Appogee HR: Record Categories

An Employee Profile is subdivided into Record Categories as specified within Configuration on the Record Categories tab. 

A set of default Record Categories are provided in Appogee HR but these are fully customizable - we'd encourage that you ensure they are configured to your company's needs and irrelevant Record Categories are deleted.  

 

Examples of Record Categories:

“Employment”, “Emergency”, “Comp and Benefits”, “Learning and Development” etc.

 

Record Categories are further categorised into Record Sub-Categories. 

 

Examples of Record Sub-Categories:

The “Employment” Category could have sub-categories of “Work Details”, “Bank Details”, “Personal Information” etc

Record Sub-Categories are managed on the Profile Fields tab accessible to users with the Admin role.  Note you cannot delete a Record Sub-Category until all Profile Fields on that Sub-Category have themselves already been deleted.  

 

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