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:

-1- Go to the Employees List page then click on the required employee record to open their profile

2- Move to the Information > Personal details tab

3- Scroll till the Additional info section and click the Edit button

4- Enter the information in the predefined custom fields, then save the changes

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:

1- Go to the Settings page, and navigate to Organization > Data Import & Export page

2- Click on the Export action for the Custom Fields

3- Fill in the required fields in the exported template

4- Upload the file back into the system.

Related Articles:

Defining Custom Fields