Lookup Types
Only Administrator Role can perform this action.
You can manage four main Lookup Types in the configurations. These are: Departments, Sections/Units, Leave Types, and Designations.
To update Lookup Types, first go to the settings from the side menu and select Configurations.
Configuration Option
You will land on the Week Setting page by default. Next, look at the left side menu of the Configuration pages. Click on the second option, Lookup Types.
Configuration Side Menu - Lookup Types
You will then arrive at the Lookup Type page, where you can view and update the details.
Lookup Types Page
To update your Lookup Types, click on the 'Select a Type' field and choose the required lookup type. Let's see how to update each lookup type.
Lookup Types
You will see a success message and new field in the table after adding a new data to any Lookup type.
Lookup data adding Success message
1. Departments
Departments Lookup Type
Add:
Select the Lookup type as Department. If you’ve added any departments already, you will see them listed. If not, the section will be empty.
Departments - Already Data added view
Type the Department Name and (optional) Description in the fields provided.
Department adding fields
The blue button with a plus icon will activate. Click on it to save your department. You can add all the departments your company has this way.
Department Add button
You will see a success message like above mentioned and added data in the table afterward.
Update:
To update a Department's Name or Description, click the blue pencil icon.
This will make the fields editable.
Editable field view
After making changes, click the green round button with a right icon to save.
Update Saving button
After saving your updates you will see the following message.
Lookup update success message
Delete:
To remove a department, click the Delete button.
Delete button
Delete Success message
Remember, you cannot delete departments that are already assigned to employees.
Warning message for deleting assigned departments
2. Sections / Units
Sections / Units Lookup Type
Add:
Follow the same steps as for adding Departments. Enter the Section or Unit Name and Description.
Update:
Follow the same steps as the Department update.
Delete:
Follow the Department Delete steps. You cannot delete sections that are assigned to employees.
3. Leave Types
Here, you can see the Leave Types added when you created your Company account. You can also add more types.
Leave Types Lookup Type
Leave Types - Already added Leave Types
Add:
Follow the same steps as for adding Departments. You will see common Leave Types already listed. You can choose from these or create your own Leave Type.
Update:
Follow the same steps as the Department update.
Delete:
Follow the Department Delete steps. You cannot delete Leave Types that are already in use.
4. Designations
Here, you can add employee positions.
Designation Lookup Type
Designation Page - Already designation added view
Add:
Use the same method as for adding Departments.
Update:
Follow the Department Update steps.
Delete:
Follow the Department Delete steps. You cannot delete Designations that are already assigned.
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