Add or change additional information in the employee file

Available for the following HR plans: Platinum

The Additional Information section of the employee file lets an organisation ask for additional information from an employee, such as dietary requirements or what parking spot they use. These are then kept in that employee's file. 

To use this feature, your organisation's admin will first need to set up custom fields. To read further information on how to create a custom field, refer to the following article.

The Additional Information section of an employee's file is where an employee, manager or admin can view their organisation's custom fields and enter the required information. Depending on your organisation's Custom Fields settings, you may only have view access to these fields or you may see nothing as your business admin marked the fields as hidden.

Add information to employee's Additional Information section

Add information to an employee's Additional Information section

Only a manager or company admin can view or change an employee's Additional Information via this method.

  1. Click the People menu.
  2. Click the Employees submenu.
  3. Select the employee that needs additional information added.
  4. Click the Employment Records button to display this module.
    addinfo01.jpg
  5. Select the View more drop-down, then select Additional Information.
    addinfo02.jpg
  6. Select Edit.
    addinfo03.jpg
  7. Complete the required fields and click the Save button.
    addinfo04.jpg
Add information to your own Additional Information section

Employees can change their own Additional Information section using this method.

  1. Click the People menu.
  2. Click the Profile submenu.
  3. Click the Employment Records button to display this module.
    addinfo01.jpg
  4. Select the View more drop-down, then select Additional Information.
    addinfo02.jpg
  5. Select Edit.
    addinfo03.jpg
  6. Complete the required fields and click the Save button.
    addinfo04.jpg
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