Note: You will need Configurator access to add/update your custom people fields.
You can add additional custom fields for filtering your people data. For example, job title, employeeID, department, location and start date.
Click on Configuration > select the 'User provisioning' tab and click into the 'User fields' drop down tab.
Job Title and Employee ID are standard fields you can enable here.
Then there are six custom text fields and two custom date fields that you can choose what they're used for. Toggle them on under the Active column, specify their Display name, choose a Text entry mode and a Visibility.
Tip: CustomDateTime1 is used for relative automated review cycles. So if you need a probation review cycle that's relative to people's start dates then CustomDateTime1 needs to be used for 'Start date'.
Display name
This is what the field will be called in the Administration Centre.
Text entry mode
Free text
When an Administrator adds a new user they can write anything in this field.
Dropdown only
When an Administrator adds a new user they can only select the predetermined options (set-up here in Configuration).
To delete, click the X and then Save.
To add, type in the empty box and click Enter and then Save.
To reorder, drag the tiles around and then Save.
Dropdown with free text
When an Administrator adds a new user they can select the predetermined options (set-up here in Configuration) or they can add in a new one directly on the 'add a new user' pop-up (any added via this route, won't be visible here in Configuration). Dropdown options will be removed automatically when they are no longer in use on any user's profile.
Visibility
Admins only
This field on a user's profile will only be visible to Administrators.
Everyone
This field on a user's profile will be visible to anyone who has access to the user's details. For example, the user themselves and their default supervisors.
