Add Lookups
System set up steps:
Step 1: Welcome Email | Step 2: Add Lookups | Step 3: Add Notification Emails | Step 4: Add Employees
Adding data manually
If you are manually adding your data, follow the steps listed in the Add Lookups section.
Data Import
If you are using a Data Import and have populated the data for the fields listed in number 6 of the Add Lookups section, the data import will create the list for you. After the import has completed, to create more lookups, follow the Add Lookups steps.
Help with Data Imports
For information on Data Imports, contact your Account Manager.
Add Lookups
Lookups are drop-downs found in several system areas, including the Personal, Contract, and Payroll tabs in My Details.
You can populate these lookups with a list of options specific to your company.
The instructions in this topic are based on adding lookups to the Contract drop-down, but you can follow the same steps for any other My Details drop-down such as country, role, team.
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Sign in to IRIS HR Professional.
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On the left-hand menu, select System Tools > Lookup Tables.
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Choose Contract.
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After this, select Contract Type.
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There are four values already set up for you. To add more, enter the name in the text entry bar and select Add.
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The Contract Type you have added shows in the list.
The green tick icon shows that the contract type is active. Select this icon to swap between activate and deactivate for the contract type.
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Repeat if you need to add more Contract Types and select Close when you have added all types.
Now you know how to add a Contract Type lookup, repeat those steps to add your values to the following:
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Country
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Job Type
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Location/Division
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Role
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Department
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Pay Type
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Team
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Cost Centre
Related topics:
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