Custom Fields

From Wageloch Wiki

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.


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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

Stage Creation: When creating your Onboarding Workflow you can add in stages that include Custom Fields, which allows you to pick/choose at which point you would like particular responses.

Sending to Employee: During the process of sending your workflow out to a staff member, your custom fields will not appear as part of the information being sent, unlike your policies and contracts.

Filled Out: As a staff member fills out 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 Onboarding Workflow article.

Adding Custom Fields on Staff Cards

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