# Category

### 1. How to add or create a new category?

**Path**: Cloud portal > Settings > HR > Category > click '+' icon > fill in details > Save

**Step 1**: Log into the cloud portal, go to 'Settings' menu and under the ‘HR’ tab, click on the ‘Category’ subtab.

**Step 2:** Click the '+' icon towards the upper right corner of the screen to create a new category.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FqpjXnHfnTcxQ0ASgp4Yq%2F0.png?alt=media)

**Step** **3:** In the New Category pop-up, add required details such as Category, Description, Display Order in the respective fields as required and click on the ‘Save’ button. The new Category will be added accordingly.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FgGdeYGJ67WyDYJl3sKwL%2F1.png?alt=media)

**Link**: <https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=category>

For any queries, contact <support@pockethrms.com>

### 2. How to delete category?

To delete the category, please make sure the category is not assigned to any employee, and to delete the category you can follow the

**Path:** Login to cloud > Settings > HR > Category > in front of the category name click on the delete icon

**Step 1:** login to cloud portal, go to ‘Settings’ menu, and select ‘HR’ tab.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fy3V0mkF39ApX1GOGrh1j%2F0.png?alt=media)

**Step 2:** Select ‘Category’, from the categories available, click on the ‘Delete Icon’ on the right., and click on ‘Ok’ to confirm the removal of category.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FZQCr1DWE22tQF6kBA1CN%2F1.png?alt=media)

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FAfNfLYnkIgwLWLuvYE2H%2F2.png?alt=media)

Link: <https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=category>

For any queries, contact <support@pockethrms.com>