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Set up employee categories

Updated inย February- 2024 |ย Subscribe to watch greytHR how-to video

Setting up employee categories involves classifying employees into different groups or categories based on specific criteria or characteristics. This categorization helps in organizing and managing employee records, applying relevant policies or rules, and generating reports based on employee categories.

The Category Group page in the greytHR Admin portal displays the different categories available throughout the application. To view employee information, you may prefer to see only certain key employee categories such as department, designation, attendance, and location, instead of all of them. In such cases, you can define the categories that you want to display on the screen. The page also allows you to add any number of employee categories.

To view the Category Group page, click the Settings icon > System Settings > Employee > Category Group.

โš ๏ธ We recommend you to contact the greytHR support team before making any changes in settings.

Set up employee categories

To set up employee categories, perform the following actions:

  1. On the Category Group page, from the Screen dropdown list, select the required category name. The page displays the category options as Available Categories and Selected Categories.

  2. Select the options from Available Categories to drag and drop them into Selected Categories. A success message appears.ย 

Note: You can select the categories only to a specific maximum limit defined by each category.

Example: From the Screen dropdown list, select the option ESS Filter Category and customize the categories as per your requirements. Your managersโ€™ can now view the Filter icon on the following pages such as Leave Calendar, Who Is In, Employee Swipe, Attendance Muster, Shift Roster, and People. The Filter icon displays the categories you have customized under the ESS Filter Category on the Category Group page.

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