Custom Fields Tab

To add a new Employee Data Custom Field:

1. From the main menu, click System Setup, then click Company Settings.
2. Click on the Custom Fields tab.
3. Click the Add New Field button.
4. Insert your cursor in the Name field and enter the name of the new field. This name should indicate the information you are seeking (Date of occurrence, Employee Comments, etc.) (This field is mandatory.)
5. Click the Field Type dropdown arrow and select the type of field you want. (This field is mandatory.)
6. If you select Radio Button Group or Drop-Down Group, the Options box to the right will activate. Insert your cursor in the Options box and type the item you wish to appear first in your list. Press Enter on your keyboard. Repeat until all desired choices have been entered.
7. Click Save on the toolbar.
8. Continue adding customized field names by repeating steps 2 through 7.

To edit or delete a Custom Field:

1. From the main menu, click System Setup, then click Company Settings.
2. Click on the Custom Fields tab.
3. Click either the Edit icon or the Delete icon beside the field you wish to edit or delete.
4. If you choose Edit, the Name, Field Type, and applicable Options will appear. Make your edits and then click Save on the toolbar.
5. If you choose Delete, a warning box will appear asking if you are sure. Click Yes to confirm the delete or Cancel to return to the Custom Fields screen.
6. Click Save on the toolbar.

To change the order in which Custom Fields display on the Employee Data screen:

1. From the main menu, click System Setup, then click Company Settings.
2. Click on the Custom Fields tab.
3. In the Order column beside the field you wish to move, click on the arrow pointing up if you wish to move the field up, or on the arrow pointing down if you wish to move the field down.
4. Click Save on the toolbar.