Custom Fields - Revision history

Cienna: /* Adding Custom Fields on Staff Cards */

2023-07-14T07:42:51Z

Adding Custom Fields on Staff Cards

← Older revision		Revision as of 07:42, 14 July 2023
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	=Adding Custom Fields on Staff Cards=		=Adding Custom Fields on Staff Cards=

			If you choose not to onboard a new employee or want to update information for an existing staff member, you can use your Custom Fields through the Additional Information tab within Staff Cards.

			* Click on Staff from the top menu
			* Click on the name of the employee to open their staff card.
			* Select the Additional Information tab.


			[[File:Add-inf-staff.png\|650px]] [[File:Add-inf-field.png\|675px]]

	[[File:back-button.png\|link=~~Onboarding Workflow~~]] [[File:home-button.png\|link=Main Page]] [[File:next-button.png\|link=Onboarding Workflow]]		* Here you will see a simple box that says Add Custom Field+
			* Select the custom fields you want to add into the staff card.
			* Click Done to add.
			* These fields will now be available to fill out.
			* Click Done in the bottom right to save your information.


			[[File:Add-inf-select.png\|600px]] [[File:Add-inf-choose.png\|700px]]






			[[File:back-button.png\|link=Documents via Staff Cards]] [[File:home-button.png\|link=Main Page]] [[File:next-button.png\|link=Onboarding Workflow]]

Cienna at 07:09, 14 July 2023

2023-07-14T07:09:22Z

← Older revision		Revision as of 07:09, 14 July 2023
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	Using the Custom Fields section of Wageloch HR allows you to add extra fields into the [[Onboarding Workflow]] or into the Additional Information section within a staff card.		Using the Custom Fields section of Wageloch HR allows you to add extra fields into the <b>[[Onboarding Workflow]]</b> or into the Additional Information section within a staff card.
	This could be simple information like "Has the staff member completed orientation?" and a tick to say "yes", or even the ability to list skill sets and tick multiple options.		This could be simple information like "Has the staff member completed orientation?" and a tick to say "yes", or even the ability to list skill sets and tick multiple options.

Cienna: /* Custom Field Types */

2023-07-14T07:08:32Z

Custom Field Types

← Older revision		Revision as of 07:08, 14 July 2023
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	Click on any of the images to see a larger screen shot.		Click on any of the images to see a larger screen shot.

			* All custom fields must be given a Name.
			* Select the Type of field you wish to create (see all variables below)
			* Select whether it is a mandatory requirement to provide a response.


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	\|-		\|-
	\|style="width: 25%"\|[[File:Text-field.png\|250px\|center]]		\|style="width: 25%"\|[[File:Text-field.png\|250px\|center]]
	\|style="width: 30%"\|Using a Text field allows a reply containing alphanumeric characters and symbols.		\|style="width: 25%"\|Using a Text field allows a reply containing alphanumeric characters and symbols.
	\|style="width: 25%"\|[[File:Number-field.png\|250px\|center]]		\|style="width: 25%"\|[[File:Number-field.png\|250px\|center]]
	\|style="width: 30%"\|A Number field prompts a reply in a numerical value only.		\|style="width: 25%"\|A Number field prompts a reply in a numerical value only.
	\|-		\|-
	!colspan="2"\| Date		!colspan="2"\| Date
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	\|Date/Time field allows entry for a specific date and time		\|Date/Time field allows entry for a specific date and time
	\|[[File:Option-field.png\|325px\|center]]		\|[[File:Option-field.png\|325px\|center]]
	\|Use Option to enable a single ~~selection~~ from a list of pre-set values.		\|Use Option to enable a single-choice from a list of pre-set values.
			* Enter the option name into the text field
			* Click Add Option+
			* Make as many single-choice options as needed.
			* Click the Tick to save.

