Custom data fields can be used to store additional pieces of information on roles, locations, loadings or leave types.
For example, you might create a custom data field called “Location type“, attached to locations. After you have created the custom data field, you will be able to store each location's type via the Core HR > Organisation Structure > Locations page of your account.
One of the main benefits of custom data fields is that you can report on them. If you had created the “Location type” custom data field above, a ‘Location – Location type’ report will automatically be added to the Rostering > Reports menu.
Below you will find a breakdown of all the fields in the Core HR > Account Data > Custom Data Fields location of your account.
|ID*||CD10001||A unique identifier for the custom data field. An ID can be comprised of text and/or numbers up to 20 characters in length. If the ID used belongs to an existing deleted field, it will be un-deleted.|
|Name*||Customer facing||A short name given to the custom data field to help identify it when referenced within your account.|
|Attached to*||staff||What the field is attached to. Possible options are 'staff', 'roles', 'areas', 'Loadings' or 'Leave types'.|
|Type*||Option list||The type of data you want to hold. 'Number' will be restricted to numbers and decimals only. 'Text' can store any text up to 1,000 characters. 'Option list' will show as a drop-down on the form you have attached the field too. If you select this type, you will need to enter the possible options in the 'Option values' field. 'File' can hold any file up to 5MB in size.|
|Option values||Yes,No||This will only show if you have selected the 'Option list' type. Enter all possible option in a comma separated list.|
|Required||1||This will make this field mandatory.|
|Instructions for input||Please fill out this field properly||This is to store any instructions needed for this custom data field|
|Copy with shift||1||This is to indicate if the field should be copied across to the new shift when the existing shift is copied|
|Visibility||This visibility section controls what custom data should be visible in each of its relevant pages|
|Shift input form||Choose the visibility setting for the shift edit/create in the roster builder|
|Timesheet review||Choose the visibility setting for the timesheet review page|
|Staff clock in out||Choose the visibility setting for the staff clock in and clock out page|
|Accessibility||This accessibility section controls who can access the custom field|
|Options||These are the options available for your field|
* Mandatory 1 Enterprise Only