Overview: Categories

Start from: The Workforce module.

• Navigate to Configuration > Categories.

The categories panel shows a grid with seven columns by default:

• ID: the number assigned as an identifier.
• Colour: the colour defined for that specific category.
• Category: the name of the category.
• Abbreviation: a short name for the category, visible on some screens such as shifts.
• Category group: the group the category belongs to. For example, you can have a Dining room or Kitchen group.
• Country: the country where the category can be used. This corresponds to the country set in the business unit settings.
• Brand: the brand where the category can be used. This corresponds to the client brand set in the business unit settings.
• Productivity %: the percentage of worked time spent on activities directly related to running the business.
• Coverage %: the percentage of worked time that counts towards covering optimal staffing needs.
• Status: a category can be active or inactive.

The top of the categories panel also shows counters for Categories and Category Groups, and a set of buttons:

• New (+): adds new categories. For more information, see Create new category.
• Filter: applies a set of criteria to make searching easier.
• Configuration: shows all category groups and lets you add new ones. For more information, see Group categories.
• Export: exports the data visible in the panel in .XLS or .CSV format.