Record Custom Field information on a person

Record Custom Field information on a person

Custom Fields are a powerful HR feature that allow you to set up your own table-driven reporting fields for your people. Once you have set up your Custom Fields, you can record them against each person by going to their details.

See: Create Custom Fields under the Getting Started Menu.

To record Custom Fields on a person:

1. Go to the "People" menu then to a persons "Custom Fields" menu. 

Custom_Fields.png

2. Select the Custom Field you want to record on the person in the "Filter By" menu.

 

Custom_fields_on_a_person.png

 

3. Select the "+Add" button to add a new entry.

 

custom_field_add.png

 

4. Select the Code you wish to record for the Custom Field you have selected, then record the relevant information and tick to save the record.

 

custom_field_save.png

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