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. On the Dashboard menu, click the profile icon at the top right, then click "Company Settings".
    CF0. png
  2. Click   the Company tab, then select   Custom Field .
    CF1. png
  3. Click "Create field"  to input the information you want to add.
    CF2. png
  4. Then, the Create field form appears which you need to fill in as follows.
    CF3. png
    Explanation:
    No. Name of Button/Column Description
    1 Field name Fill in the name of the custom field that you will create.
    2 Edit 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 employees.
    • Employee transfer: This field can only be changed via Employee transfer.
    3 Show on Choose where this field will be displayed.
    4 Field type Define the type of this field.
    CF4. png

    - Text input: Type of text field to be input.
    - Text area: The text area field type.
    - Dropdown list: The field type is a dropdown selection.
    - Datepicker: A calendar-shaped field type.

    If you choose Dropdown, then you need to specify the options that can be selected in this custom field. Determine the number of options by clicking “+ Add option” or clicking the “-” icon to increase and decrease the options. Then, give each option a name.
    CF5. png

    5 Cancel/Create Select   "Cancel" to cancel the creation of a Custom Field or click  "Create"  to create a field according to the form that has been filled in.
  5. Hence, a pop-up appears indicating that the custom field has been successfully created and can be filled in through an Employee bulk update.
    CF6. png

B. How to Edit a New Custom Field

  1. On the   Dashboard menu, click the profile icon at the top right, then click "Company Settings".
    CF0. png
  2. Click the Company tab, then select   Custom Field .
    CF1. png
  3. Therefore, on one of the fields, click "Actions" and then  Edit.
    CF7. png
  4. The form Edit field will appear as shown below.
    CF8. png

    - A yellow notification may appear to inform you that the field cannot be edited because there is an employee transfer.
    - You can remove the option in the Field type Dropdown if there is no Employee transfer.

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

C. How to Delete Custom Fields That Have Been Created

    1. On the Dashboard menu, click the profile icon at the top right, then click "Company Settings".
      CF0. png
    2. Click the Company tab, then select Custom Field .
      CF1. png
    3. Click "Actions", then Delete.
      CF9. png
    4. The confirmation pop-up that appears will explain if the field has an employee transfer. To continue the process of deleting fields, type delete in the available column.
      CF10. png
    5. Then, click "Delete" .

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