How to Manage Custom Field for All Employees in Settings Menu

Article author
Learning Center Mekari
  • Updated

Similar to my files category, companies can also add custom fields for employees. Custom fields are useful for employee information purposes. The reason is that complete employee information is needed for data collection purposes in the company. On Talenta, you can add additional information beyond what Talenta provides.

In addition, you can edit and delete custom fields that have been created. 

Here are the steps.

A. How to Create a New Custom Field

  1. Go to the “Settings” menu.

  2. Click the Company tab, then select Custom Field.
    CF1.png

  3. Click the “Employee info” tab, then select “Create employee field” to input the information you want to add. 
    1.png

  4. Then, the Create employee field form will appear, which you need to fill in as follows.
    3.png
    Description:

No. Button/Column Name Description
1 Field name Enter the name of the custom field that you will create.
2 Editing method

Select access edit field settings:

  • Only admin can edit : This field can only be changed by Admin.
  • Employee self-editing : This field can be changed by the employee.
  • Employee transfer : This field can only be changed via Employee transfer.
  • Automatically calculated by system : This field cannot be changed by Admin or employees.
3 Show on Select where this field will be displayed, such as My Info or CV.
4 Field type

Define the type of this field.

Text input : The type of text field to be entered.
Text area : The type of text area field.
Dropdown list : The type of field is in the form of a dropdown selection.
Datepicker : The type of field is in the form of a calendar.
If you choose Dropdown, then you need to determine the options that can be selected in this custom field. Determine the number of options by clicking "+ Add option" or click the "-" icon to increase and decrease the number of options. Then, give each option a name.
CF5.png
Date : The type of field is in the form of a date.
Example: custom field date = resign date + 1
9 November 2024 + 1 = 10 November 2024
Number (days) : The type of field entered is a number (total days in numbers).
Example: number (days) + join date:
1 + 16 March 2024 = 3159 days (calculated from today, November 8, 2024)

  1. Then, a pop-up appears indicating that the custom field has been successfully created and can be filled in via Employee bulk update.
    4.png

    Important
    You can link the custom fields you create to other features, such as Informal Education. Doing so prevents the data from being displayed in My Info or associated with the employee.

B. How to Edit, Delete, and Clear Employee Fields

  1. Still on the Custom Fields page on the Employee Info tab, you can take actions on the Employee fields you've created in the list. For any of the fields you've created, click "Actions". You'll see several action options, as shown below.

  2. To change a field, select "Edit . " The Edit Field form will appear as shown below.

    - A yellow notification may appear to inform you that the field cannot be edited because an Employee transfer is currently taking place.
    - You can clear the Field type dropdown if there is no Employee transfer taking place.

  3. Then, you can save the changes by clicking “Save changes”.

  4. To delete the Employee field from all the selected features, you can click “Actions” then “Delete”.

  5. Then, a pop-up like the one below will appear. You can click “Delete” to confirm the deletion.

  6. To delete the contents of the Employee field that has been created, you can click “Actions” then “Clear field”.

  7. Then, a pop-up will appear as shown below. You can click “Clear” to confirm the deletion.

C. How to Add Feature Fields

  1. Go to the “Settings” menu.

  2. Click the Company tab, then select Custom Field.
    CF1.png

  3. Click the “Include on feature” tab, then select “Create feature field” to input the field information you want to add. 

    As a note, currently you with the Super Admin role, you can manage informal education based on custom fields if the Show on selected is Informal education.

  4. Therefore, the Create feature field form appears, which you need to fill in, as follows.

    Information:

No. Button/Column Name Description
1 Custom field name Enter the name of the custom field that you will create.
2 Feature page Select where this field will be displayed, such as Informal education or Overtime .
3 Custom field type

Define the type of this field.

Text input : Short text field type.
Text area : Long text field type.
Dropdown list : Dropdown field type . If you choose Dropdown , you need to determine the options that can be selected in this custom field. Determine the number of options by clicking "+ Add option" or click the "-" icon to increase or decrease the number of options. Then, give each option a name.

Date : The field type is in the form of a date format. You can choose the date format provided as follows.

Number (days) : The input field type is a number (total days in numbers).

4 Required field Check to make this custom field mandatory for employees to fill in when filling out the form.

D. How to Edit, Delete, Activate/Deactivate Feature Field

  1. Still on the Include on feature tab page, you can take action on the feature fields you have created by clicking "Actions" on one of the fields you have created.
     

  2. To change the settings of a Feature field you have created, select Edit.

  3. You'll then see the Edit feature field form, as shown below. You can change the information in the available fields, then click "Save changes" to save your changes.

  4. To delete a Feature field you have created, select Delete.

  5. Then, a pop-up like the one below will appear. You can click “Delete” to confirm the deletion.

  6. To activate or deactivate a field, select Activate/Deactivate.

  7. Then, a pop-up like the one below will appear. You can click "Activate" or "Deactivate" as needed.

Furthermore, you can add custom field information that was created in bulk via bulk import to the Employee menu. This feature will make it easier for you to add information on employees simultaneously.