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
Click the Gear ⚙️ icon on your navigation bar > Manage Fields
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 ⚙️ 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 a data type, and options (if any)
Select if it is a required field and if it can be filled during Hiring/Onboarding
Click Add
📌 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
Click the ⚙️ 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 ⚙️ 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
📌 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.