Categories enable you to group Employees and Jobs into logical groups that reflect the needs of your business.

Click Items in the Application Menu (top left corner of the main window) and select Employee Categories... or Jobs Categories....

In the form that lists all defined Employee or Job categories, click New, enter the Name of the new category, and click OK.

The name of the new Category appears on the list and can be assigned to Employees and Job.

To edit or delete a category, click the corresponding button.

To assign a category to an Employee or Job:

• Display the Employee or Job list in the Item Selection Toolbar and select the Employee or Job.
• Select Open from the Edit drop-down menu.
• In the Employee or Job form that opens, select the category name from the Category drop-down box and click OK.

You can scroll trough Employee or Job forms without returning to the list by clicking the standard scroll buttons at the top of the form.

Note: An Employee or Job can be associated with only one category.