Configuring mandatory fields for user input

Introduction

As an HR admin, in Yomly features in which users can provide input, you can make it mandatory for users to enter values in fields of interest. You can do this by configuring mandatory fields from the platform's customization settings.

For example, you can make it mandatory for employees to provide key information in their profile, such as their national ID number, personal phone number, or any other detail. If you configure the fields of interest as mandatory fields, then when editing profile details, employees would be able to save their changes only after entering values in these fields.

Another application of mandatory fields is in recruitment (when creating a job requisition). You can make it mandatory for the employee creating the requisition to provide key details, such as the reason for the requisition, job location, contract type, and more.

Objective

In this tutorial, you will learn how to configure a mandatory field in employee profiles. In a similar manner, you can configure mandatory fields for other Yomly features that support user input.

Procedure

To achieve the objective, do the following:

1. In the sidebar, in the Business section, click Settings.

2. Go to Customization > User Interface.

3. Click each of the following options to expand them:

    EmiratesHR

       Employee Profile

          Employment Tab

   The Employment Tab section contains EmiratesId Number (Field), which is the profile field that stores employee Emirates ID numbers.

   

4. Click EmiratesId Number (Field) and click the settings (  ) icon.

5. In the Rules for EmiratesId Number dialogue, do the following:

   1. Enable the Mandatory toggle button to make entering a value for the field mandatory.

      

   2. Similarly, enable the Visible toggle button to display the field in the UI.

   3. Also enable the Editable toggle button to allow users to enter values in this field.

6. Click Save.