To add a Custom Field to the account:
Click the Settings tab in the top navigation bar
Click custom fields off to the left.
On the screen that follows, click the New Custom Field button.
Provide the name of the field in the field label – this can be relevant to the information you’re hoping to track for your end-users. Examples of fields you might create could be:
Job Title
Department
Pay Rate
Emergency Contact Information,
Uniform Size (S,M,L,XXL)
Add additional details in the Description field that guide your admins or staff members on the information you’re seeking and determine the field type.
There are a variety of options available for you to choose from that are covered in more detail in another lesson.
If you wish to limit the choices from which the user completing the field can choose from – choose dropdown or radio button.
Under the Other Settings section you’ll determine whether the field will be something the staff member should fill out, or check the “Internal” box if this is a field that an administrator should complete for each applicable onboardee.
Set the field to be required by checking the required check-box, OR optiona,l by leaving it un-checked.
Once the field has been created, the field type will lock – to change the field type in the future you’ll need to delete the original field and re-add.
Be aware that if a field is deleted all historical data the field contains will also be lost.
Edit or delete a field by clicking the 3 buttons to the right of each field in your account.