In addition to the standard fields, HoorayHR offers the option to add additional fields for information you need as a company. These could be fields for contact information, specific appointments or other company-related data.
Adding fields to the personnel file
Follow these steps to add extra fields:
Via
Colleagues, open an employee's profile.Below the emergency contact details, you will find the
Manage extra fieldsbutton. Click this to manage the fields.In the pop-up window, you can click
+ Addto add a new field. You can choose from different types of fields, such as text, numbers, date or multiple choice. Enter the name of the field and choose the appropriate type.After adding the field, it appears under the
Extra informationsection on the employee's profile. You can now enter data for this field.
Good to know: If you add an extra field in one profile, this field is immediately available for all profiles in the environment. The field can then be filled in individually for each employee.
This also applies when you delete a field: you then delete it for all employees. This cannot be undone.
Adding and organising sections
To better organise fields, you can add sections. This helps put related information into groups.
As described above, open an employee's profile.
Click the
Manage extra fieldsbutton again .Click
Add sectionto create a new section. Give the section a name and clickAdd.You can easily change the order of fields and sections by clicking on the section or field and dragging it to the desired place.
Manage viewing and editing rights
When adding a field, you can always specify who can view and edit the field. This can be for the employee himself (e.g. pension scheme), or only for administrators and team leaders ( or everyone in the company.
Extra fields in profile overview and Excel export
All extra fields are also visible on the profile overview. In addition, you can easily export these fields for a total overview. You can read more about this here.