Creating custom fields 

  1. Go to setup
  2. Select custom fields
  3. You can add up to 5 custom fields.  The sky is the limit here.  What information do you want to know about your org chart, viewing reports, etc.  Some common examples we see include:
    1. Sub-Department (Total Rewards, Talent Acquisition, Employee Experience, etc.)
    2. Office Location (Eagleton, City Hall, Fire House 3, etc.)
    3. Job Code
    4. Accounting Unit 
    5. Acquired company

   You can configure each custom field on visibility and editability.  Here is an overview of each one.

Updating Your Org Chart

  1. Go to setup
  2. Select Team
  3. Select Import 
  4. Download the current template
  5. Update the spreadsheet.  Once complete move to step #6
  6. Select the new file and upload it as a "Full Upload"

Searching the Database

You can now search through the data base for everyone who is part of a custom field.

That will show you all employees who are part of that custom field.

Slicing Data in Insights

You can filter insight data by these custom fields to check on that subset of users.

Additionally you can group dashboards by certain groups.