Add custom staff fields
Add up to 20 extra fields to every staff profile, such as a uniform size or a vehicle number, as text, number, date, yes or no, or a choice.
Custom fields hold details X does not ask for by default.
Add a field
- Go to Settings → Custom staff fields.
- Enter the Field name.
- Choose the Type: Text, Number, Date, Yes or no or Choice.
- For Choice, type the Choices separated by commas.
- Choose the Section of the profile it appears in: Profile, General, Personal, Employment or Bank.
- Tick Required if every staff member must have it.
- Select Add field.
You can add up to 20 fields. You need the Manage branches, sites, departments permission.
Where they appear
- On every staff profile, in the section you chose.
- As extra columns in the staff import template. See Import staff from a sheet.
To remove a field, select Delete in its row.
Related articles
Add a staff member
Choose the staff type, fill in the profile, employment, statutory and bank details, and save a new staff member in X.
Import staff from a sheet
Download the CSV or spreadsheet (XLSX) template, fill one row per person, check the sheet for problems, then add or update up to 2000 staff at once.
Edit a staff profile and record changes
Update a staff member's details, see their salary, attendance and leave tabs, and record confirmations, transfers and designation changes.
Still need help?
Write to us with your business name and what you were trying to do. We answer by email.