Advanced Settings

How to Add Custom Fields

Custom fields allow you to specify and assign names to reporting elements for tracking and reporting specific records.
  1. Go to Global Settings > Platform Settings > Custom Field Configuration.
  2. Click Add.
  3. Configure the following settings:
    Setting Description
    Name Display name for the custom field.
    Target Specify the target group (e.g., Employees).
    Data Type Select the data type for the custom field:
    - Yes/No – A question-type field.
    - Numeric – Accepts numbers.
    - Text – Accepts alphanumeric values.
    - Date/Time – Provides a calendar with a time selector.
    - Selection – Define a list of selection values (single choice only).
    - Multiple Selection – Define a list of selection values (multiple choices allowed).

    Note: Available options may change depending on the selected data type.
    Expiration Date Set an expiration date to notify users when the field expires (optional).
    Value Define whether the field is optional or required on the employee profile.
    Notify Select a management level to receive notifications.
    Notify to Owner Choose whether to notify the employee upon expiration:
    - Yes – Sends a notification when the expiration date is reached.
    - No – No notification is sent.
    Recurrency Type Specify how often the system should check for upcoming expiration dates:
    - Daily
    - Weekly
    - Monthly
    - Advanced
    Time Zone Select the applicable time zone.
    Time Define the time at which the system should check for upcoming expirations.
    How Far Ahead Specify how far in advance the system should look for upcoming expiration dates.
    Time Range Define the range based on the selected recurrency type.
    Regular Expression Set special conditions for text input (optional). [Learn More]
    Required on Employee Profile - Yes – The employee profile cannot be saved without a value.
    - No – The custom field is optional.
    Default Value Set a default value for the custom field.
  4. Click Save to finalize and add the Custom Field.