Custom Fields let you capture and store extra information about your team members that isn’t included in default fields. You can use them to personalize data collection and keep important team information organized.
Examples: T-shirt size, driver’s license, professional certifications.
⚠️ Don’t use custom fields for sensitive info like SSNs.
Custom fields section located in the Admin View.
Add and manage custom fields
📌 Access needed: You must have the Create and edit custom fields permission to continue. If you don’t have it, contact your Super Admin.
Add custom fields
In Admin View, click Custom Fields.
Choose the object in which you wish to create Custom fields for:
Location
Department
Position
Team
Click on the ⨁ Add custom field button.
The field title and field type are mandatory fields which needs to be populated before creating a custom field
Field Type: Choose between free text, single select, number, or date
Mandatory Field: You have the option to mark a custom field as required
Note: There is a limit of 20 custom fields per object. However if you need more custom fields, please reach out to Workstream point of contact for help.
Newly added custom fields will be added in the Additional Information section of each object.
Make changes to custom fields
In Admin View, click Custom Fields.
Click the three-dot menu (•••) beside the custom field you wish to manage.
You'll have two (2) options:Clicking Edit allows you to edit the field title and supporting text but not the field type.
Clicking Delete will allow you to remove the custom field including any information previously collected.
Using custom fields in the Team tab
Starting March 19th, 2024, you can now use custom fields on the Team tab. This lets you record non-standard data like t-shirt size, driver’s license, or Professional Certification ID for each team member.
Here’s how to manage custom fields, as well as use them when bulk importing team members using templates.
View and edit custom fields in your team members' profile
Custom fields you create for the Team tab will appear in the “Additional Information” tab in your team’s profile. Here’s how to view and edit them.
Go to the team view, then select Team.
Select a team member's name to see their profile. Then, go to the Additional Information tab.
Select Edit, then fill in the information specific to the custom field.
Note: In the image above, the custom fields used are "Uniform Size" and "Jacket color".
Custom fields in bulk importing team members
When you import multiple team members at once using templates, you'll see new columns for the custom fields you've added for Team Management. These columns will be labeled Custom - [your field name]. Here’s what you need to do.
Bulk import team members.
When selecting a template, take note of the following:
.XLSX and .CSV templates will automatically have the custom fields you've added as columns
The Google Sheets template won’t have the custom fields as columns. You will have to add these custom field columns manually using the format Custom - [your field name]