Adding / Updating Custom Field Data

Once the admin has finished defining all types of custom fields in the system from the settings page, they can start entering data into these fields using one of the following methods:

1. From the employee's file:

This method can be used if the admin wants to enter data directly for one employee from their file in the system.

The steps to follow are:

- Go to the View Employees page

- Select the employee

- Navigate to the Personal/Organization tab

- Proceed to the designated section (Others)

- Click on the Edit option

- Enter the information in the predefined custom fields.

2. By exporting/importing the custom fields template:

This method is suitable if the admin wants to enter data for a group of employees at once (bulk update). The steps are as follows:

- Go to the Settings Page

- Navigate to the Bulk Import/Export page

- Choose Custom Fields and then click on the export option

- Fill in the required fields in the template

- Upload the template back into the system.

Related Articles:

Defining Custom Fields