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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