Assign or Unassign an Employee in a Job Category
There are two ways to assign an employee and to remove an employee from a job category:
Assign an employee through your
company settings
- In the Home window on the Setup menu, select Settings.
- On the left side of the window, click on Payroll, and then Job Categories.
- Click Assign Job Categories.
- In the Job Category list, select the job category to which you're assigning your employee.
- Select Employees not in this category that you want to add, and click Select. Click Select All to add all employees in the list to this category.
- Click OK.
Remove an employee through your
company settings
- In the Home window on the Setup menu, select Settings.
- On the left side of the window, click on Payroll, and then Job Categories.
- Click Assign Job Categories.
- In the Job Category list, select the job category to which you're assigning your employee.
- Select Employees in this category that you want to remove, and click Remove. Click Remove All to remove all employees in the list from this category.
- Click OK.
Add or remove an employee through
the employee's record
- Open the employee's record. How?
- In the Home window, click Employees & Payroll on the navigation pane.
- In the Tasks pane, right-click the Employees icon and select Modify Employee from the menu.
- Select an employee from the list and click OK.
- On the Personal tab, in the Job Category list, select the job category to which you're assigning your employee. Select <None> to remove the employee from the job category.
- Click Save and Close.