Go to Sage HR

When you create a custom field, it is possible to make amendments to it afterwards.

To get to your custom fields

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

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

  3. Click Custom fields.

You can:

  • Edit the custom field

  • Delete a custom field

  • Change the order of the custom fields

  • Assign or unassign employees to the custom field

Edit a custom field

  1. Next to the relevant custom field, click on the pencil icon.

  2. Make your changes, such as changing its name, adding or amending its description, making it a different custom field type, and applying new settings e.g. allowing employees to edit this field themselves.

  3. Once done, click Save.

Delete a custom field

  1. Next to the relevant custom field, click on the rubbish bin icon.

  2. Click OK to confirm you want to delete the custom field.

The custom field now no longer shows and is removed from all employee profiles that it was assigned to.

Change the order of custom fields.

The order of your custom fields is the order they would appear on an employee's profile if they were assigned to every custom field.

To change this order, click and hold on to the arrows next to the custom field, then, drag and drop it into your desired place.

Amend who is assigned to a custom field

If you want to make changes to who is assigned to a custom field, click Eligibility.

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