Adding a custom field

As an HR professional with the HRADMIN user role, you can add employee details to Yomly platform in plain text format using custom fields.

Custom fields enable you to collect and document additional employee profile details (additional to the data fields for which you need to fill in values when adding employees). 

You can even obtain input for custom fields directly from employees. To do this, simply add the custom field to a profile tab that employees can edit.

Using custom fields, you can add employee details to profiles quickly and easily because the configuration involves simple steps that do not require any coding.

To add a custom field, do the following:

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

   

2. Go to the Organisation > Custom Fields tab.

3. Click + Add custom field.

   

4. Enter the following details:

   1. Enter the Field name.

   2. In the Appears in drop-down menu, select the part of employee profiles where the custom field is displayed. You can select one of the following values:

      Option	Description
      Employment	Displays the custom field in the Employment tab
      Personal	Displays the custom field in the Personal tab
      Payroll	Displays the custom field in the Salary > Payroll tab
      Bank Details	Displays the custom field in the Salary > Bank Details tab

      If you want employees to enter values for the new custom field, you must add it to a tab to which their respective user roles have edit access.

      For example, as all employees can edit their own personal details, you can add a field for which you want all employees to provide input to the Personal tab.

      On the other hand, as only employees with the HRADMIN role can view and edit employment details of their own and other employees, you can add a field for which you will be providing input to the Employment tab.

   3. Select a Status. You can select one of the following values:

      • Enabled
      • Disabled

   4. Select one of the following values for the Filterable on reports field to determine whether or not reports can be filtered based on your new custom field:

      • Enabled
      • Disabled

      

5. Click + Save custom field.

The new custom field is saved. If you have enabled the field, it is displayed in the selected tab in employee profiles.