Document Category Maintenance

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

View Document Category Maintenance

  1. Click HR Admin | Forms & Documents | Company Documents & Links.

  2. Click Options | 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 HR Admin | Forms & Documents | Company Documents & Links.

  2. Click Options | 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 HR Admin | Forms & Documents | Company Documents & Links.

  2. Click Options | Document Category Maintenance. The Document Category Maintenance screen displays.

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

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

  5. Click Save.

Edit a Document Category

  1. Click HR Admin | Forms & Documents | Company Documents & Links.

  2. Click Options | 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 HR Admin | Forms & Documents | Company Documents & Links.

  2. Click Options | Document Category Maintenance. The Document Category Maintenance screen displays.

  3. Click Remove next to category.

  4. Click OK to confirm.