In addition to our default fields. Humaans allows you to record whatever extra data points your organisation needs within employee profiles. Examples of such fields could be Health insurance ID, Payroll number etc....
Creating a custom field
You can create a custom field with the following steps:
In the Home menu, click Settings, then click Custom fields.
Click "Add custom field" to open the custom field window.
It is best practise to use sentence casing for custom field names to match the rest of the data point naming used throughout Humaans (eg. Cost center, not Cost Center)
You can rename a custom field at any time by selecting Edit next to the custom field.
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 › Banking
Profile › Equipment
Profile › Social
Employment › Details
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, which allow for different data displays:
Text field - helpful for unique employee data points, such as a "Payroll number".
Long text field - allow you to enter multiple lines of text, and can be up to 4096 characters long.
Single Choice - allows you to create preset answers, of which employees can chose a single option.
Multiple Choices - Allows you to create preset answers, of which employees can chose more than one option.
Link - Adds a link to an external site eg. Instagram, Pinterest.
Date - Allows the employee to select/type in a date.
Person - allows a field to select an employee. This can be useful for fields such as "Onboarding buddy", "Mentor", etc.
Using Autocomplete with previously entered values
The Autocomplete fields option can be useful for fields that require a range of choices. Having the option of autocomplete can significantly reduce the amount of time it takes for a user 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:
In the Home menu, click Settings, then click Custom fields.
Beside the custom field, click Edit.
Once the desired changes have been made, click Update custom field.
It's worth pointing out that you cannot edit field type and section once the custom field is created. If you made a mistake and picked a wrong type or section, you can delete the custom field and re-create it as a new custom field with the correct type.
Deleting custom fields
Custom fields can be deleted, even if they have been used to record data previosuly:
In the Home menu, click Settings, then click Custom fields.
Beside the custom field, click Edit.
Under the Update custom field, click Delete this custom field.
A pop-up window will appear, asking you to confirm that you would like to permanently delete this 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.
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.
API access
Custom fields and custom values can be programmatically accessed via our REST API. Head over to the API documentation for more details.