a purchased plan today.

API access is included on the Growth plan and above: API-key read endpoints for employees, goals, recognition, review cycles, and feedback, plus outbound webhooks for the events we emit — OpenAPI docs at /api-docs.

Slack is live today for recognition shout-outs, with more notification types rolling out. Microsoft Teams is in flight.

Team: Founder-led email support. Growth: Founder-led email support. Scale: Founder-led email support. Custom implementation and ongoing service commitments are agreed separately.

Support is founder-led. Most replies come back within a day, often much sooner. We are a small team and do not promise a response-time SLA. Every plan reaches the same inbox.

Setup guidance and CSV import help are available. Contact us to review your files and requirements. Complex migrations, custom integrations and implementation services are scoped separately.

A help center with step-by-step guides and best-practice docs, plus email support from the founder. There is no scheduled training program; questions about what is coming go on the public roadmap.

Bugs by email or through the help center. Feature requests on the public roadmap — submit ideas, vote on others'. Many of our best features came from customer requests.