Using Custom Fields
Custom Fields are the perfect solution to store additional data about your employees. These fields can also be made required to ensure these are inputted when adding new employees
Creating Custom Fields
Within the Settings page, head to Custom Fields.
Click + Add Custom Field and fill in the data:
- Field Name: The name you'd like to give
-
Section: In which of the People's tab would you like this to appear?
Most of these have a 1-1 name, whilst "Agreement" refers to the Personal tab. - Display Order: The order you would like this to show within the Custom Field section.
- Field Type: The data type, including date, drop-down, text, currency, and many more.
- Description: Describe the field (optional)
- Required Field: Check whether this field would be required to be inserted for all employees
- Options: When filling in drop-down values, you can set the Label and Values for as many options as you require
Once you have filled in all data, click Create.
Custom Field List
Created custom fields will appear in the Custom Fields settings.
There, you can edit or delete any existing field
Custom Fields in the Employee Profiles
In the employee profile, select the Section to which you have added the custom fields.
There, you will see a sub-section where you can insert your custom fields.
Custom Fields in Report Builder
The data saved in Custom Fields can be exported through Custom Reports: Report Builder: Create Custom Reports
Using the @Custom Field search will show all custom fields for selection.
Therefore, in the above example, we would be able to create a report that shows the VISA Status and Work Permit Expiration Date of all employees through a custom report.