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How can admins add custom fields for employees?

If you are an Admin and wish to add custom fields to employee information, please check out this article.

What are custom fields?

Custom fields are any additional information that you want to include in employee information. Some of the examples of popular custom fields would be, department, country, etc. 

Steps to add custom field

To add custom fields, follow the steps below: 

  1. Log in as Admin. Go to "Settings" ⚙️ and click on "Custom Fields" under general settings.

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  2. Click the blue "Add New" button at the top right.

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  3. Once a popup appears, fill out the following fields:

    Name: The name of the custom field when managing employees could be department, country, etc.
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    Type: Set how the data should be filled by your internal teams, such as in the form of input, number, list, multi-list, multi-file, or date.
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    Here's a breakdown:
    Input: custom field to add text.

    Number: Custom field to add numbers

    List: Custom field to choose only one item from a pre-defined list

    Multi list: Custom field to choose more than one item from a pre-defined list.

    Date: Custom field to add a date from the calendar

    Multiple files: Custom field for adding one or more than one file with specific categorizations as attachments.

    Description: Describe the purpose of the custom field to help your internal teams understand how to fill it out. 

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  4. Now click on the Visibility tab and tick where you'd like the custom fields to appear with the following configurations: 
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    • Visible: visible as a field in the edit form
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      • Always mandatory: mandatory to fill from the time of creation 
      • Visible on the table: visible in the table view