Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plan: Platinum
Available for the following user access level: Admin
The Additional Information feature lets you create a free-text, single-select, or multi-select question. You can also set the user permission, if a user must answer the questions, and whether to capture the field during employer onboarding, employee self-service onboarding, or both. In addition, you can edit any information and delete a record you no longer need. These fields will appear under the Additional Information section in the Employee File for employees and contractors, and Employee Onboarding features.
Manage additional information
- Click the Settings menu.
- Under People, click Additional Information.
- Click the + Add Additional Information button.
- Complete the following fields:
- Name.
- Contractor (toggle on to enable the additional fields for contractors).
- Type:
- Free Text.
- Single Selection.
- Multi Selection.
- Hint.
- Description.
- Click the Next button.
- Complete the following fields:
- Permissions:
- Managers:
- Hidden.
- View only.
- View and edit.
- Employees and contractors:
- Hidden.
- View only.
- View and edit.
- Managers:
- Mandatory.
-
Capture field during onboarding. This can be turned on for:
- Employer onboarding – the field appears on the onboarding workflow completed by an admin or owner (not managers) when onboarding a new worker. This option only applies to the employee worker type, not contractors or volunteers.
- Employee self-service onboarding – the field appears on the onboarding steps completed by the employee themselves. This toggle can only be enabled once the Employees and contractors permission above is set to View and edit. If the permission is later changed back to Hidden, the employee self-service onboarding toggle is automatically turned off.
Both toggles can be turned on at the same time so the field appears during employer onboarding and can then be further edited by the employee during their own onboarding.
- Send an email notification to employees.
- Permissions:
- Click the Save button.
Once saved, the additional information list will show an Onboarding column indicating where the field will appear: Employer, Employee, or both Employer and Employee.
- Click the Settings menu.
- Under People, click Additional Information.
- Click the ... button for the item you need.
- Click Edit.
- Make the required changes to the additional information.
- Click the Next button.
- Make the required changes to the permissions.
- Click the Save button.
- Click the Settings menu.
- Under People, click Additional Information.
- Click the ... button for the item you need.
- Click Delete.
- In the pop-up box, click the Confirm button.
Don't have access to this feature? Contact our friendly sales team here here if you would like to upgrade your account to gain access to Additional Information with Employment Hero today.
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