In Sage HR, you can create custom fields, which can be useful if you need to enter additional information to your employees' records, when there isn't a pre-defined field already set up.
For Canada businesses using Sage HR, we recommend setting up the following custom fields.
SIN number
Type: Text field
Field description: Social Insurance Number
Field location: "EMPLOYEE" tab
Check all of the option boxes
Language preference
Type: Dropdown
Field description: Language preference
Field location: "EMPLOYEE" tab
Dropdown options: English, French
Select the following two options:
Enable as filter in Reports
Display field in Employee Info Card
First Aid Attendant
Type: Dropdown
Field description: First Aid Attendant
Field location: "EMPLOYEE" tab
Dropdown options: NA, Level 1, Level 2, Level 3
Select the following two options:
Enable as filter in Reports
Display field in Employee Info Card
Legal Name
Type: Text
Field description: Legal Name
Field location: "EMPLOYEE" tab
Check all of the option boxes
📌TIP: For steps on how to create a custom field - Read more >