In this article you will learn:
How to set up custom fields for employee personal tab?
How does a custom field look like in employee profiles?
Can quick edit be used for custom fields?
Note: In order to set up custom fields in settings you have to have Administrator access.
How to set up custom fields for employee personal tab?
Login to your Bizimply account as an Administrator
Click on your name in the top right-hand corner, and in the dropdown menu select 'Settings'
On the left-hand side, select Employee
Under Employee, select Personal Settings
Under Personal Tab click on the 'Add Custom Field' button
6. Fill in the Custom field name
7. Select the required Field type 'text' or 'dropdown'
8. Click save
How does a custom field look like in employee profiles?
Custom field can be seen at the bottom of the employee profile personal tab as highlighted on the below image.
Can quick edit be used for custom fields?
Custom fields can also be filled out for employees with the quick edit tool.
Go to 'Employees'
Select check box in top left corner, beside 'Employee' to select all employees on the page.
If there is more than 20 employees in your location, you will need to scroll down the page to be able to select all the employees
4. Press 'Actions', on the right-hand side
5. Select "Quick Edit" from the dropdown menu.
6. At this point you can add more employees by clicking on the small arrow. (Or you can click straight into "Actions" before selecting employees by the checkboxes and choose your employees at this point).
4. Fill out the custom fields and click 'Save'
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