Create your own Custom fields to be shown under employees' profile. Employees can see the custom fields under their profile, but editing the content can be limited to employees with permissions to Users. By default, fields are editable by user's supervisor. Custom fields can also be used in reporting and KPI creation.
Custom fields are available in Platinum and Enterprise editions.
Settings > Users > Custom fields allows you to manage users' custom fields. Here you can view all created custom fields and add new ones if needed.
To create a new custom field, select Add custom field and choose the field type.
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Enter name for the custom field
- Add a business unit for currency and numeric fields (optional)
- Select the behavior for a dropdown (single-select or multi-select) and how the values are ordered (custom or alphabetical order)
- Select if user can edit the values
- Save the field and it is immediately enabled under users' profiles.
If a certain custom field isn’t needed, you can easily hide it or remove it by hovering over the row. Use Show hidden custom fields to see all custom fields that have been disabled.
After you have added a custom field, you can use it as a part of KPI creation. Supported fields for KPI creation are numeric value and currency. See more from the KPI creation article.
- User management: To add a value to a custom field, navigate to Settings > User management, open user profile by clicking the user's name and navigate to Custom fields section.
- My profile: Navigate to your profile from the top right and open Employee settings > Custom fields.
A custom field can be defined as a filter or as a value for the Users report.
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