Instantly create a custom field
You can take advantage of the “1-Click custom field” in an employee profile to create specific fields to manage your employee records, such as Parking cards or T-shirt sizes.
On an employee’s profile, hover over the “Custom Fields” menu on the right and click to immediately create your own custom fields. Learn more.
Customize & Download your employee list
Go to Employees > Manage Employee
Click on the gear ⚙️ icon on the headers
Select the fields you need > click Apply
Rearrange and/or resize columns
Click Download CSV to export your data list
Save your list
Save your employee lists in “Manage Employees” to easily retrieve the information you need without having to filter data every time.
Go to Employees > Manage Employee
In the first section on the top left, click on it > choose Create a View
Enter the name and description for your new view > click Create
You can save up to 5 custom views for easy access.