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:

  1. Employee ID - Internal or from a 3rd party application
  2. License Number - Drivers License or Course License
  3. T-Shirt Size - Small, Medium, Large
  4. Contact - Emergency/Medical contact info
  5. Biography - Extended Biography

Things to know before you begin:

  1. You must have a manager/admin and supervisors access privileges to custom fields in Humanity.
  2. Custom fields can be created in 6 different formats.
  3. You can select permissions to restrict the view of the fields.

The scenario outlined in this tutorial consists of the following building blocks:

  1. Add a Custom Field
  2. Edit a Custom Field
  3. 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!

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