Your intelliHR platform will allow you to customise several pre-set drop-down lists on the system. To keep these options in the system up-to-date with your organisation’s needs, you can add an entry to any settings list; for example, adding a new Pay Grade or an additional Goal category. All of the system lists can be added to by following the steps below.
This article covers:
How to Add a System List Option
1. Navigate to Settings on the sidebar.
2. Select the drop-down list you would like to add an option to (i.e. Business Unit/ Entity, Pay Grade, Locations, Recruitment Source, Employment Conditions, Turnover Reasons)
3. You will see a list of all current options for the selected drop-down.
4. Click the “+ Create…” button at the top of the page to add a new option to the drop-down list.
- Complete the required information.
- Save your new entry by clicking the “Create…”button at the bottom.
How to Edit/Disable/Delete an Option
1. Navigate to Settings on the sidebar.
2. Select any of the drop-downs lists (i.e. Business Unit/ Entity, Pay Grade, Locations, Recruitment Source, Employment Conditions, Turnover Reasons)
3. You will see a list of all current options for the selected drop-down.
4. Click Edit beside the relevant option to change its details.
- Change the required information.
- Save your changes by clicking the Save at the bottom.
5. Select Disable to prevent that option from being selected in any new actions across the platform.
6. Select Delete to remove the option from the system permanently.