Custom fields allow you to track even more information about your employees through intelliHR, and the best thing is this can be personalised to store whatever data you want! Some examples of data you may want to track using custom fields includes Languages, Drink Preferences, Dietary Requirements, Diversity and Work Days, the possibilities are endless. This article will explain how to get started with creating your very own Custom Fields.
This article covers:
How to Create a Custom Field
1. Navigate to Settings >> Custom Fields
2. Click "Create Custom Field"
3. You will then be prompted to enter in a name for the new custom field (i.e. Languages, Work Days, Dietary Requirements). Note the API Name will pre-fill (this is API Name is used for integrating this custom field with other platforms via the public API). You do not need to edit the API Name.
4. You will then be prompted to select a Data Type. This will determine where the custom field will appear on the platform.
Training: the custom field will appear as field when creating a new training record.
Person: the custom field will appear as a field on the Profile tab under Additional Information.
5. Select a Field Type. The types of custom fields that can be added are:
- Input Field (Text): the employee will be able to type out a written response.
- Input Field (Number): the employee will only be able to enter in a numeric value.
- Single Select: the employee can choose an option from the list.
- Multi-Select: the employee can select multiple options i.e. work days/ languages spoken) (this will appear as additional filter on the people directory that you can use).
- People Dropdown: the employee can select the name of another employee on the platform (i.e. this is often used if an employee has an assistant).
6. Click Create.
Assigning Access to View and Edit Custom Fields
Once you have created your new custom field, you will be able to decide which permission groups should have the ability to view and/ or edit the responses to the custom field.
To assign access:
1. Navigate to Settings >> Permissions
2. Select the relevant Permission Group
3. Click Edit
4. At the bottom of the page under Custom Fields Permissions you will find all related permissions.
5. Each custom field will have 6 related permissions which allow you to view or manage custom fields for all employees, subordinates or self.
6. Assign the level of access required for the Permission group and Save.