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Field Value Setup - Note Categories

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.

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  • Hover over Field Value Setup in the top menu bar and click Note Categories.

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Adding a Note Category

  • Enter the note category name and description.

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  • Click Save.
  • The note category will populate the list towards the bottom of the page.

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Editing a Note Category

  • Click the Edit.gif edit icon towards the far left of a note category.

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  • Edit the note category information that loads into the top menu.

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  • Click Save when finished.

Deleting a Note Category

  • Select the note categories towards the far-right of the record.

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  • From the Actions drop-down menu, click Delete Selected Record(s).

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  • 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.

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