How to set up a new user defined field for your company

1. Navigate to Payroll, then click on your organization name.

2. Next, navigate to the Positions / Fields tab.

3. Scroll down and click Add a User Defined Field if you want to create a new one or click Edit to adjust a pre-existing one.

4. Enter or update the information.

1. Label: This is the name of the user defined field.
   

2. Description: This is only shown on this screen - a description of the user defined field.
   

3. Code: This must be different than the other user defined fields. It can be as simple as a single numerical value.
   

1. Input Type: Select what the user will enter into the employee profile
   

1. Choice List: You will specify at the company level what options are available, and then users can select which value at the employee level (will appear as a drop down list).
   

2. Date: This will only allow dates as valid entries. A calendar pop-up will be available within the employee maintenance page.
   

1. Number: This will only allow a valid number. Keep in mind a phone number typically has spaces and is therefore not a valid number.
   

2. Text: This allows any entry.
   

5. Click Save to create or update this user defined field.

6. If you opted for the input type Choice List, an option will appear below after saving that reads Add User Defined Field Configuration Choice. Click on it to add an entry to the list, and repeat as many times as required.

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