To create a Custom Section on oneHR, start by clicking Admin on the oneHR main menu. Then click Employee Sections in the Admin sub-menu. Here you will be presented with the option to create a new custom section, along with a list of pre-existing custom sections.
Custom Sections will appear as additional menu items on an employee profile.
When setting up a custom section you are presented with two format options, Single and Multi.
A Single formatted custom section is a static form, much like the employee contact details section. Within this type of custom section, you set up a selection of fields, users can populate these fields and as and when the data changes, they can overwrite and update these fields.
A Multi formatted custom section allows us to make multiple entries against the set fields, using the likes of Lateness as an example, every time an employee is late, we can add a record to the section, filling in the fields, with this record then being added to a continuous list.
Select your desired format. Then, you are required to add your fields. You are able to add as many or as few fields as needed within this section depending on what information needs to be captured.
Label the fields and chose the Type. There are a number of field types that we can choose from, these are:
Text – A simple one-line text box.
Multi-line text – A larger text box, allowing you to add multiple lines of information.
Checkbox – A simple checkbox alongside the field title.
File – An option to upload a file/document.
Date – An option to select and capture a date.
Once a field has been created, you can choose who can edit the contents of the field and who it is visible to. This provides you with the ability to give some control and ownership to the employees themselves or you can retain access to managers and admins only.
You then can add as many additional fields as required.
Once all fields have been set up, scroll to the top of the page and click Save. This custom section will then be added to the list of existing sections and will also appear against employee profiles.
From the Admin section, you will also have the ability to remove custom sections if they are no longer relevant or needed or re-order how they appear within the employee overview.