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Manage categories

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Categories are the main driver of tasks and content in your system. They are configurable, and you can choose to have as many categories (and values) as needed. However, changing them after they are set up can have unintended consequences. If you need modifications, your implementation consultant/administrator can help. Support sometimes gets involved, too.

Most clients use three or four categories (Department, Location, Position, Employee Type).

Some of the actions that can be done: add, edit, retire, and unretire category values.

In this section

Add child category values

Edit a category value

Retire a category value

Unretire a category value

Restore points

Import and export category values