Once you’ve created custom fields, you can tag options to your employees so that the data is reflected in the employee table, employee profiles, and analytics.
If no options have been tagged to an employee, the default value will be Unknown.
Tagging options when adding a single employee
After a custom field is added, it will appear in the Add Employee form
You must select an option for the employee in order to successfully add them to the platform
The selected option will automatically show up in the employee table
Tagging options for an existing employee
If a custom field was created after the employee was added, you can update it by going to the employee’s profile
Select the appropriate option for the custom field
Tagging options for multiple employees via CSV import
To update multiple employees at once, download the CSV template from the Hub
The template will contain columns for all existing custom fields
Fill in the values for each employee and upload the CSV
Our team will assist in tagging the values to your employees
📝 Notes:
If you tag an option that does not exist, the system will default to Unknown
Creating a new custom field column directly in the CSV without first adding it on the platform will not create the field