How custom fields work
Employees have profiles that are linked to each of your locations. There are a series of default fields that are used to populate each profile. You can also add custom fields to record information that is not covered by the default fields.
You’ll need to enable custom fields as an add-on in your account before you can start using them in your employee profiles. This add-on also enables custom fields in Contractor Manager (if this add-on is enabled in your account).
Once you’ve enabled the custom fields add-on, you can:
- Add custom fields for employees.
- Give each field a name or description.
- Drag and drop the fields to reorder them.
- Choose which fields should be hidden.
- Make fields mandatory or unique.
- Add new tabs so fields can be grouped together.
Custom fields and tabs display in your employee profiles as soon as you’ve saved your changes.
If there are specific fields that only need to show for employees in some locations, you can customize this in your location settings.
Custom field types
These are the custom fields that you can add to your employee profiles. Some fields can be marked as mandatory or set to include unique information.
|Field type||Set as mandatory||Set as unique||Conditions|
|Short text||Yes||Yes||Under 255 characters|
|Single or multiple options||Yes||No|
|Person: single or multiple||No||No|
|Date: single or range||Yes||No|
|Time: single or range||Yes||No|
|Address||Yes||No||Can show address in Google maps|