Job Categories

Job categories are a convenient way to track payroll-related revenues and expenses and identify employees who submit time slips.

For example, if you create a Sales category and assign this category to all your salespeople, you can track their revenues on sales invoices.

When you create your company, a category called <none> is automatically created for you. This category cannot be edited. All employees are assigned to this category by default. Employees in this category are salespeople and submit time slips. In addition, you cannot change the status of this category from Active to Inactive.

When you remove employees from a category that you have created, they are returned to the <none> category until you re-assign them.

You can assign an employee to a job category in their record or you can assign multiple employees to categories in the Settings > Payroll - Job Categories window.

If you have employees assigned to a job category that includes salespeople, you can select one of these employees to be the primary salesperson for each of your customers.

What do you want to do?

Set up or edit a job category

Assign employees to job categories