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.
Create Custom Fields
There are two ways to create a new field:
Option 1: Add Custom Fields using Company Setting
Click the βοΈ icon on the navigation bar
Select Manage Fields from the dropdown box
Select a section from the left menu (Personal Info, Home Address, Emergency Contact, Bank Information, etc.)
Click + New Fields and name the field, select data type, and options (if any)
Select if it is a required field and if it can be filled during Hiring/Onboarding
Click Add
Option 2: Add Custom Fields in Employee profile
Go to Employees > Manage Employee
Find and click on an employee's name to open the profile
Click the βοΈ Custom Fields on the right
Select a section from the left menu (Personal Info, Home Address, Emergency Contact, Bank Information, etc.)
Click + New Fields and name the field, select data type, and options (if any)
Select if it is a required field and if it can be filled during Hiring/Onboarding
Click Add
π Note:
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
Click the βοΈ icon on the navigation bar
Select Manage Fields from the dropdown box
Select a section from the left menu
Click the Trash icon to the right of the field
Confirm by clicking Delete
Option 2: Delete Custom Fields in Employee profile
In Employees > Manage Employee
Find and click on an employee's name to open the profile
Click the βοΈ Custom Fields on the right
Select a section from the left menu
Click the Trash icon to the right of the field
Confirm by clicking Delete
π Note:
Deleting the field will permanently delete all employees' information stored in that field
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