Custom Fields: Populating custom fields

To populate a custom field for an employee, follow the steps below:

Step One

Navigate to the People area of the platform in MANAGE mode. This will display a list of people in the platform.

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

Manage ➡️People

Select the People title and proceed with the steps in the rest of this guide.

Step Two

Select the name of the employee within the list to open their profile. You can use the search bar and filters to help to search for a specific user.

Step Three

Scroll to the OTHER INFORMATION section and select the pencil icon to the right-hand side, this will open the UPDATE OTHER INFORMATION drawer which will contain the custom fields.

Step Four

Populate the fields within the form, and click the SAVE button to confirm any changes.