In addition to our default fields, add extra custom data points to employee profiles.
Overview of custom fields
Creating a custom field
Click Settings.
Click Custom fields.
Click Add custom field.
Add a name for the new field. Use sentence case to match other data fields.
Select a specific section the custom field will appear under.
Choose which type of field to use. To learn more, visit Field types.
Choose which permission roles can view and/or edit the custom field.
Click Save.
Available sections for custom fields
We recommend selecting the most appropriate section for each custom field. The available sections are:
Profile › Basics
Profile › Health
Profile › Diversity
Profile › Banking
Profile › Equipment
Profile › Social
Employment › Details
Employment > Terms
Employment > Role
Employment > Compensation > Salary
Employment > Compensation > Bonus
Employment > Compensation > Commission
Employment > Compensation > Equity
Offboarding > Details
Field types
You can select different field types for the custom field:
Text field: helpful for unique employee data points, such as a Payroll number.
Long text field: enter multiple lines of text (up to 4,096 characters).
Single Choice: create preset answers which employees can chose a single option from.
Multiple Choices: create preset answers which employees can chose more than one option.
Link: add a link to an external website.
Date: select a calendar date.
Person: provides a list of employees who are active members in Humaans to select from. This is useful for fields such as Onboarding buddy or Mentor.
Permissions
Users with owner permissions can assign different view and edit permissions to custom fields through Settings > Permissions. To learn more, see Managing permissions and roles.
Using Autocomplete with previously entered values
The Autocomplete fields option is useful for fields that require a range of choices. It significantly reduces the time it takes to fill out a form.
They are also useful for fields that use relatively few values that can repeat and get re-used between the employees. This is where the "Autocomplete with previously entered values" option is useful. For example, the "Gender" field in Humaans works this way, where previously used values can be re-used (such as Male or Female), but new values can also be entered.
Editing custom fields
Once fields are created, you can still edit most settings by following these steps:
Click Settings.
Click Custom fields.
Click Edit beside the specific custom field.
Click Update custom field.
Once the custom field is created, you can't edit field type and section. Delete the custom field and recreate it with the correct type if you've made a mistake.
Deleting custom fields
Custom fields can be deleted, even if they have been used to record data previosuly:
Click Settings.
Click Custom fields.
Click Edit beside the specific custom field.
Click Delete this custom field.
Click Confirm and delete the custom field to save your changes.
Exporting custom fields
You can export your custom field data in Reports. For more, see Exporting data and saving reports.
API access
Custom fields and custom values can be programmatically accessed via our REST API. To learn more, visit API documentation.