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Add custom fields for people data import into the system and import file

Learn how to add and fill in custom fields to import additional data about employees

Custom fields in employee profiles are additional fields you can create within the system to store specific information about employees. These fields allow you to tailor the employee cards to your company's unique needs. Common examples of custom fields include:

  • Education

  • Work experience

  • Address

  • Postcode

  • Social security number

  • Marital status

  • Hobby

Add custom fields

To create custom fields specific to your company:

1. Navigate to Settings -> HR -> People data.

2. Click New field to add the desired custom fields to the system.

3. Select the group to which you want to add the field.

4. Choose the field type that best suits the information you want to store.

Single-line text

In this case, the employee will have access to only one line for entering information - this can be used for capturing the 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

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 )

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

A field where you can enter a numerical value (for example, an employee identification number):

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

Here, 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 must add answer options using the corresponding button. How it looks when creating in the settings:

How it will be displayed for the employee when filling out:

Multiple select

In this field, the employee can choose multiple answer options from those specified when creating the field. You can add answer options using the corresponding button.

How it will be displayed for the employee when filling out:

Employee select

This field allows users to select an employee from the list of those already registered in the system.

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. Name the field.

6. 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.

7. Enable the Historical field parameter 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 past, current, and future 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 on which this change will become effective.

8. If needed mask values in the field with the *****.

9. 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.

Activate custom fields in the system

Make sure all custom fields are enabled in the Settings → People data section. Find the field you need and enable it using the toggle switch.

If a field is disabled ❌, the system will not be able to populate it during data import.

Add custom fields to the import template

Once you've added and enable custom fields in the settings, you can include them in the import template. The system will automatically map the data from the template to the corresponding custom fields.

Important: When saving the spreadsheet, ensure you select a comma as the delimiter. This step is crucial for accurate data import into the custom fields.

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