Add or Delete a Category Member

Use these steps to add or delete an employee category member in an employee category.

To add or delete an employee category member:

  1. Under the Setup menu group, go to Employees > Employee Categories.
  2. Use the search filter and/or the Search field to select an employee category.
  3. On the Members tab, toggle on the Show Lines option.
  4. To add an employee category member:
    1. Click +Add Category Member.
    2. Enter information in the fields as needed.
    3. Click Revert if you want to undo your changes. Otherwise, click Save.
  5. To delete an employee category member from the table:
    1. Select the employee you want to remove from the table and click Row Tools > Delete Categories.
    2. In the confirmation dialog box that displays, click Delete to confirm deletion or Cancel to exit without deleting.