Custom Fields is an easy and flexible way to track additional employee information right within your employee records. There are two types of custom fields - Personal and Job. You can use it to keep track of things like dietary restrictions, equipment you issued to employees, document expiration dates, t-shirt sizes, or anything else you would like in personal custom fields, these will be housed in your employees "personal" tab. Job custom fields are housed in your employees "job" tab and can be used to track things like car allowances or anything else that pertains to their job.
To add new custom fields, go to your Company Settings in the bottom left corner > the Custom Fields tab, and click on + Add a Custom Field.
In the modal window that opens, you will be able to provide the following information for personal custom fields:
Field Name: The name of the custom field that will appear in the employee profiles
Field Type: Can choose from 4 field types. Single-line text, Multi-line text, Date, or Number
Visibility: Whether employees should be able to see the field. If yes is selected, then who fills out the field, employee or employer?
When: Whether the field should be filled out at the time of the employees onboarding, or later under the employees profile
Reports: Do you want this field to show up in your reports? This will show up in preset, and optional to custom reports if selected
In the modal window that opens, you will be able to provide the following information for job custom fields:
Field Name: The name of the custom field that will appear in the employee profiles
Field Type: Can choose from 4 field types. Single-line text, Multi-line text, Date, or Number
Visibility: Employees will always be able to see job custom fields and they must be filled out by either a Super Admin or those who have permissions to view and edit employee job records
When: This type of custom feild will always be filled out during onboarding
Reports: Do you want this field to show up in your reports? This will show up in preset, and optional to custom reports if selected
Should completing this field be required? If selected this field will be required to be filled out when onboarding a new employee and cannot be left blank
Click save and it will be added to your list of Custom Fields.
Additionally, you can also run an Active Employees⬏ report that will include all the data on custom fields to help you filter the information when you need to.