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Add new worker or client categories

In this article, we explain how to add new worker or client categories and assign them to a contract.

Written by Emma Ianson

You can create categories to help organise workers or clients and apply them to contracts where needed. Category names can also be updated later if required.

To add a worker or client category, follow these steps:

  1. Click Settings from the left‑hand menu.

  2. Click Categories.

  3. Click Worker / Client Categories, then click New.

  4. Enter the category name.

  5. Choose the relevant contract from the drop‑down list.

  6. Click OK to save the category.

To apply the changes, restart the application and the new category will appear and be available for use.

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