HR Category Management

[rachelerickson]

I have what seems like a simple request: Add and remove several categories (and subcategories) from the Employee Relations Cases. I'm fairly new to HRSD, so forgive the ignorance, but I managed to figure out that the categories are coming from the HR Categories table (sn_hr_core_hr_category). However, I don't see any way to deactivate categories. I don't want to delete them, since there are many existing cases using the categories they'd like to be retired. What am I missing?

[Nilesh Wahule · Accepted solution]

Hi @rachelerickson ,

There is nothing wrong in configurations. As I could not find any OOB table for category and subcategory,  I assume these tables are created by you/your team.

If Yes, then you can customize the tables and add one more field of type Boolean ( True/False ) as Active. Then use that field in reference qualifier for the category field from your case form like Active is True.

This will automatically return only the active categories.

Please mark my answer as helpful/correct if it resolves your query.

Let me know if any issues….

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Nilesh Wahule

[rachelerickson]

Thanks, didn't realize it wasn't OOB. We took over for another team mid-stream.

[John Zhang1]

Hi @rachelerickson ,

HR categories are all under HR Service Catalog (Service Catalog->Maintain Catalog)

Step 1

Step 2 -Open HR Service Catalog and then you can see all categories under related list:

Step 3- Disable/retire a category by clicking "Deactivate" button.