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How to Add a Custom Field in the System

Adding a custom field in the system

Myo Zaw Hein avatar
Written by Myo Zaw Hein
Updated today

The system provides default employee fields like Department, Position, Employee Code, Location, Manager, Phone Number, Email, Service Year, and more. However, if your organization needs to track additional information—like Uniform Size, Blood Type, or Marital Status—you can use the Additional Custom Fields for Employee Profiles feature to add your own fields.

Follow these steps to create, configure, and manage custom fields in the system:


Step 1: Navigate to Custom Field Settings

  1. Go to Settings
    Click the User icon from the main menu and select Settings.

  2. Open the Employee Tab
    You will land on the Company tab. Click on the Employee tab under it.

  3. Scroll to Additional Custom Fields
    On the left side, find the section titled Additional Custom Fields for Employee Profiles.
    On the right side, you’ll see the list of existing custom fields (if any).


Step 2: Add a New Custom Field

  1. Click "+ Add Custom Field"
    A new configuration dropdown will appear.

  2. Select Field Type
    Choose the appropriate field type based on your use case:

    • String – for short text (e.g., Uniform Size).

    • Paragraph – for longer notes or descriptions.

    • Number – for numeric values (e.g., number of dependents).

    • Dropdown – for predefined choices (e.g., S / M / L / XL).

    • Switch – for Yes/No type toggles (e.g., Has Company Laptop).

    • NRC – for structured national ID input.

    • Date – for dates (e.g., Passport Expiry Date).

    • Phone – for phone number formatting.

  3. Set Required Option (Optional)

    • Tick the Required box if this field must be filled in by employees.

  4. Set Field Visibility for Employees

    • Click the icon next to "Required" to set who can see or edit the field:

      • Hide – Field is hidden from employees.

      • View Only – Employees can see but not edit.

      • View & Edit – Employees can both view and edit the field.

  5. Click “Apply Custom Field”
    Your new custom field will now appear at the end of the employee fields in the Employee tab.


Step 3: Where to See the Custom Field You Added

Once you've created a custom field and clicked Apply Custom Field, it will appear in two main places:

  1. Employee Tab (Main Sidebar)

    • Go to the Employee tab from the main sidebar.

    • In the employee table, scroll horizontally to the far right.

    • The new custom field will be added as the last column in the list of employee fields.

  2. Employee Profile (Detail View)

    • Click on any employee’s name to open their full profile.

    • At the top of the profile, you will see horizontal tabs (e.g., Basic Info, Payroll, etc.).

    • Click on the Custom Fields tab — your custom fields will be displayed there according to the visibility settings you selected (Hide, View Only, View & Edit).


Step 4: Delete a Custom Field

  1. Hover over the Custom Field
    In the custom field list, place your cursor over the field you want to remove.

  2. Click the More Options (⋮) Icon
    A vertical three-dot menu will appear.

  3. Select “Delete”
    Click Delete, then click Apply Custom Field to confirm and permanently remove the field.

⚠️ Note: Deleted custom fields cannot be recovered, so make sure they are no longer needed before deleting.

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