Note Categories are an optional setup feature that allows for an Employee Note to be categorized for easy identification/reporting.
Common note categories include Benefit Changes/Updates, Disciplinary, Employee Incentive Program, PIP, Recognition, Termination Write-up.
Navigating to Note Categories Field Value Setup
- From the menu, expand Setup and click Setup Properties.
- Hover over Field Value Setup in the top menu bar and click Note Categories.
Adding a Note Category
- Enter the note category name and description.
- Click Save.
- The note category will populate the list towards the bottom of the page.
Editing a Note Category
- Click the
edit icon towards the far left of a note category.
- Edit the note category information that loads into the top menu.
- Click Save when finished.
Deleting a Note Category
- Select the note categories towards the far-right of the record.
- From the Actions drop-down menu, click Delete Selected Record(s).
- Confirm the deletion of the note categories. If the deleted note categories are associated with an employee note, the note categories will be removed from the employee notes.
