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Managing Custom Fields

Add, edit, and delete custom fields

Updated over 2 months ago

Custom fields are only available for the Business and Enterprise plans.

Custom fields let you segment employee data more effectively, providing deeper insight in analytics.

Examples of custom fields include:

  • Department

  • Location

  • Job level

  • Age group

Viewing custom fields settings

  1. On the left panel, click on Settings > Custom fields

  2. The number of available custom fields for your plan will be shown

Adding a custom field

  1. Click Add custom field

  2. Enter the name of the field

  3. The field type is Single select (cannot be changed)

    • This means that each employee can only have one option selected

  4. Add options for the field (minimum 1, maximum 20)

  5. Click Add

The new field will appear on the main page. A new column will also be added to the employee table, and the field will show in each employee’s profile.

To tag custom field options to employees, see Tagging Custom Field Options to Employees

Editing a custom field

  1. Click Edit beside a custom field

  2. Update the name or options

  3. Click Save

📝 Notes:

  • Editing the field name updates it everywhere (employee table, profiles, analytics)

  • Editing an option updates it for all employees already tagged to it

  • Deleting an option removes it from all tagged employees, reverting their value to Unknown

Deleting a custom field

  1. Click Delete beside a custom field

  2. Enter Confirm (case-sensitive)

  3. Click Delete

📝 Note:
Deleting a custom field permanently removes all related data. It will no longer appear in the employee table, employee profiles, or analytics.

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