Custom Fields: Add

Custom fields sit within a custom section. A custom section can contain up to ten custom fields. This guide will explain the process of adding a custom section and then adding the custom fields within it.

Step One

Navigate to the People area of the platform in ADMINISTRATION mode, then select the CUSTOM FIELDS tab at the top of the page.

🚀 If you are using our new menu feature, hover over the People section of the side-bar, then navigate to:

Configuration ➡️Custom Fields

Select the ➕ next to Custom Fields and proceed from step three of this guide.

Step Two

Click on the ADD button to the far right-hand side of the page, this will open the ADD SECTION pull-out drawer.

Step Three

Populate the fields within the form, noting that the name field is mandatory.

If this field captures sensitive information, you can toggle on the 'sensitive' toggle. Sensitive information can only be seen by those with sensitive permissions (typically administrators and not managers).

Step Four

Click the SAVE button in the bottom right-hand corner of the form.

You can now specify the fields you wish to include in the custom section.

Step Five

Select the title of the section from the list, this will open the details page.

Step Six

Within the CUSTOM FIELDS IN CUSTOM SECTION area at the bottom of the page, click the ADD button. This will open the ADD CUSTOM FIELD pull-out drawer to the right.

Step Seven

Populate the fields within the form noting that the title and data type are mandatory fields. You may wish to include include some helper text.

Step Eight

Once the fields have been populated, click on the SAVE button in the bottom right-hand corner to add the custom field to the custom section.

The field is now ready to be populated against the employee's profile.