How to create Categories
In PartnerHR Categories group together related Templates; Categories are comparable to folders in your computer.
PartnerHR comes with default Categories and your PartnerHR Administrator can create custom Categories for your organization.
Only your PartnerHR Administrator can create Categories or edit your custom Categories.
How to Create a custom Category
Go to Settings > Category and Activity Configurations, and click "Categories."
Click "Create New Category."
Provide a name for the Category and, if desired, a description of the Category. Then click "Save."
The new custom Category can now be used to group together Templates and for searching Templates under Settings > Templates.
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