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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 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 appears which you need to fill in as follows.
    3.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.
    • Automatically calculated by system: This field cannot be changed by Admin or employees.
    3 Show on Choose where this field will be displayed. Currently this feature only allows you to select Informal education.
    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

    - Date: Field type in the form of a date.
    Example: custom field date = resign date + 1
    November 9, 2024 + 1= November 10, 2024

    - Number (days): The input field type is number (total days in numbers).
    Example: number (days) + join date:
    1 + March 16, 2024 = 3159 days (calculated from today, November 8, 2024)
  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.
    4.png

    Important
    You can link the custom fields you create to other features such as Informal education. By doing this, the data will not be displayed in My Info or linked to the employee.

B. How to Add Feature Fields

  1. On the Dashboard menu, click the profile icon at the top right, then click "Company Settings".
  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 information for the field you want to add.
    2.png

    Please take note that currently only the Super Admin role can manage informal education based on custom fields if the Show on selected is Informal education.

  4. So, the Create feature field form appears which you need to fill in as follows.
    5.png
    Explanation:
    No. Name of Button/Column Description
    1 Field name Fill in the name of the custom field that you will create.
    2 Show on Choose where this field will be displayed.
    3 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

    - Date: Field type in the form of a date.
    Example: custom field date = resign date + 1
    November 9, 2024 + 1= November 10, 2024

    - Number (days): The input field type is number (total days in numbers).
    Example: number (days) + join date:
    1 + March 16, 2024 = 3159 days (calculated from today, November 8, 2024)

C. 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.
    3.png
  4. The form Edit field will appear as shown below.

    - 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.
      4.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.
    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.