Creating custom fields

Creating custom fields

Menu : Setup > HR Setup > Custom Fields
Accessible to : Application Administrator

In EazeWork HRMS custom fields can be added in different modules as listed below. Maximum of 12 custom fields can be added in any of the processes / forms which are available on this page.

1. HRIS module

Custom fields added here will be visible on My Profile page in Personal, Official, Additional details and Health record sections. These fields can be also be seen in Detailed Employee List report. For a multi company setup these fields need to be defined separately by each company.

 Options available
- Fields added here can be made visible to employees or hidden from them
- If a field is made mandatory then updating it would be compulsory by HR Manager whenever he edits the My Profile page
- Fields can be of any of the following data types : Date, Dropdown, Number, Text
- If the field is deactivated then it would not be visible to anyone anymore
- You can delete a field which has been updated. Deletion will delete all the data which has been filled up against the field

If you set data type as drop down type then you will have to define drop down value as shown in image above.
- The dropdown option can also be deleted, deletion will remove the value from all places where it had been updated 

2. Asset module

You can create custom fields and use them to capture information against the asset. These fields can be also be seen in Owned by Company report Detailed option. 

3. Attendance & Leave module

You can create custom fields in this section which will be available while submitting a Tour request. These fields can be also be seen in Tour report.

4. Training module

You can create custom fields in this section and use them on the training master form.

5. Expense module

From this tab you can create custom fields which can be used in two different places
1. Expense form header - you can create custom fields if you want some additional information to be captured at the form header level
2. Expense head - if you want to use additional fields while filling up the expense you can create custom fields and map them to expense heads


After the custom heads have been created, those in "Expense" category need to be mapped to the appropriate expense heads as shown below.
 

6. Recruitment module

There are two types of custom fields available in Recruitment module.
1. Candidate fields - in case of multiple company setup these fields are available when you select "All" in the company dropdown. In single company setup it is available in the table by default.


2. Offer fields - these fields can be added in the offer approval format or offer letter. These are mapped to a company in case of multiple company.

7. Advanced Helpdesk module

If you want to add custom fields on the ticket form you can do so by adding fields here.



    • Related Articles

    • Creating custom feedback forms

      You can create the following feedback forms using the custom form builder - 1. Exit Interview Form 2. Probation Confirmation Form 3. Survey Form 4. Training Feedback Form Most of the form is designed in a similar manner while there are some unique ...

    • Candidate parameters and fields

      1. Candidate Parameters Menu Path : Setup > HR Setup > Recruitment > Candidate Parameters tab Accessible to : Application Administration On this tab the following can be setup 1. Attributes which can be specified in a job opening which are then ...

    • General Setup > Custom Emails

      Menu Path: Setup > Common Setup > General Setup > Custom Emails tab Accessible to: Application Administrator Emails are sent from EazeWork HRMS in multiple ways 1. As alerts when predefined events happen - most of these emails cannot be configured as ...

    • Creating new letters

      Menu Path: Setup> Common Setup > General Setup> System Documents tab Accessible to : Application Administrator Application Administrators can create new letter formats which can be generated and issued by HR Manager to employees. Steps to be followed ...

    • Creating Performance Plans

      Menu Path : Setup > HR Setup > Performance > Plan Design tab Accessible to : Application Administrator On this tab you can create and manager performance plans. Performance plans are used in performance cycles. You can create multiple performance ...