How do I create a personal document category?

Have more questions? Submit a request

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.

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful