Employee Categories

Employee Categories are a way to categorize employees, usually by job function. Since the Employee Category field is mandatory on Employee/User profiles and Employee Templates, all employees will have at least one assigned category. Employees can be assigned to multiple categories. 

  • Some Meevo reports allow you to filter on Employee Categories, making it easy to select an entire department.
  • Meevo reports will group data by Employee Category, allowing you to compare sales and performance within and across categories.
  • Employee Categories have no impact on the services an employee can perform. 
  • An employee profile and Employee Template must have at least one Employee Category assigned, so it is necessary to create Employee Categories before you create employee profiles.

Adding an Employee Category

Tip: If creating several records that have similar details, select Copy to create a new record with fields identical to the one you just copied. This can save you a lot of time when creating data in Meevo. 

  1. To get to Employee Categories, type empcat into the Convobar, or go to Meevo > Data > Employee Categories.
  2. From the Employee Category search form, select Add New.
  3. Enter a Display Name and an optional Description
  4. Appointment Book Hotkey: Select in the text box and enter a letter that will be the assigned hotkey for this category. After saving, you can use this hotkey in the Appointment Book to filter employees by those assigned to the category. Note the following:
  • When saving, Meevo will validate your selection if that shortcut key is already in use. If it is in use, you will be prompted to select another key.
  • These custom shortcut keys will appear in the Employee Categories search results, in the far-right column.
  1. Employees: This is a list of all employees who are assigned to this Employee Category.
  2. When finished, select Save.

Assigning an Employee Category

Employee Categories are assigned from the Main tab of an employee profile.

Viewing employees that are assigned to a category

You can view which employees are assigned to a particular category from two places:

In the Employee Categories maintenance form

  1. Locate the Employee Category and select it.
  2. In the maintenance form, view the Employees section. This is a list of all employees that are assigned to this category.

In the Appointment Book

  1. Open the Appointment Book using the Convobar or go to Meevo > Appointments > Appointment Book.
  2. Select Filter.
  3. Select at least one option from the Employee Category drop-down.
  4. Select Apply to apply the filter and view the employees that belong to the selected category.

Editing an Employee Category

  1. Locate the Employee Category and select it.
  2. Select Edit, and make your changes.
  3. When finished, select Save.

Inactivating or reactivating an Employee Category

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate an Employee Category:

  • It is no longer selectable from any forms or menus in Meevo.
  • It can still appear in Meevo reports.
  • It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.

To inactivate or reactivate an Employee Category:

Note: An Employee Category cannot be inactivated if it is associated with an active employee.

  1. Locate the Employee Category and select it.
  2. Select Edit.
  3. Select the switch to toggle it to Active or Inactive.
      
  4. Select Save.

Deleting or undeleting an Employee Category

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

When you delete an Employee Category:

  • It is no longer selectable from any Meevo forms or menus.
  • It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
  • It may still appear in Meevo reports depending on the report setup criteria.

To delete or undelete an Employee Category:

Note: An Employee Category cannot be deleted if it is associated with an active employee.

  1. Locate the Employee Category and select it.
  2. Select Delete or Undelete.
    1. If deleting, a confirmation message appears. Select Yes to complete the deletion.
    2. If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.