Manage custom fields to track additional info about employees
Creating custom fields
1. Click your profile icon in the top-right corner, then click Settings.
2. To create custom fields, click App Settings.
3. Under App Settings, click the Custom Fields tab.
4. Click + Add Field to create a new custom field.
5. Next, you’ll see a pop-up window to create a new custom field with the following fields.
- Field name. Name of the custom field
- Data type. It can be long text, short text, date, number, choice list, or yes/no. Note that once the data type is saved, it cannot be changed.
- Is it required?
- If you’d like your new custom field to be required (meaning that all employees must fill it out), select Yes.
- If you’d like employees to see this custom field on other employees’ profiles, select Public. If you’d like employees to see it only on their own profiles, select Private.
- In either case, Admins can see any custom fields on any profile.
- Is it self-service?
- If you’d like to allow employees to update the custom field on their own profiles, select Yes. Otherwise, select No, admins only.
- Where should it show up on the employee profile?
- If you’d like to display the custom field in the work section of an employee profile, select Work. Otherwise, select Personal.
6. Once completed, click Save.
Modifying custom fields
1. To modify a custom field, click the ellipsis next to it and click Edit.
2. If you wish to delete an existing custom field, click the ellipsis and click Delete.
After you click Delete, a pop-up window will ask you to type the custom field name to confirm deletion.
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