Custom fields let you capture employee information that is not included in the standard profile. You can define the field name, select a data type, apply validation rules, and optionally configure expiration-based notifications.
Before you begin
You must have access to Global Settings.
You must have access to Platform Settings.
Instructions
Go to Global Settings > Platform Settings > Custom Field Configuration.
Select Add.
In Name, enter a custom field name.
In Target, select Employees.
In Data Type, select a type.
If needed, configure additional options.
Select Save.
Data types
Yes/No
Numeric
Text
Date/Time
Selection
Multiple selection
Optional settings
Expiration Date to configure expiration rules and notifications
Min Value and Max Value for numeric validation
Regular Expression for text validation
Required On Employee Profile to require the field on the employee profile
Default Value to prefill a value
Configure expiration notifications
In Expiration Date, select Click here....
In Value, select Optional or Required On Employee Profile.
In Notify, select who should receive notifications.
In Notify to owner, select Yes or No.
In Recurrency type, select Daily, Weekly, Monthly, or Advanced.
In Time Zone, select the time zone.
In Time, select the notification time.
In How far ahead, set how early the notification should be sent.
Select Ok.
Select Save.
Common custom field names
Use the examples below to standardize how you name and configure custom fields. Each category is grouped into an accordion for easier scanning.
Compliance and certifications
Driver’s license number
Data type: Text
Validation: Regular expression to enforce format if state-specific
Expiration: Yes, if tied to license expiration
Driver’s license expiration date
Data type: Date/Time
Expiration: Yes, enable notifications
Forklift certification
Data type: Yes/No or Selection
Note: If tracking levels, use Selection
Expiration: Yes
CPR certification expiration
Data type: Date/Time
Expiration: Yes
OSHA training completion date
Data type: Date/Time
Expiration: Optional
Professional license number
Data type: Text
Validation: Regular expression if format is standardized
Expiration: Paired with a separate Date field
Employment and eligibility
Work authorization status
Data type: Selection
Example values: Citizen, Permanent Resident, Visa Holder
Expiration: Only if visa-based
Visa type
Data type: Selection
Visa expiration date
Data type: Date/Time
Expiration: Yes
Probation end date
Data type: Date/Time
Expiration: Optional notification
Union membership
Data type: Yes/No or Selection
Equipment and assets
Company laptop assigned
Data type: Yes/No
Laptop serial number
Data type: Text
Uniform size
Data type: Selection
Example values: XS, S, M, L, XL
Access badge ID
Data type: Text
Vehicle assigned
Data type: Selection or Text
Note: Choose based on how fleet assignments are tracked.
Payroll and compensation tracking
Bonus eligibility
Data type: Yes/No
Commission plan type
Data type: Selection
Pay rate approval date
Data type: Date/Time
Garnishment status
Data type: Yes/No or Selection
Operational and scheduling
Primary work site
Data type: Selection
On-call eligible
Data type: Yes/No
Remote work agreement signed
Data type: Yes/No
Travel required
Data type: Yes/No
Health and safety
First aid trained
Data type: Yes/No
Fit for duty clearance date
Data type: Date/Time
Expiration: Yes
Drug test completed
Data type: Yes/No
Acknowledgments and documentation
Employee handbook acknowledgment
Data type: Yes/No
Policy acknowledgment date
Data type: Date/Time
NDA signed
Data type: Yes/No
Emergency contact verified
Data type: Yes/No