Objective
The objective of this tutorial is to help you understand how to add, edit or delete a custom field.
Overview
Access from your: Computer
Applies to: Managers and Supervisors
Humanity allows you to set up custom fields under profiles so that you can add the type of information you want for an employee.
Humanity comes with a basic set of profile fields that can be set for each employee. Such as name, phone number, e-mail, address, etc. You have the ability to expand on this functionality by creating your own custom fields.
Examples:
- Employee ID - Internal or from a 3rd party application
- License Number - Drivers License or Course License
- T-Shirt Size - Small, Medium, Large
- Contact - Emergency/Medical contact info
- Biography - Extended Biography
Things to know before you begin:
- You must have a manager/admin and supervisors access privileges to custom fields in Humanity.
- Custom fields can be created in 6 different formats.
- You can select permissions to restrict the view of the fields.
The scenario outlined in this tutorial consists of the following building blocks:
- Add a Custom Field
- Edit a Custom Field
- Delete a Custom Field
Add a Custom Field
Step 1: Click ‘Staff’ module from the top-panel as shown in Image 1.
Image 1
Step 2: Click the arrow down Icon next to ‘Add Employee’ tab from the top right as shown in Image 2.
Image 2
Step 3: Click ‘Custom Fields’ as shown in Image 3.
Image 3
Step 4: Type the name of the field you wish to add in the box as shown in Image 4.
Image 4
Step 5: Select the type from the drop-down as shown in Image 5.
Image 5
Step 6: Select the permissions from the drop-down as shown in Image 6.
Image 6
Step 7: Click ‘Save’ tab as shown in Image 7.
Image 7
Edit a Custom Field
After adding the custom field, if you wish to edit it you can simply follow the steps below:
Step 1: Click the ‘Edit’ tab as shown in Image 8.
Image 8
Step 2: Modify the details (Name, type, permission) which you want to as shown in Image 9.
Image 9
Step 3: Click ‘Save’ tab as shown in Image 10.
Image 10
Delete a Custom Field
After adding the custom field, if you wish to delete it you can simply follow the steps below:
Step 1: Click ‘Delete’ tab next to the added custom field as shown in Image 11.
Image 11
Step 2: Click ‘OK’ tab to remove the field as shown in Image 12.
Image 12
Go to staff’s profile > Edit details to update the custom field. Staff profile overview will start showing it.
If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!