Difference between revisions of "Custom Fields"

From Wageloch Wiki

Line 1: Line 1:
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 Workflow for Staff|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 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.
===Text===
===Number===
===Date===
===Time===
===Date/Time===
===Option===
===MultiOption===
===Flag===
=Onboarding Workflow and Custom Fields=
=Adding Custom Fields on Staff Cards=





Revision as of 03:43, 7 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 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.

Text

Number

Date

Time

Date/Time

Option

MultiOption

Flag

Onboarding Workflow and Custom Fields

Adding Custom Fields on Staff Cards

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