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Appogee HR: Categories & Field Configuration

In this article:

What are Categories & Fields?

Creating Categories & Fields

Editing, deleting and restoring Categories & Fields

Moving Categories and Fields


What are Categories & Fields?


Each employee profile is made up of Categories & Fields which allow you to store information and records related to the employee. A Category is a section within an HR Process and Fields make up the data within the Category. Categories are grouped by the HR Processes supported in Appogee HR - Personal, Employment, Performance, Learning and Assets. 


Creating Categories & Fields


Go to Process Config > Categories & Fields Overview > Create Category.




In the Category Details tab select which HR Process you want the Category to appear under and add the Name and Description of the Category.



In the Record Security tab configure the default access to Employee Records for Employees and Team Managers.



Click the boxes for the roles that you want to create new Records and use the dropdown to select the default security level for Employees and Team Managers.

For further information on Record Security including Advanced Options, see here.

In the Fields & Security tab, add a Sub Category Name (this can be the same as the Category Name) and add an initial Field Label (additional Fields can be added later).



You'll see the blue Add Field button appears when all the information has been input. Click Add Field and you will be directed to the Security set up section. Use the dropdowns to select the access type for the Field per user role. 



NOTE: The Restricted Staff (Optional) roles column will still show in this view even if the roles are not assigned to any employee. 


For more information on the Restricted Staff roles, see the following articles: What are the user roles? and Configuring user Roles & Access.


To complete the Category creation, you will need to configure the Field Types, switch to Edit and select which field type you want and click Save Changes. You can also add new Fields to this Category here, click New Field. Any new field will need to have the relevant Security settings configured.



Please note, you will not be able to change the Date or Dropdown type after creation, however you can change a Text to a Paragraph and vice versa. 


You can edit and add Fields to your Category using the Edit mode, ensuring you use Security mode to set the Security settings for each role. If you want to see how the category will look for each user role, you can use Preview mode to switch between views. 



If your Security settings for a particular role are set to No Access for all Fields, the below will show.



Once you are happy with the new Category & Fields, and have configured the security settings for additional Fields, click Save Changes.




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Editing, deleting and restoring Categories & Fields


You can edit Categories & Fields in the same way you would create them.


Go to Process Config > Categories & Fields Overview.


As an Admin you are able to make the following changes:


  • Edit/Add/Remove Categories
  • Edit/Add/Remove Fields
  • Change the Security access for Fields
  • Edit/Add/Remove Sub-Categories & Fields
  • Delete & Restore Categories & Fields
  • Use Preview mode to check you are happy with the access for each user role


It is also possible to configure Categories from the page they appear, using the Config icon on the right hand side. This may be useful if you are looking at an employee's profile and notice there are Fields missing.


Go to the Category you wish to edit > Config.




This will take you directly to the Edit section of the Config pages where you can Edit the Fields and Security and check the access using Preview mode.


Back to top



Moving Categories & Fields


Moving Sub Categories:


You may want to move a Sub Category from one Category to another. 


Go to Process Config > Categories & Fields Overview. 


Click on the Category the Sub Category is currently in and go to Fields & Security. Click on the pencil icon and click Change Category. 



A dialog box will pop up where you will be able to select the new Category destination. 



Select the new Category and click OK. You will receive a confirmation dialog box and the page will refresh. 


Moving Fields: 


There are two ways you can move Fields within a Category or Sub Category. 


Go to Process Config > Categories and Fields Overview. 


Click on the Category you wish to edit the Fields of and then select Fields and Security.


Make sure you're in Edit mode and then use the dots to drag the Fields into a new order. 


From this view you can also use the Options icon to move the Fields.



A dialog box will open where you can select where you would like to move the Field to. This gives you more flexibilty and options as you are able to move between Categories and Sub-Categories. 



Select the destinations you would like and then click OK. You will receive a confirmation dialog bx and the page will refresh.

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