Custom fields add information to the employee profile that Folks does not provide by default (e.g., uniform size, work shift, bonus).They can be created for all employees or for a single profile.
Permanent fields cannot be edited in the employee profile. To display new information, you must create a custom field.
Tip: If you add several fields, organize them in a logical order and save after each change.
Added fields will be available in the profile(s) under the Other relevant information section, at the end of the Personal, Corporate or Payroll tab.
Create a custom field for all employees
You can customize profiles by creating custom fields. To do so, go to the employee list and click the gear icon in the top right.
In the Profile customization tab, click Add new item.
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French field name and English field name
If your system is unilingual, edit only the field name in the language of your system. - Profile section: Personal, Corporate or Compensation
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Field type: Alphanumeric, Date or Dropdown list
For a dropdown list, add the list items using the button provided for this purpose. - Salary (Yes/No) - When this function is enabled, the field will be affected by the Hide salary permission.
- User role (Yes/No for dropdown lists only) - When this function is enabled, the field can be used to restrict user access.
- Headcount (Yes/No for dropdown lists only) - The field will be used in the headcount number structure in the organizational chart.
The field will be available in each employee's profile.
Create a custom field for a specific employee
You can create a custom field for an individual employee by going to their profile and clicking the gear icon. Then, simply click the Custom fields tab to select the type of field you want to create.
The field will be available only in this employee's profile.
FAQ
I don't see the gear icon that leads to the configuration. Your role does not have the employee profile configuration permission required to configure custom fields.
My field does not appear in the onboarding form. Only personal or non-salary fields can be displayed there (see Employee Auto-onboarding).