			*Use the trash can icon to delete an option if required.
	\|-		\|-
	!colspan="2"\| MultiOption		!colspan="2"\| MultiOption
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	\|[[File:Multioption-field.png\|325px\|center]]		\|[[File:Multioption-field.png\|325px\|center]]
	\|Use MultiOption to enable a multiple selections from a list of pre-set values.		\|Use MultiOption to enable a multiple selections from a list of pre-set values.
			* Enter the option name into the text field
			* Click Add Option+
			* Make as many multiple-choice options as needed.
			* Click the Tick to save.
	\|[[File:Flag-field.png\|275px\|center]]		\|[[File:Flag-field.png\|275px\|center]]
	\|Flag field is similar to a YES/NO response. Simply tick a box for YES, leave unticked for NO.		\|Flag field is similar to a YES/NO response. Simply tick a box for YES, leave unticked for NO.

Cienna: /* Onboarding Workflow and Custom Fields */

2023-07-14T06:57:46Z

Onboarding Workflow and Custom Fields

← Older revision		Revision as of 06:57, 14 July 2023
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	=Onboarding Workflow and Custom Fields=		=Onboarding Workflow and Custom Fields=

			<b>Stage Creation</b>: When creating your <b>[[Creating Custom Workflow\|Onboarding Workflow]]</b> you can add in stages that include Custom Fields, which allows you to pick/choose at which point you would like particular responses.

			<b>Sending to Employee:</b> During the process of <b>[[Sending Workflow to Employee\|sending your workflow]]</b> out to a staff member, your custom fields will not appear as part of the information being sent, unlike your policies and contracts.

			<b>Filled Out:</b> As a <b>[[Onboarding Workflow for Staff\|staff member fills out]]</b> the workflow that contains Custom Fields, this will be part of the Additional Information category.


			You can find how each Custom Fields behave through the <b>[[Onboarding Workflow]]</b> article.

	=Adding Custom Fields on Staff Cards=		=Adding Custom Fields on Staff Cards=

Cienna: /* Custom Field Types */

2023-07-14T05:18:44Z

Custom Field Types

← Older revision		Revision as of 05:18, 14 July 2023
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	\|-		\|-
	\|style="width: 25%"\|[[File:Text-field.png\|250px\|center]]		\|style="width: 25%"\|[[File:Text-field.png\|250px\|center]]
	\|style="width: 30%"\|Text ~~description here~~		\|style="width: 30%"\|Using a Text field allows a reply containing alphanumeric characters and symbols.
	\|style="width: 25%"\|[[File:Number-field.png\|250px\|center]]		\|style="width: 25%"\|[[File:Number-field.png\|250px\|center]]
	\|style="width: 30%"\|Number ~~description here~~		\|style="width: 30%"\|A Number field prompts a reply in a numerical value only.
	\|-		\|-
	!colspan="2"\| Date		!colspan="2"\| Date
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	\|-		\|-
	\|[[File:Date-field.png\|250px\|center]]		\|[[File:Date-field.png\|250px\|center]]
	\|Date ~~Description here~~		\|The Date default value will prompt for a single date in DD/MM/YYYY format.
	\|[[File:Time-field.png\|250px\|center]]		\|[[File:Time-field.png\|250px\|center]]
	\|~~Time description here~~		\|Allows a single time value to be entered.
	\|-		\|-
	!colspan="2"\| DateTime		!colspan="2"\| DateTime
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	\|-		\|-
	\|[[File:Datetime-field.png\|250px\|center]]		\|[[File:Datetime-field.png\|250px\|center]]
	\|Date/Time ~~Description here~~		\|Date/Time field allows entry for a specific date and time
	\|[[File:Option-field.png\|325px\|center]]		\|[[File:Option-field.png\|325px\|center]]
	\|Option ~~description here~~		\|Use Option to enable a single selection from a list of pre-set values.
	\|-		\|-
	!colspan="2"\| MultiOption		!colspan="2"\| MultiOption
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	\|-		\|-
	\|[[File:Multioption-field.png\|325px\|center]]		\|[[File:Multioption-field.png\|325px\|center]]
	\|MultiOption ~~description here~~		\|Use MultiOption to enable a multiple selections from a list of pre-set values.
	\|[[File:Flag-field.png\|275px\|center]]		\|[[File:Flag-field.png\|275px\|center]]
	\|Flag ~~description here~~		\|Flag field is similar to a YES/NO response. Simply tick a box for YES, leave unticked for NO.
	\|-		\|-
	\|}		\|}

