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.  The options are 'Visible to All', 'User Editable', 'Use as a filter', and 'Use to group data'. The example below shows two custom fields, one that is visible to everyone and editable by each user, and one that is editable by each user, but is not visible to anyone else in the application. 

Using Custom Fields in Reports

Once defined, you will see options for custom fields appear in various dashboards and reports under the filter icon. In the example below, you can see the publicly visible field 'Office Location' available for both filtering and and grouping. 

Populating Custom Data

You can populate custom data either with the file upload, the SFTP sync, or the API sync process. To see an example of how your field names appear, on the org chart screen, click 'Download Current Template'. You'll see your new custom fields in that export. 

Viewing Custom Data

On Profiles

You can see the custom data when looking at a user's profile. The privacy options in the definition apply to all users. Admins will be able to see custom data regardless. In the example below, we can see the two custom fields in the 'Other Information' on a user's profile. 

In Searches

When you click the search icon in the main navigation, you can search for custom data values. In this example, typing 'Eagleton' lists everyone whose custom value for 'Office Location' is 'Eagleton'. 

In the reports and dashboard, you will see the custom field information displayed based on the visibility settings in Setup. 

In Setup

You can also use custom field information in Setup as well. 

For example, in the giving rules, you can create a rule that will give everybody from Eagleton a different monthly allocation. Remember that we created two custom fields, 'Office Location' and 'T Shirt Size'. These will be referred to as 'CustomField1' and 'CustomField2' in expression editors. The rule below will apply to everyone whose 'Office Location' is 'Eagleton'.