User Defined Fields (User Fields), are custom values (dates, files or text) that you can add to your Employee Forms to store the information important to you. This organisation-specific information, which could range from training and qualifications to emergency contact details, appears in the Employee Form as additional tabs. These tabs are subject to user rights, allowing you to control who sees what information.
This guide will look at:
Hints and Tips:
Each tab can hold up to two columns. The second 'Column Break' in a tab will actually create a new tab, rather than create a third column.
You can then continue to add further User Fields. These will be added to the second tab that you have created. Regardless of how many new tabs you create, the User Fields remain in one list.
Select the red cross next to the field and ‘delete item’. Exercise caution here. If you do delete a field, any information that has been entered into that field on an Employee Form will also be lost. Therefore, it’s good practice to limit who has access to User Fields setup.
Delete the two Column Breaks that you created to make the new tab. Although the tab will be removed, any User Fields that were part of that tab will remain. These will also need deleting individually.
Select the field you wish to edit from the list (it will be highlighted purple). Make any changes and save.
You can change the position of a field by selecting it from the list (it will be highlighted purple) and moving it up or down using the arrow buttons.
Once you have finished creating your User Fields, navigate to an Employee Form in order to see the additional tabs in action. Individual information can now be entered or imported.