Add a staff category

TABLE OF CONTENTS

• Introduction
• Add a staff category 

Introduction

Staff categories allow you to categorise staff and use filters on various screens in Engage and the Staff Portal. 

Add a staff category 

1. Go to Staff > Staff Screen > Current Staff.

2. Select the Edit drop down list contents icon at the top left-hand side of the staff grid.

   

3. Select Staff Category from the list of options. 

   

4. The Add/Edit Staff Category window opens. 

   
5. Select Add New.
6. Enter a Code and Description.
7. Select Save. The new category is added to the list. 
8. To add to a staff member, find the relevant record in the grid. 

9. Select the drop-down in the Staff Category field.

   
10. Choose the Staff Category.
11. Select Save.