Custom Fields: How do I add a Custom Field to Employees?

To add a Custom Field to Employees, choose Manage > Custom Fields

Custom Fields for Employees can be created in the Employee section:

Click +Add Custom Field to add a new Custom Field 

Complete the following fields:

NameEnter the label for the Custom Field
CodeEnter an internal code, which will appear in two places: - on a CSV file when this data is exported - in an email template Please enter a code with no spaces and one which is unique amongst the Custom Fields in your accounts
Model TypeThis is the object that the Custom Field relates to.  It will be pre-selected to Employee, but can be changed
Data TypeSelect the data type for the field from the following options: - Text - Long Text - Multiple - Yes/No - Number - Date
HistorySelect this checkbox to record all changed made to the value entered in this Field
Customer VisibleSelect this checkbox for this Field to be visible to the Customer Not applicable to all Model Types
Customer EditableSelect this checkbox for this Field to be editable by the Customer Not applicable to all Model Types
Default ValueEnter a value that you would like this Field to be pre-filled with Or leave this section blank
ValuesIf you have selected 'Multiple' in the Data Type, enter the value selections here Please enter the values in a list, one underneath the other

Click Save

This Custom Field will appear when creating a new Employee or editing Employee details, in the Custom Fields Tab

Ready to take the next step in scaling your business?

Here’s a 60 Day FREE Trial. No Credit Card. Just Business Growth Made Simple.


Still have questions? Chat to one of our friendly Customer Success experts.

They’re available around the clock and will answer any questions you have. Click here to chat.

... ...

Ready to bring your business online with Ovatu?

Sign up to try Ovatu FREE for 30 days! No credit card required. No commitment necessary.

or call (628) 500-7735