Create a new custom field

You can create additional custom fields that appear on an employee's profile.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

There are fields that appear on an employee's profile by default. If there are additional fields you want to have, you can add more by creating a new custom field, and assigning it to relevant employees.

  1. Click your name in top-right corner, then click Settings.

  2. On the General setting menu, click Employee data.

  3. Click Custom fields, then click Add new.

  4. In the Field name, enter the custom field name.

  5. From the Type drop-down, select the relevant type of custom field.

    For example, if you want a text field rather than a date field or a dropdown list etc.

  6. If necessary enter an optional Field description.

  7. From the Field location drop-down, select "PERSONAL" tab or "EMPLOYEE tab.

    This determines which tab the fields shows on the employee's profile menu.

  8. Review and select the relevant access settings:

    📎NOTE: The options to 'enable as a filter' are only available for Dropdown, Multi-select, and Tags custom fields.

  9. Once complete, click Add.

  10. Select who you want to assign to this custom field.

    If you select Everyone, all employees are assigned this custom field. This includes any new employee too.

    If you choose Specific employees, you can select the relevant employees.

  11. Click Save.

The new field will be available to complete in the same way as other default fields are for the selected employees.

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