Custom employee fields: Difference between revisions

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{{#seo:
|title=Custom employee fields
|titlemode=append
|keywords=planfix, custom fields, employee, employee
|description=Custom employee fields
}}
Administrators can add additional fields to an [[user profile | employee's card]] in the [[Employees and company structure | Company]] section.
Administrators can add additional fields to an [[user profile | employee's card]] in the [[Employees and company structure | Company]] section.
   
   
To do this:
https://s.pfx.so/pf/NU/rWro5O.jpg
*Click '''Edit''' in the employee's card:
 
https://pic.planfix.ru/pf/QK/P35MWL.png
 
*In the editing window that opens, expand the '''Custom fields''' section and click '''Add''':


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:
https://s.pfx.so/pf/yG/hbdU5q.jpg
 
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 | access rights]] to the custom field if needed.





Revision as of 07:45, 30 August 2024

Administrators can add additional fields to an employee's card in the Company section.

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 access rights to the custom field if needed.


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