All about how to create custom fields, how to edit them and more.
You can define custom fields to be displayed in the extended user card for the purposes of extended employee records.
You create and edit the custom fields in Users / Custom fields. You can also add fields directly in the user card.
Custom fields can be text, number, date, reminder, anniversary, single select and multiselect. In the case of a reminder, administrators will receive an email notification 7 days prior to the date of the reminder, which can be used for example to track the validity of legal training.
You can categorize the custom field to group them as you need. The categories are then visible in the users profiles and it is easier to navigate to the specific types of fields.
You can also change the order of custom fields simply by dragging and dropping them.
In the user profile you can simply select the category you need or just view all. Also, if you add an URL link to the text field, it will create a link so that you can easily and quickly navigate to it.
IMPORTANT!
In case your custom fields are already defined and filled in, avoid changing its settings and type of field. If you do it, the data from the user profiles will disappear. So the suggestion is to always create new one with the correct settings and transfering the data from the old one. Our support team can always help you with transefring the data via import file.
Notifications
Both Reminders and Birthdays are displayed in the Calendar and Reports (Reports / Other / Reminders). In the reports, reminders are coloured according to the approaching expiry date.
0 comments
Please sign in to leave a comment.