How To Edit Hot Beverages via List Management

During the onboarding workflow employees have the option to select their favourite hot beverage or beverage from the drop down list when adding their optional information.

This can be used as part of the induction process an long with their favourite food and cake, to see how to add or edit the:

Food list click here

Cakes list click here

This detail can be added in the below methods:
- Onboarding > Getting to know you step
- Employee > Employee Details > Notes


Follow Me.

To Edit or add to your Hot beverages list:

1. Go to:  Settings > Setup > List Management

2. In the look up list select Hot Beverage

3. Make the required changes below

a. Select "Add Item" to add a new Hot beverage to your list, enter the name and update

b. Select Edit next to the required Hot beverage and you can change the name displayed, make the change and update

c. Select "Delete" next to the required Hot beverage to delete and confirm the deletion

Note: Any changes will be applied to new onboarding workflows or immediately to the Notes section

Prefer to watch the video:


Was this article helpful?
0 out of 0 found this helpful
Have more questions?
Submit a request