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Create & Manage Custom Fields
Create & Manage Custom Fields

Utilize Custom Fields to label or collect personal details from your employees.

Updated over a week ago

Does your country or company require personal details from employees and/or add specific information? Custom Fields can make this all possible. These are some common uses for custom fields: Employment ID, Personal email, Middle name, T-shirt size, Dietary preferences, Allergies, etc.

Depending on the configuration of your access role, you may or may not have access to this feature. Please check with your Admin for access control.

Create Custom Field

There are two ways to create a new field:

Option 1: Add Custom Fields using Company Setting

  1. Click the Gear โš™๏ธ icon on your navigation bar > Manage Fields

  2. Select a section from the left menu (Personal Info, Home Address, Emergency Contact, Bank Information, etc.)

  3. Click + New Fields and name the field, select data type, and options (if any)

  4. Select if it is a required field and if it can be filled during Hiring/Onboarding

  5. Click Add

Option 2: Add Custom Fields in Employee Profile

  1. Go to Employees > Manage Employee

  2. Find and click on an employee's name to open the profile

  3. Click the โš™๏ธ Custom Fields on the right

  4. Select a section from the left menu (Personal Info, Home Address, Emergency Contact, Bank Information, etc.)

  5. Click + New Fields and name the field, select a data type, and options (if any)

  6. Select if it is a required field and if it can be filled during Hiring/Onboarding

  7. Click Add

๐Ÿ“Œ Notes:

  • After a custom field is created, the Type cannot be modified.

  • Employees won't be notified to fill out a field if they are already on board. If you'd like them to fill out a custom field, please remember to tell them.

Delete Custom Field

To delete an unnecessary custom field, follow the guide below:

Option 1: Delete Custom Fields from Dashboard

  1. Click the โš™๏ธ icon on the navigation bar

  2. Select Manage Fields from the dropdown box

  3. Select a section from the left menu

  4. Click the Trash icon to the right of the field

  5. Confirm by clicking Delete

Option 2: Delete Custom Fields in Employee profile

  1. In Employees > Manage Employee

  2. Find and click on an employee's name to open the profile

  3. Click the โš™๏ธ Custom Fields on the right

  4. Select a section from the left menu

  5. Click the Trash icon to the right of the field

  6. Confirm by clicking Delete

๐Ÿ“Œ Note:

  • Deleting the field will permanently delete all employees' information stored in that field. Please make sure to export your data (if any) before deleting a custom field.

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