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How do I add extra fields to the personnel files as an administrator?
How do I add extra fields to the personnel files as an administrator?

In this article we’ll explain how to add fields to the personnel files.

Nadja avatar
Written by Nadja
Updated over 10 months ago

Besides the standard fields, HoorayHR also offers the option to add additional fields, should you want to store more information from your employees.

If you navigate to an employee's profile, you will find the "Extra information" section at the bottom of the page. You can manage additional fields at the company level here. You can add sections and define the order of the fields yourself.

Different types of fields are supported: open text, numbers, date and multiple choice. Everything is possible!

Add fields

  1. As an administrator, go to a profile (of a colleague or yourself).

  2. Then, under emergency contact details, you will find the 'Manage extra fields' button.

  3. You will see the 'Manage extra fields' window pop-up.

  4. Click "+ Add", choose the type of field and give it a title.

View your additional fields at the bottom of the employee profile under 'Extra information'. You can now fill in these fields for each profile.

Adding a section and changing the order

  1. As administrator, go to a profile

  2. Click on 'Manage extra fields' at the bottom

  3. Choose "Add section", name the section and click “Add"

  4. By clicking and dragging the icon on the right, it is possible to change the order

Example: Add multiple choice

  • Click on 'Manage extra fields' at the bottom

  • Click on 'Add' > Multiple choice

  • Fill in the fields and preferences and select 'Add' at the top

  • Done!

Managing access rights

For each field, you can easily set which roles are allowed to view and edit the field. For example, you can choose to make a field visible to the employee, but only the administrator (or team leader) can fill it in. Or add a public field, which the employee can fill in themselves.

Delete fields

Removing them is also simple. Click on the 'Edit'-pen and then 'Delete'. To confirm, enter the name of the field.

Note! If you delete a field, this immediately applies to all profiles. It cannot be undone.

Extra fields in profile overview and Excel export

The fields can be found conveniently on the overview page of a profile. You can also export all extra fields for all your colleagues at once. Do this by going to the colleague overview and clicking the export button. For each extra field, a column will be added to the sheet.

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