Core HR supports up to 15 optional categories (can be set to required with 'Required Fields') labeled as "User Defined L#" for the configuration of tracking fields for employees. These additional fields allow data to be collected and stored using either a radio button or a dropdown list.

These User Defined Lookup Fields can be used for a variety of tracking needs such as:

• Additional labor tracking needs, such as Business Unit
• Rehire eligibility
• Opt-in/out of certain benefits
• Any information to be reported that currently does not exist in the system.

After creating user defined fields, they can be:

• Used on the User Defined tab of the Employee Demographic page.
• Set as required from the 'Required Fields' page.

If importing Employee Demographic Data that includes User Defined Lookup Fields, the acceptable fields must be defined on this screen before importing the Employee Demographic data.

You can also configure up to five "User Defined Fields" for free-form text fields.

Setup Options

• Field Name
• Reply Type - Select Radio List or Dropdown List for how the User Defined information can be selected.
  • Radio List

    

  • Dropdown List

    

• Lookup Value - Create a new value or edit the selected value.

Creating a User Defined field

• Enter a name into the Field Name and select the reply type; a radio button list or a dropdown list. Click Update Field Name. 

  

• Enter your value(s) into the Lookup Value field. Click Save when finished. Repeat as needed.

  

• The newly added values will be listed at the bottom of the page.

  

Editing an Existing Value

• Click the pencil icon towards the left-hand side of a value.

  

• The value will populate the Lookup Value field. After editing the value, click Save.

  

Deleting an Existing Value

• Select check box on the right-hand side of the lookup value.

  

• From the Actions drop-down menu, click Delete Selected Record(s).

  

• Confirm the deletion of the value.