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Add, Edit or Delete a Custom Field

Add, Edit or Delete a Custom Field

Humanity allows you to set up custom fields under profiles so that you can add the type of information you want for an employee.
Zeenat Zulfiqar avatar
Written by Zeenat Zulfiqar
Updated over a week ago

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/Admin and Supervisors

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 supervisor 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: Go to Staff module from the top-panel and click the Drop-down icon next to Add Employee tab from the top right > Click on Custom Fields, as shown in Image 1.

Image 1

Step 2: Under Add New section fill in the required information to create a required custom field as follows:

  • Type the name of the field you wish to add in the Name box.

  • Select the Type from the drop-down.

  • Mention the required Values (optional).

  • Select the Permissions from the drop-down, as all shown in Image 2.

Image 2

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 > Modify the required information (Name, type, values, permission) as per the operational requirement > Confirm with Save to keep the updated information, as shown in Image 3.

Image 3

Delete a Custom Field

Step 1: Click Delete option next to the added custom field under Manage section > Confirm with OK, as shown in Image 4.

Image 4

If you have any further queries, please don't hesitate to reach out to us at support@humanity.com.

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