Custom Fields

A new feature has been added to ZenHR, allowing HR admins to further customize employee information and miscellaneous requests. Custom Fields allow you to add employee-related information that is not covered by the default fields.

TABLE OF CONTENTS

• How to add Custom Fields
  • Setup
    • Employee Level
    • Miscellaneous Request Level
  • Employee Management
    • Filtration of Custom Fields Data
  • Reports

How to add Custom Fields

Setup

User Menu à System Preferences à Adminstarive Setup à Custome Fields

A new option has been added to the Settings page allowing you to add any required 

custom fields to employee profiles and miscellaneous requests.

By clicking the button Add a New Field, you will be able to add the required custom field on the employee level or on the miscellaneous request level. Admins will need to add the name of the required field, data type, and field level. 

In the Data Type option, admins can choose the data type of the custom field they would like to add. There are currently three choices to pick from:

1. Text: This field allows you to enter free text. Only plain text can be entered, including letters, numbers, and symbols.
2. Date: A date picker will appear next to the field on the employee’s profile, to specify a date value for the custom field.
3. Dropdown: Admins can insert a drop-down list of valid entries, allowing admins to choose the desired options they would specify to be shown in employee profiles.

Admins can also choose to show custom fields and their values during the employee’s termination process and decide whether those fields are mandatory or not.

You will be able to activate and deactivate custom fields to be shown/hidden on employee profiles or miscellaneous requests. 

Employee Level

All custom fields that are added on the employee level will be added under the Custom Fields tab on the employee profile, where admins can add the desired value for the chosen custom field. 

Miscellaneous Request Level

Adding Custom Fields on Miscellaneous Requests Level will allow you to further customize your miscellaneous request. 

Employee Management

Main Menu à Employees à Employees Management 

Once the custom field on the employee level has been added in settings, admins can add the values in the Custom Fields tab in employee profiles.

Admins can also import the desired values of any custom field by clicking on Import Custom Fields in the Custom Fields Settings page and download the template that includes all employee-level custom fields. Once the values are added to the template and imported, they will be reflected on employees’ profiles. 

Filtration of Custom Fields Data

Admins will now be able to filter out employees with specific custom field values through the Employee Management page. 

Reports

Admins will be able to extract reports that include custom fields and their values. The currently available reports are Employee Report and Custom Report Generator.