Add custom info to your employee's profile

Whether it’s employee t-shirt size, dietary restrictions, allergies, or other preferences, you can decide what info is important to have and collect it from your team members. If your employee is already onboarded they won’t be notified to fill out a field. Please remember to tell them if you would like them to fill out a custom field.

Add a custom field

  1. Navigate to the Settings tab.
  2. Under Custom Fields, click Add Custom Field.
  3. Enter the field name.
  4. Enter any info to help people fill this in.
  5. Select who should fill out this custom field. You may assign it to your employees or admins to fill out.
  6. Click Add Field.

Edit a custom field

  1. Navigate to the Settings tab.
  2. Next to Custom Fields, click edit.
  3. Next to the field you want to edit, click on the three dots.
  4. Click Edit Field.
  5. Update the name, helper text, and/or who should fill it out.
  6. Click Update Field.

Delete a custom field

  1. Navigate to the Settings tab.
  2. Next to Custom Fields, click edit.
  3. Next to the field you want to edit, click on the three dots.
  4. Click Delete Field.
  5. Click Yes, delete the field. Remember, this will delete any data you have collected for this field.

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