You can create your own User Defined Fields (User Fields) to keep track of any items that employees are given by your company. You can record dates that a mobile phone was allocated, serial numbers of IT equipment or perhaps digital copies of policy documentation.
The User Fields, once created, appear as tabs in Employee Forms and so are easily accessible. These tabs are subject to user rights, allowing you to control who sees what information.
This guide will look at:
We will also follow a Use Case as a specific example of what is possible when creating User Fields.
Members of a Sales team often work from home and their company provides them with a mobile phone and laptop to use for this purpose. The Sales Manager wants to record the details of this equipment, as well having a digitised copy of the signed Company Equipment policy document.
Simply repeat Steps 3-6, using the appropriate Type for each new field created.
In our Use Case, add the following additional fields in sequence:
Once you have finished creating your User Fields, navigate to an Employee Form in order to see the Company Equipment tab in action. Individual information can now be entered or imported.