Assign or Unassign an Employee in a Job Category

Before you can perform any of these tasks

There are two ways to assign an employee and to remove an employee from a job category:

Assign an employee through your company settings

  1. In the Home window on the Setup menu, select Settings.
  2. On the left side of the window, click on Payroll, and then Job Categories.
  3. Click Assign Job Categories.
  4. In the Job Category list, select the job category to which you're assigning your employee.
  5. 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.
  6. Click OK.

Remove an employee through your company settings

  1. In the Home window on the Setup menu, select Settings.
  2. On the left side of the window, click on Payroll, and then Job Categories.
  3. Click Assign Job Categories.
  4. In the Job Category list, select the job category to which you're assigning your employee.
  5. 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.
  6. Click OK.

Add or remove an employee through the employee's record

  1. Open the employee's record. How?
      1. In the Home window, click Employees & Payroll on the navigation pane.
      2. In the Tasks pane, right-click the Employees icon and select Modify Employee from the menu.
      3. Select an employee from the list and click OK.
  2. 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.
  3. Click Save and Close.

What would you like to do?

Set up or remove a job category