A User Defined Field is a customization field that allows you to keep track of information that was otherwise not a part of the demographic data stored for an employee with free-form text. You can have up-to 5 User Defined Fields that can be configured from the "Required Fields" page.
You can also configure up to fifteen "User Defined Lookup Fields" for drop-down or radio button selections.
Expand for Navigation Steps to Required Fields
- From the menu, expand Setup and click Required Fields.
Configuring User Defined Field
- Enable the appropriate options to make the user defined field required on Admin Portal, visible on Emp Portal, required on Emp Portal, read Only on Emp Portal. If the field is marked as required, the field will need to be completed when a new employee is added to the system.
- Enter the name that will display for the User Defined Field. In our example below, we are using "Drivers License Number".
- Click Save when finished.
Using the User Defined Field
After configuring the User Defined Field(s), the field(s) will be available from the "Employee" tab of the employee's demographic info menu.
Expand for Navigation Steps to Demographic Info - Employee Tab
- Search for the employee to use the user defined tab.
- Hover over "Employee" menu and click Demographic Info.
- Click the Employee tab from the Demographic Info page.
The "User Defined Fields" you configured will appear towards the bottom of the "Employee" tab.