Add Lookups

System Set Up steps:

Step 1: Welcome Email | Step 2: Add Lookups | Step 3: Add Notification Emails | Step 4: Add Employees

Adding Data manually

If you are manually adding your data, follow the steps listed in the Add Lookups section.

Data Import

If you are having a Data Import and have populated the data for the fields listed in number 6 of the Add Lookups section, the data import will create the list for you. After the import has completed, to create more lookups, follow the Add Lookups steps.

Help with Data Imports

For information on Data Imports, contact your Account Manager.

Add Lookups

Lookups are drop-downs found in several system areas, including the Personal, Contract and Payroll tabs in My Details.

You can populate these lookups with a list of options bespoke to your company.

  1. Log into Staffology HR.

  2. On the left-hand menu, select System Tools > Lookup Tables.

     

  3. Choose Contract.

  4. After this, select Contract Type.

  5. There are four values already set up for you. To add more, enter the name in the text entry bar and select Add.

    The screen to add additonal Contract Types.

  6. The Contract Type you have added shows in the list.

    The green tick icon shows that the contract type is active. Select this icon to toggle between activation and deactivation for the contract type.

    A list of Contract Types.

  7. Repeat if you need to add more Contract Types and select Close when you have added all types.

    Now you know how to add a Contract Type lookup, repeat those steps to add your values to the following:

    • Country

    • Job Type

    • Location/Division

    • Role

    • Department

    • Pay Type

    • Team

    • Cost Centre

    Related topics:

    Perform a Lookup Replacement