Employee Document Category Maintenance

Use Employee Document Category Maintenance to view, add, or edit employee document categories.

View Document Category Maintenance

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Click Employee Document Category Maintenance. The Document Category Maintenance screen displays.

  3. Click Expand All to view all document categories and sub-categories.

Add a Document Category

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Click Employee Document Category Maintenance. The Document Category Maintenance screen displays.

  3. Click Add at the top-right of the table. A new blank row displays.

  4. Enter the name of the new category.

  5. Click Save.

Add a Document Sub-Category

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Click Employee Document Category Maintenance. The Document Category Maintenance screen displays.

  1. Click Add next to current category. A new blank row displays beneath the current category.

  2. Enter the name of the new sub-category.

  3. Click Save.

Edit a Document Category

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Click Employee Document Category Maintenance. The Document Category Maintenance screen displays.

  3. Click Edit next to category.

  4. Modify the applicable fields for Category, Parent Folder, and Active.

  5. Click Save.

Remove a Document Category

  1. Click administration | Forms & Documents | Employee Documents & Links.

  2. Click Employee Document Category Maintenance. The Document Category Maintenance screen displays.

  3. Click Remove next to category.

  4. Click OK to confirm.