Custom employee fields: Difference between revisions

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Administrators can add additional fields to an [[user profile | employee's card]] in the [[Employees and company structure | Company]] section.
{{#seo:
|title=Custom employee fields
To do this:
|titlemode=append
*Click '''Edit''' in the employee's card:
|keywords=planfix, custom fields, employee, employee
|description=Custom employee fields
 
}}
https://pic.planfix.ru/pf/QK/P35MWL.png


You can create [[Custom fields|custom fields]] for employees in the section '''Account management - Custom fields - Employee fields:'''
   
   
*In the editing window that opens, expand the '''Custom fields''' section and click '''Add''':
https://s.pfx.so/pf/NU/rWro5O.jpg


Click on the '''New field''' button:
   
   
https://pic.planfix.ru/pf/CY/IMxoYV.png
https://s.pfx.so/pf/7N/609oDH.jpg


When creating a field, you can immediately select which [[sets of custom fields | set]] it will be added to
   
   
*Enter the field name and the people who can use it:
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https://pic.planfix.ru/pf/Iq/5EqCjm.png
 
*Save the new field.
 
These fields can then be used when creating [[reports]], displaying report values in the list of employees, and more.


You can assign specific [[Access to custom fields | permissions]] to the custom field if needed.




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*[[Types of custom fields]]
*[[Types of custom fields]]
*[[Employees and company structure]]
*[[Employees and company structure]]
*[[Feature Description]]

Latest revision as of 07:53, 30 August 2024

You can create custom fields for employees in the section Account management - Custom fields - Employee fields:

rWro5O.jpg

Click on the New field button:

609oDH.jpg

When creating a field, you can immediately select which set it will be added to

hbdU5q.jpg

You can assign specific permissions to the custom field if needed.


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