Add a category

This article covers: Add category.

Before you start

Access. Changing records here needs permissions of this area (EmployeeCategory.Create, EmployeeCategory.Update, EmployeeCategory.Deactivate, EmployeeCategory.Assign, EmployeeCategory.Delete). Roles that include them: HR Administrator, HR Manager, HR Executive. Ask your administrator if you do not have one of these roles.

Steps

Open Core HR > Employee Categories.
Select Add category.
In the window Employee category fill in the fields below.

Field	What it means and what to enter
Category name	The name people see for the record. For example: For example: Senior Management.
Category code	A short, unique code that identifies the record. For example: For example: SENIOR_MGMT.
Category type	Choose one: Employee, Contract, Temporary, Intern, Apprentice, Consultant, Worker, Other.
Parent category	The record this one sits under. Leave it empty for a top-level record.
Description	Free text for your own notes.
Effective from	The first day the record is in force.
Effective to (optional)	The last day the record is in force. Leave it empty if it has no end.
Sort order	Type the sort order.

Select Save.

The window closes and the table shows the result.

If something does not work

The button "Add category" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.