Create a Lookup option

Lookups are dropdowns found in several areas of the system, including in the Personal, Contract and Payroll tabs.

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

Select the coloured labels in the My Details tabs for a shortcut to adding a lookup option. Only Set Rights users can select the coloured labels.

To create a lookup option:

  1. Go to System Tools > Lookup Tables and choose an option from the list of headings. For example, Contract Type.

    The options shown in the Lookup Tables tab.

  2. Select Create New and complete the required fields.

  3. Repeat to add more options to the dropdown.

  4. You can check if the option has added to the lookup. For example, if you added a new option for Contract Type, go to My Details > Contract and select the Contract Type dropdown.