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Create and manage custom fields and additional information

Updated

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 employee self-service onboarding, during onboarding of a new worker, 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, contractors, and volunteers, and Employee Onboarding features.

Manage additional information

Create additional information
  1. Click the Settings menu.
  2. Under People, click Additional Information.
  3. Click the + Add Additional Information button.
  4. On Step 1, complete the following fields:
    • Name.
    • Type:
      • Free Text.
      • Single Selection.
      • Multi Selection.
    • Hint (optional).
    • Description (optional).
  5. Click the Next button.
    ext.jpg
  6. On Step 2, complete the following fields:
    • Applies to. Toggle on the worker types this field should apply to:
      • Employees.
      • Contractors.
      • Volunteers.
    • Permissions. Choose who can view and edit this field:
      • Managers:
        • Hidden.
        • View only.
        • View and edit.
      • Employees:
        • Hidden.
        • View only.
        • View and edit.
    • Mandatory.
    • Capture during employee self-service onboarding – the field appears on the onboarding steps completed by the employee or volunteer themselves. This toggle can only be enabled once the Employees permission above is set to View and edit. If the permission is later changed back to Hidden, this toggle is automatically turned off.
    • Capture during onboarding of a new worker – 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.
    • Send an email notification to employees.
  7. Click the Save button.

Once saved, the additional information list will show an In onboarding column indicating where the field will appear during onboarding.

Edit additional information
  1. Click the Settings menu.
  2. Under People, click Additional Information.
  3. Click the ... button for the item you need.
  4. Click Edit. 
    Edit (2).jpg
  5. Make the required changes to the additional information.
  6. Click the Next button.
  7. Make the required changes to the worker types, permissions, and onboarding settings.
  8. Click the Save button.
Delete additional information
  1. Click the Settings menu.
  2. Under People, click Additional Information.
  3. Click the ... button for the item you need.
  4. Click Delete.
    Delete (1).jpg
  5. In the pop-up box, click the Confirm button.

  Note: Any changes made to additional information fields are recorded in the audit trail, so you can see when a field was updated and by whom. This applies to all worker types.

  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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