Custom Field Configuration

Use the Custom Field Configuration window to set up data fields specific to your district.

If a custom field will use tags as values in a pull-down list, you'll need to first create tag groups and add tags to them. Then add the custom field configuration.

1. Select Custom Field Configuration from the Administration > Configuration window, and that window opens.

2. Click Add, and the Add Custom Field window opens.

3. Complete the fields as described. Required fields are marked with a red asterisk.

• Entity: Select from the pull-down list. Currently Employee is the only entity available.

• Type: Select from Date or Tag Group. If you select Tag Group, the Tag Group field becomes visible.

• Tag Group: Select from the tag groups in your database.

• Field Display Name: If the field is a date field, enter the field name you want displayed on the employee record. If the field comes from a tag group, the tag group name is the default, but you may change it.

• Description: Enter text as needed.

• Visible: Leave the box checked if you want this field to be visible on employee records.

4. Click Save, or Save and Add to create additional custom fields.

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