How do I create a personal document category?

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.