Efficiently Add or Edit Employee Categories in greytHR

Updated in September- 2024 | Subscribe to watch greytHR how-to video

Adding employee categories refers to the process of creating new categories or modifying existing categories that are used to classify employees based on specific criteria or characteristics in a software application or system.

When you add employee categories, you create new classifications to group employees based on common attributes, such as employment status (full-time, part-time, contract), job roles, departments, locations, or any other relevant factors. This allows for better organization and management of employee data within the software.

The Employee Position page in the greytHR Admin portal allows you to add/edit employee categories. These categories help you to assign a position to your employees in the organization. The page provides you with an option to delete any particular category or record. The changes you make on this page reflect on the Position History page under the employee module. You can also download the information on employee categories in excel format.

To view the Employee Position page, navigate to the Settings icon > System Settings > Employee > Employee Position.

You can perform the following actions on the Employee Position page:

1. Add/Edit employee categories.

2. Add positions to employee categories.

3. Download employee categories.

Add/Edit employee categories

To add/edit employee categories, perform the following actions:

1. From the greytHR Admin portal, navigate to the Settings icon > System Settings > Employee > Employee Position.

2. On the Employee Options page, click +Add New Category. The card expands.

3. In the text box, enter a category name.

4. In the Sort Order: text box, enter the display order number.
   Note: The new employee category reflects on the Position History page as per the Sort Order number.

5. Select the Enabled check box to activate the category. 

6. Select the Mandatory check box if you want the HR admin to fill in position details at the time of adding a new employee to the database.

7. Click Save to add the new category. 

Note: You can also edit/delete the existing employee categories by clicking the Edit/Delete icon available next to each category.

Add positions to employee categories

To add positions to employee categories, perform the following actions:

1. From the greytHR Admin portal, navigate to the Settings icon > System Settings > Employee > Employee Position.

2. On the Employee Position page, select the required employee category. A list appears.

3. Under the Name column, double-click the cell to enter a position name.

4. Under the Code column, double-click the cell to enter a code.

5. Under the Active column, double-click the cell and select the check box to activate the position.

6. Click Save. A success message appears. 

Note: You can also delete a particular position by clicking the Delete icon available on each row. 

Download employee categories

To download the employee categories, perform the following actions:

1. From the greytHR Admin portal, navigate to the Settings icon > System Settings > Employee > Employee Options.

2. On the Employee Options page, click the Export to Excel button to download the employee categories information in excel format.

Other related links:

• Set up employee categories

• Add/Edit employee number series