Employee Category
Employee Category is a categorization method for employees, such as Volunteer, Lead, or Employee Advocate. This feature is used by administrators to categorize employees for reporting and management purposes. It exists to streamline the organization and reporting of employee activities. It is used when generating reports or managing employee profiles.
Where you can find this feature: Admin Tool > Dictionary Management or Admin > Settings > Capacity Management.
How Employee Category Works
Functionality
Employee Categories can be added, edited, or deleted.
Employee categories that are currently associated with employees cannot be deleted.
Employee categories can be configured in the Dictionary Management section of the Admin Tool or Admin > Settings > Capacity Management.
Example Workflow
An administrator creates an employee category called New Bed Cleaners in the Dictionary Management section.
In the user profiles of bed cleaners employed for less than one year, the administrator selects the New Bed Cleaners category.
When generating reports, users can select the New Bed Cleaners category to include all employees associated with that category whose membership is within the membership of the user generating the report.
Permissions Required:
Administrative permission called Employee Category.
Edit rights to change information.
View rights to see information.
Membership Type "All" with Administrative Rights enabled, or Membership Type "Fixed" with campus-level membership and Administrative Rights enabled for the campus.
Workflows
Configuring Employee Categories
Go to Admin Tool > Dictionary Management or Admin > Settings > Capacity Management > Miscellaneous > Dictionary Management.
In the Dictionary Name column, click the Employee Category link.
Add an employee category:
Click Add to add a new row at the bottom of the page.
In the Campus column, select the campus that the employee category is associated with.
In the Name column, type an employee category name, such as New Bed Cleaners, Transport Supervisors, All Bed Cleaners, or Placement Coordinators.
Click Save. The new category appears in the list, grouped by campus.
Edit existing employee categories:
Change the text in the Name column.
Select a different campus in the Campus list if necessary.
Click Save.
Delete employee categories:
Select the checkboxes for the employee categories you want to delete.
Click Delete Selected Records.
To select all employee categories, select the checkbox in the title bar and click Delete Selected Records.