⚠️ Available with any of the following subscriptions: Standard or Professional packages
Custom fields provide the flexibility to create and manage fields that are not included in the default employee profile. Whether you need to track specific certifications, project assignments, or any other custom information, custom fields empower you to tailor the employee profile to your organization's unique requirements.
Access the employee fields
Access the employee fields
Go to the Settings section of the PeopleForce platform.
Select the Core HR section, click on People data.
Create new groups and fields
Create new groups and fields
You have the flexibility to create new information groups to store personal employee information, their interests, insurance data, and other important parameters that matter to you.
When creating a new field, you need to follow a few steps:
Name the field.
Select the group to which you want to add the field.
Provide a Description for users. The description explains the information required in the field and is displayed in small font below the field when filling it out.
Choose the field type that best suits the information you want to store.
Single-line text
Single-line text
In this case, the employee will have access to only one line for entering information - this can be used for capturing addresses of your employees. Here's how it looks when creating it in the settings:
How it will be displayed for the employee when filling out:
Rich text
Rich text
Choose rich text if the employee needs to provide detailed information about anything, it can be a field about their interests or their responsibilities:
Yes/no ( Single checkbox )
Yes/no ( Single checkbox )
In the employee profile, this will be displayed as a checkbox. If the checkbox is checked, the answer will be "Yes," and if it is unchecked, the answer will be "No":
Numbers
Numbers
A field where you can enter a numerical value (for example, an employee identification number):
Files
Files
In this field you or the employee can add a file to their profile on the main page (these files can be in formats such as doc, pdf, jpg, png, etc.). Only one file can be added to a single field, and adding another file will replace the previous one.
Single-select
Single-select
In this you can specify multiple answer options in the settings, and the employee can choose only one option that best represents them. To do this, you need to list all the answer options in a column. How it looks when creating in the settings:
How it will be displayed for the employee when filling out:
Multiple select
Multiple select
In this field the employee can choose multiple answer options from those specified when creating the field. The answer options should also be listed in a column. How it will be displayed for the employee when filling out:
Employee select
Employee select
This field allows to select an employee from the list of those already registered in the system.
Date picker
Date picker
Use this field if you need to specify a field with a specific date, allowing you to enter only a single day, not a range.
5. Choose the Track effective dates option if you want to set the date when the field input becomes effective and to view the history of any changes made to this field.
This feature is unavailable for file and rich text field types.
6. If needed mask values in the field with the *****.
7. Choose the desired location for each custom field, and the system will automatically display or hide this field based on the employee's work location. For example, if you select Poland as the location, this field will only be visible to employees whose profiles specify Poland as their location.
Hide sensitive information
Hide sensitive information
When configuring the custom field, you can mask values in the field with the ***** by selecting the corresponding option. This feature is helpful when you want to conceal sensitive information from those who shouldn't view it, such as when sharing your screen with colleagues.
It applies to all field types (single-line text, numbers, rich text, checkboxes, etc.).
So, if you select the option in the employee profile, input in the field will be substituted by asterisks and can be revealed only by clicking the Eye icon.
Enable setting the field input effective date
Enable setting the field input effective date
When configuring the custom field, you can enable the Track effective dates parameter. This option allows you to set the date when the field input becomes effective and to view the history of any changes made to this field.
This feature is unavailable for file and rich text field types.
The clock icon in the employee profile indicates that all changes for this field are tracked. When you click the icon, a sidebar with the change history opens.
When editing field data, you can provide a new value and select the date this change will become effective.
Manage fields
Manage fields
You can also modify existing fields, change their order, or delete them if needed. However, deleting a field permanently erases the associated information, so it's recommended to deactivate fields instead if there's a possibility of needing the data again. You can change the order of group fields and fields within a group.
