To add a Custom Field to the account:
Click the Settings tab in the top navigation bar
Click custom fields off to the left.
On the screen that follows, click the New Custom Field button.
Provide the name of the field in the field label – this can be relevant to the information you’re hoping to track for your end-users. Examples of fields you might create could be:
Job Title
Department
Pay Rate
Emergency Contact Information,
Uniform Size (S,M,L,XXL)
Add additional details in the Description field that guide your admins or staff members on the information you’re seeking and determine the field type.
There are a variety of options available for you to choose from that are covered in more detail in another lesson.
If you wish to limit the choices from which the user completing the field can choose, choose a dropdown or radio button.
Dropdown fields allow you to create a list of predefined options, such as job titles (e.g., Counselor, Manager), ensuring users can select from multiple predefined choices.
Under the Other Settings section, you’ll determine whether the field will be something the staff member should fill out, or check the “Internal” box if this is a field that an administrator should complete for each applicable onboardee.
Set the field to be required by checking the required checkbox, or optional by leaving it unchecked.
Once the field has been created, the field type will lock – to change the field type in the future, you’ll need to delete the original field and re-add it.
Be aware that if a field is deleted, all historical data within that field will also be lost. Specifically, if a dropdown field is deleted, it cannot be retrieved and must be recreated manually by re-entering all desired options.
Edit or delete a field by clicking the 3 buttons to the right of each field in your account.