How do I create a personal document category?

Modified on Tue, 10 Dec at 2:32 PM

What are personal document categories?

Personal Document Categories group data together into categories to make a document easier to find. You can set the category to be visible to the employee in Self-Service.

How do I create a personal document category?

Go to: Definitions > Lookups > Lookup Administration window > Personal Document Category lookup table
Click Insert. The Person Document Category dialogue appears.
Enter a name & description for the Person Document Category.
Select Visible to Employee, if required.
Once complete, click OK. The Person Document Category is created.

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