Tailor the user card with custom fields to perfect the layout of your user cards.
In our example below, we have "Emergency Person" and "Emergency Number" fields which have been created and added to the default section "Contacts". The "Food Preference" and "Allergies" fields have also been created and added to a custom-made section named "Catering".
It is possible to add these custom fields in the "General"-tab and even associate them with contracts, so the fields are based on the job position and date of the contract.
This article covers three areas:
How to create sections
How to create custom fields
How to apply dependency logic
How to create sections
Custom fields can be associated with a section in either the "General"-tab or in contracts. It is possible to use the existing sections in the General-tab, which is "Personal" and "Contacts", but if a new section is needed then it must be created. This can be done from Menu - Administration - General Settings.
Here you'll find the settings depicted above, and the sections can be created - both general sections and contract sections.
After that, these can be used when creating the custom fields.
How to create custom fields
To create custom fields go to Menu - Administration - HR - Extra fields in user card, from where you will see a configuration page like below:
For the sake of efficiency, this article section will focus on the most important elements, which is:
Field types
Sections
Extra settings
Field types
There are several field types, which each have their set of rules:
Yes/No - here it's only possible to select either yes or no.
Number - only numerical numbers are allowed in this field.
Text - both text and numbers are allowed in this field.
Date - a date selector box.
Select box - a multiple-choice selection list.
Multiple choice - option to select more than one value.
Sections
On the right side, there are two settings that matter: "Use with change dates" and "Section".
When "Use with change dates" is enabled, the field will be associated with contracts. If it's not enabled, it'll be part of the "General"-tab.
Based on whether the field is associated with contracts or the "General"-tab different sections will be available.
Extra settings
On the right side there are two more settings worth of interest:
Required - this one makes the field mandatory.
Only for admin - this means that only administrators can see and edit this field.
Use in phone list - this means the field is also shown in the phone list, which other employees can get access to.
How to apply dependency logic
To make sure that only the right fields are shown at the right time, it's possible to work with dependencies. There are two types of dependencies; one is simply based on the job title and can only be used for fields that are associated with contracts, and then there's the dependency on the choice of other fields, which is more complex.
In the left section of the image above, the dependency settings are shown. In this case, it's set to trigger when the other field "Pension Agreement?" is used, and the action is that the given field "Pension%" will be unhidden.
The trigger values based on the dependency field. For instance, if the field type is 'Yes/No', then the field can be triggered based on the selection of "Yes".
Hide - which makes the field go from hidden to shown.
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