Custom Fields

Overview

You can use the Custom Fields function to collect and store employee data, in either the employee file or onboarding page, tailored to your organisations needs. You can also use this function to set the assigned permissions of the custom field and who can edit and/or complete this field.

Availability

HR Plan:

Free

Standard

Premium

✓ Platinum

Payroll Plan:

  Standard

  Premium

Creating a Custom Field

Free Text

  1. Click the Customisation menu.
  2. Click the Custom Fields submenu.
  3. Click the Create New button.
    Custom_1.jpg

  4. Complete the following fields:
    • Name.
    • In the Type field select Free Text.
    • Hint.
    • Description.
    Custom_2.jpg

  5. Click the Next button.
  6. Complete the following fields:
    • Permissions: Managers.
    • Permissions: Employees.
    • Mandatory.
    • Capture field during on-boarding.
    • Send an email notification to employees.
    Custom_5.jpg

  7. Click the Save button.

Single Selection

  1. Click the Customisation menu.
  2. Click the Custom Fields submenu.
  3. Click the Create New button. Custom_1.jpg

  4. Complete the following fields:
    • Name.
    • In the Type field select Single Selection.
    • Add select options.
    • Hint.
    • Description.
    Custom_3.jpg

  5. Click the Next button.
  6. Complete the following fields:
    • Permissions: Managers.
    • Permissions: Employees.
    • Mandatory.
    • Capture field during on-boarding.
    • Send an email notification to employees.
    Custom_5.jpg

  7. Click the Save button.

Multi Selection

  1. Click the Customisation menu.
  2. Click the Custom Fields submenu.
  3. Click the Create New button. Custom_1.jpg

  4. Complete the following fields:
    • Name.
    • In the Type field select Multi Selection.
    • Add select options.
    • Hint.
    • Description.
    Custom_4.jpg

  5. Click the Next button.
  6. Complee the following fields:
    • Permissions: Managers.
    • Permissions: Employees.
    • Mandatory.
    • Capture field during on-boarding.
    • Send an email notification to employees.
    Custom_5.jpg

  7. Click the Save button.

Editing a Custom Field

Free Text

  1. Click the Customisation menu.
  2. Click the Custom Fields submenu.
  3. Click the Actions button.
  4. Click the Edit button. Custom_6.jpg

  5. Make the required changes and click the Next button.
    Custom_7.jpg

  6. Make the required changes and click the Save button.
    Custom_10.jpg

Single Selection

  1. Click the Customisation menu.
  2. Click the Custom Fields submenu.
  3. Click the Actions button.
  4. Click the Edit button. Custom_6.jpg

  5. Make the required changes and click the Next button. Custom_8.jpg

  6. Make the required changes and click the Save button.
    Custom_10.jpg

Multi Selection

  1. Click the Customisation menu.
  2. Click the Custom Fields submenu.
  3. Click the Actions button.
  4. Click the Edit button. Custom_6.jpg

  5. Make the required changes and click the Next button.
    Custom_9.jpg

  6. Make the required changes and click the Save button.
    Custom_10.jpg

Deleting a Custom Field

  1. Click the Customisation menu.
  2. Click the Custom Fields submenu.
  3. Click the Actions button.
  4. Click the Delete button. Custom_6.jpg

  5. Click the Confirm button.
    Custom_11.jpg
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