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Create an Employee Type or a folder

The Admin area is only accessible by administrators; only Global User Administrators can perform the functions detailed on this support page.

 

How do I create a new Employee Type?

Navigate to the "Employee Types" admin page, then:

If you want to create a new Employee Type and have it automatically placed in a folder:

  • Click on the folder’s name so that it is highlighted blue.

  • Click 2018-04-11_1415.png in the top right corner of the page.

  • In the resulting drop-down menu, click 2018-04-11_1517.png.

Create_ET_under_folder.jpg

 

If you want to create a new Employee Type without having it automatically placed in a folder:

  • Click 2018-04-11_1415.png in the top right corner of the page.

  • In the resulting drop-down menu, click 2018-04-11_1517.png.

 

In the resulting window:

  • Enter the name of the Employee Type

  • (**Optional**) Add a description. This description will appear when you hover over the Employee Type when editing or creating a user. This is helpful if you want other User Administrators to understand to what exactly it refers before they add it to someone's profile.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon). This icon will appear next to the Employee Type when editing or creating a user or filtering a list of users. It's helpful for when people are quickly skimming a long list of Employee Types.

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click 2018-04-11_1420.png.

 

How do I create a new Employee Type folder?

Navigate to the "Employee Types" admin page, then:

  • Click 2018-04-11_1415.png in the top right corner of the page.

  • In the resulting drop-down menu, click 2018-04-11_1432.png.


Create_ET_folder.jpg

In the resulting window:

  • Enter the name of the folder.

  • (**Optional**) Add a description. This description will appear when you hover over the folder when editing or creating a user. This is helpful if you want other User Administrators to understand to what exactly the folder refers.

  • (**Optional**) Choose an icon (follow the given instructions to find an appropriate icon). This icon will appear next to the folder when editing or creating a user or filtering a list of users. It's helpful for when people are quickly skimming a long list of Employee Types.

  • (**Required only if you chose an icon**) Pick a color for the selected icon.

  • Click 2018-04-11_1420.png.

 

Pro Tip: If you want to move an Employee Type in or out of a folder or reorder the list, you can do so by clicking the Employee Type or folder on the list and dragging it to its new position.

 

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