Create categories manually

Categories are automatically created while importing a CSV list of employees, but you can also choose to add them manually. Here is how it works and what you need to know.

To create categories manually:

  1. Go to the Categories section of the Admin panel

  2. Click "New category"

  3. Enter a Title and Type

  4. Enter the possible values

  5. Click "Save"


You must fill in the information about employees already in your database once you've manually created categories so your employee list doesn't contain empty values.

You can:

  • mass update your employee database through mass upload

  • manually edit employee information right from your user list

  • or ask employees to edit their profiles if they have access to the platform

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