How do I create a personal document category?

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What are personal document categories?

Personal Document Categories group data together into categories to make a document easier to find. You can set the category to be visible to the employee in Self-Service.

How do I create a personal document category?

  1. Go to: Definitions > Lookups > Lookup Administration window > Personal Document Category lookup table

  2. Click Insert. The Person Document Category dialogue appears.

  3. Enter a name & description for the Person Document Category.
  4. Select Visible to Employee, if required.
  5. Once complete, click OK. The Person Document Category is created.


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