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Creating custom HR fields
Creating custom HR fields

How to create your own HR fields with the Plus Plan

Mark Borham avatar
Written by Mark Borham
Updated over a week ago

1) Pre-requisites

If you wish to create custom HR fields, you must have Plus Plan activated. If not done yet, you can activate it under your Billing tab.


2) Creating a field

Once you are under Settings -> Human resources -> People Data you will have 3 sub sections:

  • Personal information

  • Health and safety

  • Employment

In each of those sections, you can Add a field

Once you click on the button, you will be prompted to chose the type of field you wish to create. Then... Follow the steps!

Quick tip!

A good thing to know is that on the left side of the creation panel, you will have a preview of the field in creations. You'll be able to see what the field will look like in the employees profiles!


3) Make the field filterable in the scheduler

It's possible to make your fields filterable in the scheduler, which means you'll be able to filter one or more fields when you're in the "schedule" tab.

To do this, simply activate the "Filterable in Scheduler" feature for each field for which you deem the functionality relevant.

Once in the scheduler, you will find the field under the "People data" filters.


4) Finding the field

Once created, your HR field will be found under the employee profile in the chosen section.

It is also possible to set up HR reminder alerts. Click here for an article explaining how to do this!

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