Difference between revisions of "Custom Fields"

From Wageloch Wiki

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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.
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!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.
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!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.
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!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.
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Revision as of 05:18, 14 July 2023

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. 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 article will cover each of the Custom Field types, their setup and potential uses.

Creating Custom Fields

Using custom fields within Wageloch HR unlocks a new set of information that can be entered by staff during their Onboarding process or added manually into the staff card via Additional Information.

  • Click HR from the top menu
  • Select Custom Fields from the HR categories
  • Click New Custom Field+
  • Give the Custom Field a name
  • Select the Custom Field Type (more information below)
  • Select if the information is mandatory to fill out or not
  • Click the tick icon to add/save.


Custom-fields.png Create-custom-field.png

Custom Field Types

Creating the fields themselves is easy enough, but working out the best option for what information you're seeking is a little more tricky.

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.


Text Number
Text-field.png
Using a Text field allows a reply containing alphanumeric characters and symbols.
Number-field.png
A Number field prompts a reply in a numerical value only.
Date Time
Date-field.png
The Date default value will prompt for a single date in DD/MM/YYYY format.
Time-field.png
Allows a single time value to be entered.
DateTime Option
Datetime-field.png
Date/Time field allows entry for a specific date and time
Option-field.png
Use Option to enable a single selection from a list of pre-set values.
MultiOption Flag
Multioption-field.png
Use MultiOption to enable a multiple selections from a list of pre-set values.
Flag-field.png
Flag field is similar to a YES/NO response. Simply tick a box for YES, leave unticked for NO.

Onboarding Workflow and Custom Fields

Adding Custom Fields on Staff Cards

Back-button.png Home-button.png Next-button.png