Available for the following HR plan: Platinum
Available for the following user access level: Admin
The Custom Fields feature lets you customise onboarding and employee file fields, with the ability to ask a free text, single-select, or multi-select question. You can also set the user visibility, editing, and location of those questions. In addition, you can edit any information and delete a record you no longer need.
Getting started
Create a free text custom field
- Click the Settings menu.
- Under Customisation, click the Custom Fields submenu.
- Click the Create New button.
- Complete the following fields:
- Name.
- Type - select "Free Text".
- Hint.
- Description.
- Click the Next button.
- Complete the following fields:
- Permissions:
- Managers:
- Hidden.
- View only.
- View and edit.
- Employees:
- Hidden.
- View only.
- View and edit.
- Managers:
- Mandatory.
- Capture field during onboarding.
- Send an email notification to employees.
- Permissions:
- Click the Save button.
Create a single-selection custom field
- Click the Settings menu.
- Under Customisation, click the Custom Fields submenu.
- Click the Create New button.
- Complete the following fields:
- Name.
- Type - select "Single Selection".
- Add select options.
- Hint.
- Description.
- Click the Next button.
- Complete the following fields:
- Permissions:
- Managers:
- Hidden.
- View only.
- View and edit.
- Employees:
- Hidden.
- View only.
- View and edit.
- Managers:
- Mandatory.
- Capture field during onboarding.
- Send an email notification to employees.
- Permissions:
- Click the Save button.
Create a multi-selection custom field
- Click the Settings menu.
- Under Customisation, click the Custom Fields submenu.
- Click the Create New button.
- Complete the following fields:
- Name.
- Type - select "Multi Selection".
- Add select options.
- Hint.
- Description.
- Click the Next button.
- Complete the following fields:
- Permissions:
- Managers:
- Hidden.
- View only.
- View and edit.
- Employees:
- Hidden.
- View only.
- View and edit.
- Managers:
- Mandatory.
- Capture field during onboarding.
- Send an email notification to employees.
- Permissions:
- Click the Save button.
Editing data
Edit a free text custom field
- Click the Settings menu.
- Under Customisation, click the Custom Fields submenu.
- Click the Actions button.
- Click the Edit button.
- Make the required changes to the custom field.
- Click the Next button.
- Make the required changes to the permissions.
- Click the Save button.
Edit a single-selection custom field
- Click the Settings menu.
- Under Customisation, click the Custom Fields submenu.
- Click the Actions button.
- Click the Edit button.
- Make the required changes to the custom field.
- Click the Next button.
- Make the required changes to the permissions.
- Click the Save button.
Edit a multi-selection custom field
- Click the Settings menu.
- Under Customisation, click the Custom Fields submenu.
- Click the Actions button.
- Click the Edit button.
- Make the required changes to the custom field.
- Click the Next button.
- Make the required changes to the permissions.
- Click the Save button.
Deleting data
Delete a custom field
- Click the Settings menu.
- Under Customisation, click the Custom Fields submenu.
- Click the Actions button.
- Click the Delete button.
- Click the Confirm button.
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