Manage Categories

Categories help you keep employee fields organized and easy to find. While they don’t affect how automations work, grouping related fields makes it simpler to manage and maintain your data.

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Accessing Category Management

1. In the left-hand menu, choose Data → Employee Fields.

2. Click the three dots next to the search bar.

3. Select Manage categories from the menu.

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Create a Category

1. In the Manage Categories dialog, click Add category.

2. Enter a unique name for your category.

3. Click Save.

💡 Tip: Use clear, descriptive names like “Personal Info” or “Job Details” so others immediately understand the grouping.

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Delete a Category

1. Locate the category you want to delete.

2. Click the trash icon next to it.

3. Confirm the deletion in the dialog.

When you delete a category, all fields it contains are automatically moved to the General category.

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Reorder Categories

• Drag and drop categories in the list to change their order.

• The new order is reflected wherever categories appear in the Employee Fields view.

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Best Practices

• Keep the number of categories manageable — too many can make navigation harder.

• Group fields logically based on their purpose or usage in workflows.

• Review categories periodically to ensure they still make sense.