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

  1. Click the βš™οΈ icon on the navigation bar

  2. Select Manage Fields from the dropdown box

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

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

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

  6. 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 βš™οΈ 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 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

πŸ“Œ 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

  1. Click the βš™οΈ 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 βš™οΈ 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

πŸ“Œ Note:

  • Deleting the field will permanently delete all employees' information stored in that field

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