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All CollectionsPayroll (MY)
Custom Employee Field
Custom Employee Field
StaffAny avatar
Written by StaffAny
Updated over 2 months ago

Contents of this article are applicable to the following users

Tier: GROWTH, SCALE

Platform: Web

The custom employee field feature lets you add extra employee information that suits the specific needs of you and your team, so you can centralize your employee database in StaffAny. Any custom employee segments and fields created will show up in every single employee’s profile on My Team.

This help article covers:


Employee Segment & Field

There are 2 elements that you can customise in the custom form:

  1. Segment
    The employee segment will be displayed on the My Team page. Segments typically include multiple fields categorized under one theme or topic.

  2. Field
    The field usually contains one piece of information for one topic. For customisation, you may add one of the following types:

Field Type

Functions

Text

A simple text form for capturing information such as name, email, address, etc.

Choice

Field type that allows users to select one option from a set of choices such as Yes/No Questions.

Dropdown

The dropdown provides a list of options, allowing users to select one choice from the list.

Date

Enable date selection, ideal for specifying precise dates such as certification expiry, birthdays, and more.


Manage Custom Employee Segment

Add Custom Employee Segment

The employee segment can be located in My Team. You can add your custom segment by following these steps:

  1. Go to Settings > Employee Form > Add Segments.

  2. Fill up the Segment name.

  3. Add and fill in at least one field to proceed.

  4. Click Save Segment.

Reorder Custom Employee Segment

You can reorder segments by clicking and dragging them into your desired order. Changes to the segment order will also be reflected in My Team.

Delete & Archive Custom Employee Segment

Delete Segment

You can delete a segment only during creation. To delete a segment, click on the delete icon below the segment name.

Archive Segment

After saving, deleting a segment is not possible. Instead, you can choose to archive it. Here's how you can archive a segment:

  1. Go to Settings > Employee Form > Segment.

  2. You can either archive an entire section by toggling on the button.

  3. Archived sections will not be visible in the Segment Preview or on the My Team card after saving.

  4. Click Save Segments to save the progress. You can easily unarchive a segment at any time.


Manage Custom Employee Field

Add Custom Employee Field

The employee fields can be found in the My Team segments. You can add your own custom field through these steps:

  1. Go to Settings > Employee Form

  2. Under a segment, click Add Field.

  3. Choose one of the field types and fill out the field name. Adding a tooltips

  4. Click Save Segment.

Reorder Custom Employee Field

You can reorder segments by clicking and dragging them into your desired order. Changes to the segment order will also be reflected in My Team.

Delete & Archive Custom Employee Field

Delete Field

You can delete a field only during creation. To delete a field, click on the delete icon below the archive toggle.

Archive Field

After saving, deleting a field is not possible. Instead, you can choose to archive it. Here's how you can archive a field:

  1. Go to Settings > Employee Form > Segment.

  2. You can archive a field by toggling on the button.

  3. Archived fields will not be visible in the Segment Preview or on the My Team card after saving.

  4. Click Save Segments to save the progress. You can easily unarchive a segment or field at any time.


Mass Add /Edit a Custom Employee Information

To do a mass Add/Mass Edit, you can follow this Mass Edit Staff article. The Custom Employee Segment will be located in the last rows of the CSV.

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