Manage lookups
- Kelly Collins
Owned by Kelly Collins
Within this page you manage all of the lookups within People Manager. Please see the relevant page for the name of the lookup you require.
From admin in the top menu bar, select manager lookups in the lookup section. Select the lookup you want from the dropdown.
Some lookups have a prepopulated list, you can add to these if you wish to. To create a new lookup click add. Enter the name of the lookup and click save
The name will be added to the list. To edit or delete a name from the list, click on the relevant name, the details screen will appear to the righthand side, make the changes you need and hit save or delete.
Lookup dropdowns
Employee record lookups | ||
Personal section: | ||
| Where in People Manager | Name of dropdown | Name within manage lookups |
|---|---|---|
| Details & next of kin tab | Title | Titles |
| Details tab | Marital status | Marital status |
| Details & dependants tabs | Gender - Please note the HMRC currently only accept male or female for RTI submissions. | Genders |
Details, work permit, & dependants tabs | Nationality | Nationalities |
| Details tab | Ethnicity | Ethnicities |
| Details tab | Disability | Disability |
| Details tab | Religion | Religion |
| Next of kin & dependants tab | Relation | Contact types |
Contract section: | ||
| Where in People Manager | Name of dropdown | Name within manage lookups |
| Details tab | Reason | Contract reasons |
| Details tab | Grade | Contract grades |
| Details tab | Job title | Job titles |
| Details tab | Status | Contract status |
| Details tab | Full/part | Full/part time |
| Details tab | Perm/temp | Perm/temporary |
| Details tab | Job family | Job families |
| Details tab | Timesheet group | See timesheet and expense types |
| Details tab | Cost code | Cost codes |
| Details tab | Expenses group | See timesheet and expense types |
| Details tab | Period | Periods |
| Details tab | Reason | Leave reasons |
| Organisation tab | Status | Status |
| Organisation tab | Division | Divisions |
| Organisation tab | Region | Regions |
| Organisation tab | Location | Locations |
| Organisation tab | Department | Departments |
| Organisation tab | Team | Teams |
| Additional tab | Type | Additional type |
| References tab | Result 1, 2, & 3 | Reference results |
| Recruitment tab | Source | Agencies |
Absence section: | ||
| Where in People Manager | Name of dropdown | Name within manage lookups |
| Events tab | what shall I call it | Absence half day |
| Events tab | Type | Absence types |
| Events tab | Reason | Absence reasons |
| Events tab | Certificate | Absence certificate types |
| Events tab | RTW action | RTW actions |
| Work plan tab | Work plan | See creating work plans |
| Work plan tab | Public plan | See administer public holidays |
| Entitlement tab | Type | Absence types |
| Entitlement Tab | Band Table | See administer entitlement plans |
| Defaults tab | Calendar group | Calendar groups |
| Vaccination tab | Vaccine type | Vaccine types |
Pay section: | ||
| Where in People Manager | Name of dropdown | Name within manage lookups |
| Details tab | type of change | Salary change types |
| Details tab | Basis | Salary basis |
| Details tab | Currency | Currencies |
| Details tab | Reason | Salary change reason |
| Details tab | Grade | Salary grades |
| Rates tab | Job type 1, 2, 3 etc | Job types |
| Payroll tab | Company | Company (payroll) |
| Payroll tab | Payment method | Method (payroll) |
| Payroll tab | Pay frequency & previous frequency | Frequency (payroll) |
| Payroll tab | NIC letter | NI letters |
| Payroll tab | Tax basis | Tax basis |
| Payroll tab | Starter statement | P46 declarations |
| Pension tab | Scheme | See pension schemes |
| Bonus tab | Type | Bonus types |
| Benefit tab | Type | Benefits |
| Allowances tab | Name | Allowances |
| Deductions tab | Name | Deductions |
| Loans tab | Type | Loan ID |
| Misc tab | Type | Payroll misc type |
Development section: | ||
| Where in People Manager | Name of dropdown | Name within manage lookups |
| Training tab | Course | Training courses |
| Training tab | Provider | Training providers |
| Training tab | Result | Training results |
| Certificates tab | Certificate | Certificate types |
| DBS check tab | Level | DBS levels |
| Qualifications tab | Level | Qualification levels |
| Qualifications tab | Grade | Qualification grades |
| Discipline tab | Type | Discipline types |
| Discipline tab | Outcome | Discipline outcomes |
| Grievance tab | Type (in type section) | Grievance types |
| Grievance tab | Type (in outcome section) | Grievance outcomes |
| Languages tab | Language | Languages |
| Languages tab | Reading, writing, speaking ability | Level |
Other section: | ||
| Where in People Manager | Name of dropdown | Name within manage lookups |
| Cars tab | Fuel type | Fuel types |
| Equipment tab | Type | Equipment types |
| Projects tab | Project | Projects |
| Projects tab | Task | Task details |
| Expression of wish tab | Relation | Contact types |
| Accidents tab | Type | Accident type |
| Accidents tab | Status | Accident status |
Lookup dropdowns
Appraisal set up lookups | ||
| Appraisal Configuration: | ||
| Where in People Manager | Name of Dropdown | Name within manage lookups |
| Appraisal configuration - lookup values | Rating | Appraisal ratings |
| Appraisal configuration - lookup values | Progression | Progression |