Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following User Access level: Admin
Capturing the right information is essential for maintaining compliance and supporting your specific business practices. Employers can change fields that are not required, like emergency contacts, cost centres, and managers, to be required. This ensures that both admins and employees provide necessary data during onboarding or when updating an employee file, preventing records from being saved until all required information is entered.
Configure mandatory fields
- Click the Settings menu icon from the left sidebar.
- Under the People section, click the Mandatory Fields submenu.
- You will see a list of field categories.
- Locate the field you wish to make mandatory and use the toggles to enable it for:
- Employee File: Requires the field to be completed when admins or managers edit an existing record.
- Onboarding: Requires the field to be completed by the employee or employer during the onboarding process.
- The system will automatically save your preferences as you toggle each field.
You can currently set the following fields as mandatory:
- Employment Details: Primary Cost Centre, Additional Cost Centre, Employee Code, Probation Length, Primary Manager, Secondary Manager, and Groups/Teams.
- Emergency Contacts: All fields within the emergency contact section.
- Financial/Compliance (Region Specific): ATSI field (AU only) and Superannuation Rate (AU Employer Only).
How mandatory fields appear
- When a field is set to mandatory, it will display a red Required label underneath the field name in the edit view.
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If a user attempts to save a file or proceed through onboarding without completing these fields:
- The system will prevent the Save or Continue action.
- An error message will highlight the missing information in red.
Tip
Using mandatory fields ensures that your workforce data remains complete, making reporting and payroll processing much smoother.
Explore related content
- Edit employee employment details Learn how to update existing employee records and manage their professional information.
- Managing employee cost centres This guide explains how to set up and allocate cost centres to track your labor spending accurately.