Custom Fields Library

Custom Fields Library

Create and manage custom fields that employers can add to onboarding documents and employee profile sections. Answers collected during onboarding can appear on the employee profile, and you can include them in reports.

Custom fields can be used to:
To create a custom field:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. Select Custom Fields Library in the left menu.
  3. Select Create a Custom Field.
  4. In Type of Custom Field, choose Radiobox, Checkbox, Date, Dropdown, or Input Field.
  5. Enter a name in Custom Field Label.
  6. Optionally enter Additional Text. When the field is used on an onboarding document, this text appears under the question for the employee.
  7. If you chose Radiobox, Checkbox, or Dropdown, add options under Options for that type: enter each option, select Add, and drag options to set the order employees see.
  8. Select Create.
To edit or delete a custom field:
  1. Open Custom Fields Library (Account → Custom Fields Library).
  2. In the field's Actions column, hover the gear icon and select Edit or Delete.
  3. If you selected Edit, update the label, Additional Text, or options, then select Save. Type of Custom Field cannot be changed after the field is created.
  4. If you selected Delete, confirm in the Delete custom field? dialog. Deleting removes the field from the library and soft-deletes related questions on onboarding document templates that use it.
To use custom fields:

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