Create a Company Hierarchy by relating a table to itself

You can do this with one table, but the self relationship is tricky to set up the right way.  But you will be able to have Regional levels with multiple District levels, and multiple associate levels.

All of the people will be stored on one table, so you can do all of your on-boarding documents, payroll, and/or time cards from that one table.

It could take a decent amount of time to set up, but once you get it, it will give you a lot of flexibility down the road. 

Matthew can you explain (I will probably need to give you more details) how I might go about this?

I'm assuming you have a "Resource/Employee" table.  Then you probably have a few child tables like Documents, Time Cards, Payments, Commission, Appointments, etc.

You want to keep all your 'Resources' together, but have a hierarchy without having to create multiple levels of your 'resource' table.

Am I on the right track?

You basically relate the "resource" table to the "resource" table.  When you do this, quickbase will have a conniption fit and do some funky stuff.  This is where it gets tricky, and deleting the correct fields, and naming them properly comes in.

Its really an advanced development technique.  Are you working with a developer currently? If so, they should know how to do it. 

Matthew I am not working with a developer. Yes, this is exactly what I need to do. It seems that I had done this quite some time ago (4-5yrs) when I first worked with QB, but that was with another group and I just don't remember if I did - then how I did it. 

I see that you have your self relationship for the associates.  I'm curious why you made 2 circular relationships?  What is the 2nd used for?

The 2nd is used to build the manager level... that was all.