Custom Fields in ExakTime allow you to create data fields to associate with your entities and are primarily used for reference. For example, a location could have a custom field for "Zip Code" to better denote where a location is when reviewing time cards.

Custom Fields are currently only used and available for entity lists (Employee, Location, Cost Code, Equipment, and Expenses Lists), the Time Card Details page, and the certified job reports. If a page has not been listed above, then Custom Fields are not currently available for that page/feature such as Reports, Time Off, Policies, Collection Details, etc.

Miscellaneous Information

• We offer some default custom fields such as "Job Type" for Locations that are used for Certified Job reports.
• Default custom fields such as 'Employee Type' for employees and 'Job Type' for Locations will not be listed on the 'Custom Fields' list. 

Table of Contents

• Custom Fields Menu
• Creating a Custom Field
• Editing or Deactivating a Custom Field
• Using Your Custom Fields
• Using Custom Fields for Entity Lists
• Using Custom Fields With Time Cards

Custom Fields Menu

The 'Custom Fields' menu will provide the following columns:

• Actions - Clicking the pencil icon will allow you to edit an existing custom field.
• Active - Indicates if the custom field is active or inactive. Use the column header to sort and filter the list.
• Name - The name of the custom field. Use the column header to sort and filter the list.
• Business Name - The entity associated with the custom field. Use the column header to sort and filter the list.
• Type - The type of custom field. Use the column header to sort and filter the list.
• Show on Time Cards - Indicates if the custom field can be used as a column on the time card details.

Creating a Custom Field

1. Click on Add.

   

2. Set Up Your Custom Field.
   • Enter a name for your custom field.
   • Specify the entity/business element the custom field should be used with. It cannot be changed after you save your custom field.
   • Specify the type of custom field. It cannot be changed after you save your custom field.
     • Free form text - Allows you to enter any text for the custom field.
     • List -  Specify what options are available to use with the custom field. You must add options to your list.
   • Specify if the custom field can be used on the time card details. 

   

3. Click Save Custom Field when finished or Save + New to create another custom field.

Editing or Deactivating a Custom Field

1. Click the pencil icon towards the left of a custom field.

   

2. Edit the available fields/options of the custom field. If deactivating the custom field, use the provided 'Active' toggle. Some fields cannot be modified such as the business element or the type of custom field.

   

3. Click Save Custom Field when finished.

Using a Custom Fields

• Go to the page for the entity of the custom field and click the edit icon to the left.

  

• Click the Custom Fields tab.

  

• Find the custom field you created and select/enter the appropriate information depending on the custom field type.
  • Free Form Text - Enter the information needed.
  • List - Select the information from the list.

  

• Save your changes.

Organing Entity Lists with Custom Fields

Using Custom Fields With Lists

• In your employee, location, or cost code list, click the column manager button to the right.
• Click and drag the custom field and move it towards the columns to the left, or to the "Group By" section towards the top. 
  • Columns

    

  • Group By

    

Using Custom Fields With Time Cards

If you would like to include Custom Fields in the columns of your Time Card Details page, you can refer to Viewing Custom Fields In Time Cards