How custom fields work
Employees and contractor organizations and members 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 or in Contractor Manager.
Once you’ve enabled the custom fields add-on, you can:
- Add custom fields for employees and/or contractor organizations and members.
- 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 or contractor 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. You can also change your Contractor Portal permissions so portal users can only view or edit particular fields.
Custom field types
These are the custom fields that you can add to your employee and contractor 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 |
| Long text | Yes | No | |
| Yes | No | ||
| Number | Yes | Yes | |
| Single or multiple options | Yes | No | |
| Person: single or multiple | No | No | |
| Phone | Yes | No | |
| Date: single or range | Yes | No | |
| Time: single or range | Yes | No | |
| Address | Yes | No | Can show address in Google maps |
| Checkbox | Yes | No |