Employee fields and tables are dynamic, customizable units of storage for employee data that can be used for an unlimited number of use-cases.
How do I create new fields?
1. Click on the three dots at the top right corner of the people directory and select "Manage Employee Fields".
2. Each section of fields is split into groups. Find the group where you'd like to add the new field e.g. "General Info"
3. Click "Add Field"
4. Choose the type of Field you'd like to add from the options provided
5. Name the field whatever you'd like!
Generate Field Groups with AI
You can create a complete group of fields from a single prompt - perfectly structured and ready to use in seconds.
How it works:
Click “Generate with AI.”
Enter a short description of the data you want to capture.
Click 'Generate' and your group will be created in seconds.
How do I make edits to existing fields?
The 3 dots next to each field allows you to edit it. Choose if the field will be required, or if you'd like to rename, duplicate or delete it.
How do I create or duplicate a new group of fields?
Create a new group by clicking on the "Add section" -> "Fields" button (you can name the group and give it a short description.) The three dots next to each group allows you to duplicate it.
How do I create new tables?
Table Subcategories is a powerful way to organize your data, perfect for structured data that works best in rows and columns:
How it works:
Create a new subcategory and select "Table" type
Add columns using any existing field type (text, date, number, etc.)
Set specific permissions for each column in the permissions section
Different team members can view or edit only the columns they're authorized to access
Managing Bonuses and Equity in Employee Profiles
Table subcategories in the Work tab can be used to store data about Bonuses and Equity. In the employee profile, you can:
Add new bonus or equity entries
Edit existing data
Delete entries you no longer need
For any questions, feel free to reach out to support@shapes.co