Cienna: /* Custom Field Types */

2023-07-07T04:47:42Z

Custom Field Types

← Older revision		Revision as of 04:47, 7 July 2023
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	!colspan="2" style="width: 50%\| Number		!colspan="2" style="width: 50%\| Number
	\|-		\|-
	\|[[File:Text-field.png\|250px\|center]]		\|style="width: 25%"\|[[File:Text-field.png\|250px\|center]]
	\|Text description here		\|style="width: 30%"\|Text description here
	\|[[File:Number-field.png\|250px\|center]]		\|style="width: 25%"\|[[File:Number-field.png\|250px\|center]]
	\|Number description here		\|style="width: 30%"\|Number description here
	\|-		\|-
	!colspan="2"\| Date		!colspan="2"\| Date

Cienna: /* Custom Field Types */

2023-07-07T04:43:17Z

Custom Field Types

← Older revision		Revision as of 04:43, 7 July 2023
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	\|[[File:Datetime-field.png\|250px\|center]]		\|[[File:Datetime-field.png\|250px\|center]]
	\|Date/Time Description here		\|Date/Time Description here
	\|[[File:Option-field.png\|~~250px~~\|center]]		\|[[File:Option-field.png\|325px\|center]]
	\|Option description here		\|Option description here
	\|-		\|-
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	!colspan="2"\| Flag		!colspan="2"\| Flag
	\|-		\|-
	\|[[File:Multioption-field.png\|~~250px~~\|center]]		\|[[File:Multioption-field.png\|325px\|center]]
	\|MultiOption description here		\|MultiOption description here
	\|[[File:Flag-field.png\|~~250px~~\|center]]		\|[[File:Flag-field.png\|275px\|center]]
	\|Flag description here		\|Flag description here
	\|-		\|-

Cienna: /* Creating Custom Fields */

2023-07-07T04:40:09Z

Creating Custom Fields

← Older revision		Revision as of 04:40, 7 July 2023
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			[[File:Custom-fields.png\|600px]] [[File:Create-custom-field.png\|327px]]

	=Custom Field Types=		=Custom Field Types=

Cienna: /* Custom Field Types */

2023-07-07T04:37:16Z

Custom Field Types

← Older revision		Revision as of 04:37, 7 July 2023
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	{\| class="wikitable"		{\| class="wikitable" style=width:100%;'
	!colspan="2"\| Text		!colspan="2" style="width: 50%"\| Text
			!colspan="2" style="width: 50%\| Number
			\|-
			\|[[File:Text-field.png\|250px\|center]]
			\|Text description here
			\|[[File:Number-field.png\|250px\|center]]
			\|Number description here
			\|-
			!colspan="2"\| Date
	!colspan="2"\| Time		!colspan="2"\| Time
	~~!colspan="2"\| MultiOption~~
	\|-		\|-
	\|[[File:~~Text~~-field.png\|250px]]		\|[[File:Date-field.png\|250px\|center]]
	\|~~Text description~~ here		\|Date Description here
	\|[[File:Time-field.png\|250px]]		\|[[File:Time-field.png\|250px\|center]]
	\|Time description here		\|Time description here
	~~\|[[File:Multioption-field.png\|250px]]~~
	~~\|MultiOption description here~~
	\|-		\|-
	~~!colspan="2"\| Number~~
	!colspan="2"\| DateTime		!colspan="2"\| DateTime
	!colspan="2"\| ~~Flag~~		!colspan="2"\| Option
	\|-		\|-
	\|[[File:~~Number~~-field.png\|250px]]		\|[[File:Datetime-field.png\|250px\|center]]
	\|~~Number description here~~
	~~\|[[File:Datetime-field.png\|250px~~]]
	\|Date/Time Description here		\|Date/Time Description here
	\|[[File:~~Flag~~-field.png\|250px]]		\|[[File:Option-field.png\|250px\|center]]
	\|~~Flag~~ description here		\|Option description here
	\|-		\|-
	!colspan="2"\| ~~Date~~		!colspan="2"\| MultiOption
	!colspan="2"\| ~~Option~~		!colspan="2"\| Flag
	~~!colspan="2"\| Mandatory Fields~~
	\|-		\|-
	\|[[File:~~Date~~-field.png\|250px]]		\|[[File:Multioption-field.png\|250px\|center]]
	\|~~Date Description~~ here		\|MultiOption description here
	\|[[File:~~Option~~-field.png\|250px]]		\|[[File:Flag-field.png\|250px\|center]]
	\|~~Option~~ description ~~here~~		\|Flag description here
	~~!colspan="2" \|Mandatory Description~~ here
	\|-		\|-
	\|}		\|}

