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Profile Management: Custom Fields

What Are Custom Fields?

Custom Fields let you add extra data points to employee profiles beyond the default options. You can place these fields in sections like:

  • Personal
  • Contact
  • Address
  • Employment

This flexibility ensures your HR system reflects your organization’s specific needs.



How to Create and Manage Custom Fields

Step 1: Add a New Custom Field

  • Go to the Company section in the menu.
  • Select Profile Management.

Step 2: Add a New Custom Field

  • Scroll down and click Add Field.
  • Enter the label (name) for your custom field.

Step 3: Assign the Custom Field to a Section

  • Choose where the field will appear:
    • Personal
    • Contact
    • Address
    • Employment

Step 4: Save the Custom Field

  • Once you’ve selected the section, click Save.
  • Your custom field will be added automatically.

Step 5: Organize Custom Fields

  • After saving, reorder fields based on priority or importance within each section.
 


Best Practices for Custom Fields

  • Review regularly: Ensure fields remain relevant to your business needs.
  • Use descriptive names: Clear labels prevent confusion.
  • Avoid clutter: Monitor usage so profiles stay clean and easy to navigate.