Categorise Employee Fields

You can separate your Employee Fields to categories in order to make them easier to use.

Creating a category

To create a category, open Employee Fields and select the action menu left of search. Select "Manage Categories". Click "Add category". Give a name to your new category and click "Create".

You now have a new category and can start creating or moving fields to that category.

Adding fields to a category

There are two ways to add fields to a category: Move field to a category

To move a field to another category, click the action menu for the field and select "Edit". Change the fields category from the dropdown and click "Save" to save changes. The field is now moved to the new category.

Create field to a category

To create field to a category, click "New" to create new field. Fill in information as normally and select the desired category in the "Category" field. Click "Save" to create the field. Field is created to the selected category.

Removing a category

To create a category, open Employee Fields and select the action menu left of search. Select "Manage Categories".

Select the category you want to remove and click the trash icon on the right.

Confirm that you want to remove the category. Notice that if the category has any fields in it, those are moved to the "General" category.