Custom Fields Library
The "Custom Fields Library" allows you to create a unique library of custom fields that can be used to:
- Obtain information from employees via the Onboarding process. Once employees complete onboarding documents with associated Custom Fields, employee answers can be stored and organized in the employee profile for quick access to information.
- Store employee information directly in the employee profile. Custom Fields can be added to Custom Profile sections, where you can organize and store employee information.
To add new Custom Fields:
- Select the "Account" dropdown in the top right corner of BerniePortal.
- Select the "Custom Fields Library" tab from the left side menu.
- Select the "Create a Custom Field" button.
- Use the "Type of Custom Field" dropdown to determine the type of Custom Fields you'd like to create (Radiobox, Checkbox, Date, Dropdown, or Input Field).
- Enter a label for the new Custom Field in the "Custom Field Label" input field.
- Enter any additional text related to the Custom Field in the "Additional Text" box. This field is optional and is not displayed to employees.
- If Radiobox, Checkbox, or Dropdown is selected under the "Type of Custom Field" you will be prompted to create a list of options for employees to select from.
- Type the option into the input field, then select "Add" to create a new option.
- Use the dots next to each option to re-order the listing. This order will determine the order employees see the list of options.
- Select "Create" to add the new Custom Field to the library.
- Within the library, hover over the action wheel to edit or delete fields.
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