How do I customise onboarding and employee file fields via the HR platform?

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
  1. Click the Settings menu.
  2. Under Customisation, click the Custom Fields submenu.
  3. Click the Create New button.
    screenshot of the custom fields page, highlighting the create new button
  4. Complete the following fields:
    • Name.
    • Type - select "Free Text".
    • Hint.
    • Description.
  5. Click the Next button.
    screenshot of the create new custom field popup, highlighting the next button
  6. Complete the following fields:
    • Permissions:
      • Managers:
        • Hidden.
        • View only.
        • View and edit.
      • Employees:
        • Hidden.
        • View only.
        • View and edit.
    • Mandatory.
    • Capture field during onboarding.
    • Send an email notification to employees.
  7. Click the Save button.
    screenshot of the create new custom field popup, highlighting the save button
Create a single-selection custom field
  1. Click the Settings menu.
  2. Under Customisation, click the Custom Fields submenu.
  3. Click the Create New button.
    screenshot of the custom fields page, highlighting the create new button
  4. Complete the following fields:
    • Name.
    • Type - select "Single Selection".
    • Add select options.
    • Hint.
    • Description.
  5. Click the Next button.
    screenshot of the create new custom field popup, highlighting the next button
  6. Complete the following fields:
    • Permissions:
      • Managers:
        • Hidden.
        • View only.
        • View and edit.
      • Employees:
        • Hidden.
        • View only.
        • View and edit.
    • Mandatory.
    • Capture field during onboarding.
    • Send an email notification to employees.
  7. Click the Save button.
    screenshot of the create new custom field popup, highlighting the save button
Create a multi-selection custom field
  1. Click the Settings menu.
  2. Under Customisation, click the Custom Fields submenu.
  3. Click the Create New button.
    screenshot of the custom fields page, highlighting the create new button
  4. Complete the following fields:
    • Name.
    • Type - select "Multi Selection".
    • Add select options.
    • Hint.
    • Description.
  5. Click the Next button.
    screenshot of the create new custom field popup, highlighting the next button
  6. Complete the following fields:
    • Permissions:
      • Managers:
        • Hidden.
        • View only.
        • View and edit.
      • Employees:
        • Hidden.
        • View only.
        • View and edit.
    • Mandatory.
    • Capture field during onboarding.
    • Send an email notification to employees.
  7. Click the Save button.
    screenshot of the create new custom field popup, highlighting the save button

Editing data

Edit a free text custom field
  1. Click the Settings menu.
  2. Under Customisation, click the Custom Fields submenu.
  3. Click the Actions button.
  4. Click the Edit button. 
    screenshot of the custom fields page, highlighting the actions dropdown and edit buttons
  5. Make the required changes to the custom field.
  6. Click the Next button.
    screenshot of the edit custom field popup, highlighting the next button
  7. Make the required changes to the permissions.
  8. Click the Save button.
    screenshot of the edit custom field popup, highlighting the save button
Edit a single-selection custom field
  1. Click the Settings menu.
  2. Under Customisation, click the Custom Fields submenu.
  3. Click the Actions button.
  4. Click the Edit button. 
    screenshot of the custom fields page, highlighting the actions dropdown and edit buttons
  5. Make the required changes to the custom field.
  6. Click the Next button. 
    screenshot of the edit custom field popup, highlighting the next button
  7. Make the required changes to the permissions.
  8. Click the Save button.
    screenshot of the edit custom field popup, highlighting the save button
Edit a multi-selection custom field
  1. Click the Settings menu.
  2. Under Customisation, click the Custom Fields submenu.
  3. Click the Actions button.
  4. Click the Edit button. 
    screenshot of the custom fields page, highlighting the actions dropdown and edit buttons
  5. Make the required changes to the custom field.
  6. Click the Next button.
    screenshot of the edit custom field popup, highlighting the next button
  7. Make the required changes to the permissions.
  8. Click the Save button.
    screenshot of the edit custom field popup, highlighting the save button

Deleting data

Delete a custom field
  1. Click the Settings menu.
  2. Under Customisation, click the Custom Fields submenu.
  3. Click the Actions button.
  4. Click the Delete button.
    screenshot of the custom fields page, highlighting the actions dropdown and delete buttons
  5. Click the Confirm button.
    screenshot of the delete confirmation popup, showing where you need to click the confirm button

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