---
title: "Configure Custom Fields and Expiration Notifications"
slug: "configure-custom-fields-and-expiration-notifications"
description: "Capture essential employee information with custom fields, including data types, validation rules, and expiration notifications for effective management."
updated: 2026-10-02T14:21:50Z
published: 2026-10-02T14:21:50Z
canonical: "help.workeasysoftware.com/configure-custom-fields-and-expiration-notifications"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Custom Fields and Expiration Notifications

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

1. Go to **Global Settings** > **Platform Settings** > **Custom Field Configuration**.
2. Select **Add**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-L2X40MFY.png?sv=2026-02-06&spr=https&st=2026-11-01T17%3A45%3A16Z&se=2026-11-01T18%3A45%3A16Z&sr=c&sp=r&sig=o4Uepfu6anEUZps3Op5qzf2e%2Ba426rzLXpj7eX57Vv8%3D)
3. In **Name**, enter a custom field name.
4. In **Target**, select **Employees**.
5. In **Data Type**, select a type.
6. If needed, configure additional options.
7. Select **Save**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-O99TE2TN.png?sv=2026-02-06&spr=https&st=2026-11-01T17%3A45%3A16Z&se=2026-11-01T18%3A45%3A16Z&sr=c&sp=r&sig=o4Uepfu6anEUZps3Op5qzf2e%2Ba426rzLXpj7eX57Vv8%3D)

## Data types

- **Yes/No**
- **Numeric**
- **Text**
- **Date/Time**
- **Selection**
- **Multiple selection** ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-4PHXA9NR.png?sv=2026-02-06&spr=https&st=2026-11-01T17%3A45%3A16Z&se=2026-11-01T18%3A45%3A16Z&sr=c&sp=r&sig=o4Uepfu6anEUZps3Op5qzf2e%2Ba426rzLXpj7eX57Vv8%3D)

## 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

1. In **Expiration Date**, select **Click here...**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-U6T2PM0O.png?sv=2026-02-06&spr=https&st=2026-11-01T17%3A45%3A16Z&se=2026-11-01T18%3A45%3A16Z&sr=c&sp=r&sig=o4Uepfu6anEUZps3Op5qzf2e%2Ba426rzLXpj7eX57Vv8%3D)
2. In **Value**, select **Optional** or **Required On Employee Profile**.
3. In **Notify**, select who should receive notifications. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-AOZL9GPT.png?sv=2026-02-06&spr=https&st=2026-11-01T17%3A45%3A16Z&se=2026-11-01T18%3A45%3A16Z&sr=c&sp=r&sig=o4Uepfu6anEUZps3Op5qzf2e%2Ba426rzLXpj7eX57Vv8%3D)
4. In **Notify to owner**, select **Yes** or **No**.
5. In **Recurrency type**, select **Daily**, **Weekly**, **Monthly**, or **Advanced**.
6. In **Time Zone**, select the time zone.
7. In **Time**, select the notification time.
8. In **How far ahead**, set how early the notification should be sent.
9. Select **Ok**.
10. Select **Save**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-C56N9UJR.png?sv=2026-02-06&spr=https&st=2026-11-01T17%3A45%3A16Z&se=2026-11-01T18%3A45%3A16Z&sr=c&sp=r&sig=o4Uepfu6anEUZps3Op5qzf2e%2Ba426rzLXpj7eX57Vv8%3D)

---

## 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