Cienna: /* Custom Field Types */

2023-07-07T04:28:45Z

Custom Field Types

← Older revision		Revision as of 04:28, 7 July 2023
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	Lets look at the different options for the field types and examples of what they could be used for.		Lets look at the different options for the field types and examples of what they could be used for.

			Click on any of the images to see a larger screen shot.


	{\| class="wikitable"		{\| class="wikitable"

← Older revision		Revision as of 04:37, 7 July 2023
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	{\| class="wikitable"		{\| class="wikitable" style=width:100%;'
	!colspan="2"\| Text		!colspan="2" style="width: 50%"\| Text
			!colspan="2" style="width: 50%\| Number
			\|-
			\|[[File:Text-field.png\|250px\|center]]
			\|Text description here
			\|[[File:Number-field.png\|250px\|center]]
			\|Number description here
			\|-
			!colspan="2"\| Date
	!colspan="2"\| Time		!colspan="2"\| Time
	~~!colspan="2"\| MultiOption~~
	\|-		\|-
	\|[[File:~~Text~~-field.png\|250px]]		\|[[File:Date-field.png\|250px\|center]]
	\|~~Text description~~ here		\|Date Description here
	\|[[File:Time-field.png\|250px]]		\|[[File:Time-field.png\|250px\|center]]
	\|Time description here		\|Time description here
	~~\|[[File:Multioption-field.png\|250px]]~~
	~~\|MultiOption description here~~
	\|-		\|-
	~~!colspan="2"\| Number~~
	!colspan="2"\| DateTime		!colspan="2"\| DateTime
	!colspan="2"\| ~~Flag~~		!colspan="2"\| Option
	\|-		\|-
	\|[[File:~~Number~~-field.png\|250px]]		\|[[File:Datetime-field.png\|250px\|center]]
	\|~~Number description here~~
	~~\|[[File:Datetime-field.png\|250px~~]]
	\|Date/Time Description here		\|Date/Time Description here
	\|[[File:~~Flag~~-field.png\|250px]]		\|[[File:Option-field.png\|250px\|center]]
	\|~~Flag~~ description here		\|Option description here
	\|-		\|-
	!colspan="2"\| ~~Date~~		!colspan="2"\| MultiOption
	!colspan="2"\| ~~Option~~		!colspan="2"\| Flag
	~~!colspan="2"\| Mandatory Fields~~
	\|-		\|-
	\|[[File:~~Date~~-field.png\|250px]]		\|[[File:Multioption-field.png\|250px\|center]]
	\|~~Date Description~~ here		\|MultiOption description here
	\|[[File:~~Option~~-field.png\|250px]]		\|[[File:Flag-field.png\|250px\|center]]
	\|~~Option~~ description ~~here~~		\|Flag description here
	~~!colspan="2" \|Mandatory Description~~ here
	\|-		\|-
	\|}		\|}