Creating User Types and Statuses

You use the User Types and Statuses window to create user types and statuses for delivered standard lookups.

  1. In the Name field, select the lookup type. For example, select the EMPLOYEE_CATG lookup.

  2. If applicable, select a business group. If you do not specify a business group, the user type or status will be available globally.

  3. In the System Type field, select the lookup value that you wish to extend. For example, select the White Collar system type.

  4. Enter a description of the new user type or status. For example, enter Office Clerk as a description.

  5. Enter a code for the new user type or status.

  6. Enter Further Information as required. Depending on the lookup type or localization, you may have the option of entering additional data, such as marking a contract status for inclusion in reports, working hours, or hierarchy type.

  7. Save your work.

    You can enter additional values for each user type or status if required. For example, you may choose to create a further type or status for the White Collar lookup value such as Office Manager.