EHR - Note Categories Tab (SU)
Overview
The ‘Note Categories’ tab is used to create and maintain 'Note Categories' for Employee Records.
It can be accessed by navigating to TASS.web Payroll HRM > Employee/HR > Setup Information > Employee/HR Setup.
User Security Permissions
Access to this tab is controlled by the ‘Employee/HR Setup’ and ‘--- Note Categories tab’ security points in TASS.web System Admin > Users > User Maintenance or TASS.web System Admin > Users > Security Role Permissions. Contact your school’s TASS System Administrator for access.
About the Note Categories Tab
TASS.web provides a facility for entering and retrieving employee notes. A note category is mandatory for each note entered.
The ‘Note Categories’ tab is used to create and maintain 'Note Categories' for this module.
To create a new category, click 'New' to add a new 'Code' and 'Note Category' description.
Each 'Note Category' requires a unique alphanumeric code up to 3 characters long and a description up to 30 characters long.
Example of employee note categories could be:
Media Publications.
Employee Submitted.
Management Submitted.
General.
Pay Envelope Message (if using Payroll module).
To edit an existing category, highlight the appropriate line and click the 'Edit Selected' button to make description changes or the 'Delete Selected' button to delete the category.
Important!
Note Categories cannot be deleted after they have been used on an employee record.
Care should also be taken when changing the description, as existing employee records using this Note Category will be affected by the change.