There are fields that appear on an employee's profile by default. You can add more by creating a new custom field. You then assign these custom fields to relevant employees to appear in their profiles.
Click your name in the top-right corner, then click Settings.
On the General settings menu, click Employee data.
Click Custom fields, then click Add new.
In the Field name, enter the custom field name.
From the Type drop-down, select the relevant type of custom field.
β
For example, if you want a text field rather than a date field or a dropdown list, etc.
βIf necessary, enter an optional field description.
From the Field location drop-down, select Personal tab or Employee tab.
β
This determines which tab the fields show on the employee's profile menu.
βReview and select the relevant access settings:
Enable as filter in Calendar & Company pages
Enable as filter in Reports
πNOTE: The options to 'enable as a filter' are only available for Dropdown, Multi-select, and Tags custom fields.
Display field in Employee Info Card
Allow to fill this field when adding a new employee
Show this field to employee
Allow employees to edit this field
Show this field to manager
Allow manager to edit this field
βπNOTE: Selecting Show this field to manager and Allow manager to edit this field only applies to the employee's team manager. You need to also ensure you assign the team manager to a role that has the permission - access other employees' profiles.
β
These settings don't apply to the employee's direct manager. To allow a direct manager to view or edit an employee's custom field, make them a team manager for the employee.
Once complete, click Add.
Select who you want to assign to this custom field.
If you select Everyone, this assigns all employees to this custom field. This includes any new employee moving forward as well.
β
If you choose Specific employees, you can select the relevant employees. β
βClick Save.
The new field will be available to complete in the same way as other default fields are for the selected employees.
Return to Set up custom fields