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      How to Add Custom Fields

      Specify and assign a name to a custom reporting element. Useful for tracking and reporting of specified records.

      1. Click the Global Settings Cog Wheel 

       

       

      2. Select Custom Fields

       

       

      3. Click      and select Add   

       

      4. Fill out the Required Fields:

       

      Setting Description
      Name Display Name for the Custom Field
      Target

      Employees

      (Custom field populates in the Profile Designer Toolbox)
      Data Type

      Yes/No - Question Type

      Numeric - Number

      Text -Alphanumeric

      Date/Time - Calendar with the Time

      Selection - Define the selection values. Only 1 selection allowed. 

      Multiple Selection - Define the selection values for multiple values. 

      Depending on which Data Type you chose, some of the options may change. 

      Expiration Date Set an Expiration Date to alert users of the Expiration date. (optional)
      • Value 
      • Optional 
      • Required on Employee Profile
      • Notify
      		 Select a Management Level to be notified 
      • Notify to Owner

      Yes - Notifies the employee when the expiration date is reached.

      No - Does not notify the employee of the expiration date. 
      • Recurrency Type

      How often would you like the software to check for upcoming expiration dates?

      • Daily 
      • Weekly
      • Monthly
      • Advanced
      • Time Zone
      		 Select a Time Zone
      • Time 
      		 What time do you want the software to check for an upcoming Expiration Date? 
      • How Far Ahead
      		 How far ahead should the software look for upcoming expiration dates?
      • Time Range
      		 Based on the Recurrency Type
      Regular Expression

      Set special conditions for text input. (optional) Learn More
      Required on Employee Profile

      If Yes - Cannot save the employee profile unit a value is entered.

      If No - The custom field is optional and not required to save the Employee Profile.
      Default Value Set a default value

       

      5. Click      to add the Custom Field