Creating and Using Categories

Objective

To create and use categories. Categories are an efficient way to segment your workforce and properly staff jobs.

Steps

Create a Category:

Note: Creating a category is not required, but to do so organizes the employees in your Accoric Management account.

1. Hover over Menu in the top-left. Click Categories.
2. On the top of the page, you will see Current Categories table. By default, there will be two categories: All Employees, and Unassigned. These cannot be deleted. Type in the category's name and click Create. Categories you create will be listed alphabetically in the Current Categories table.

1. Clicking on the name of the category will link you to a dropdown table, listing employees in that category.

Deleting a Category:

1. Navigate to the Current Categories table.
2. In the far-right Colum, Click Delete.

1. When a category is deleted all of its employees are automatically assigned to the unassigned category.

Viewing and Editing Information in a Category:

1. Clicking on the name of the category will link you to a dropdown table, listing employees in that category.
2. Tick the radio button for the employees you would like to move to another category. Under Data Actions, use the dropdown to select which category you would like to move the selected employees to. Click Update.

1. From here the active status of employees can be changed as well.

Activating a Category:

Note: Activating a category is necessary for it to be shown on the Employee Dashboard.

1. Navigate to Categories.
2. Locate the category you wish to activate. Expand the dropdown and click on Activate at the top-right.