Custom fields on PaidHR allow you to add additional information that is unique to your organization’s needs. You can either create a single custom field or upload multiple fields at once using the bulk upload feature. This guide will walk you through the steps to create custom fields to capture specific employee details.
Adding a Single Custom Field
Navigate to the Menu and click on the downward arrow next to Settings to reveal additional options
Click on Customization - custom fields - manage custom fields.
Enter the Group Name to categorize related information. For example,Medical Information as the group name with fields like Genotype.
Enter the Field Name to specify the exact information to be collected, such as Genotype, or Degree.
Enter the Helper text to provide more details about the field.
Specify whether the field is for Employees or Admins.
Select the field type (e.g., text, dropdown).
Click Save to create the custom field.
Bulk Uploading Custom Field
Click Bulk Upload Fields.
Download the provided template.
Fill out the template with the custom field details.
Upload the completed template..
Click on Upload information to finalize the upload.