Creating custom data fields in your account

Custom data fields can be used to store additional pieces of information on staff, roles, locations, loadings or leave types. For example, you might create a custom data field called “Employment type“, attached to staff.

After you have created the custom data field, you will be able to store each staff's employment type via the Account → Staff page of your account. One of main benefits of custom data fields is you can report on them. If you had created the “Employment type” custom data field above,  a Staff – Employment type report will automatically be added to the reporting menu.

More on this point can be found on the Docs → Reporting → Custom data field reports help page.

Adding Custom data fields

To create a new custom data field, click the + button at the top of the Settings → Custom data fields page. Give the field a Name, then pick what you want to attach it too. Once that is done, select the Type. The four types are:

NumberInput will be restricted to numbers and decimals only.
TextAnything can be stored in a text field up to 1,000 characters.
Option ListAn option list will show as a drop-down on the form you have attached the field to. If you select this type, you will need to enter the possible options in a comma separated list below.
FileFiles (up to 5MB) can be uploaded.

It is important to note only Option list custom data fields will be turned into reports. One you are done click the Save button.

For a full guide on managing custom data fields, go to the General → Settings → Custom data fields support page.

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Creating custom data fields in your account
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