Custom fields

Custom fields let you capture details that are specific to your workspace, such as an employee ID, department, cost code, or work order. You define a field once and it appears on the matching records.

Two places to add them

• On employees — open the Custom fields action on the Employees page. Use these for details about a person, like an employee ID or department. Admins fill employee fields on the employee record.
• On time entries — open the Custom fields action on the Time Entries page. Use these for shift-level details like a cost code or work order. Employees fill time-entry fields on the Clock page while a shift is open; required fields must be filled before clock-out.

Creating a field

Give the field a Label, choose a Type — text, number, a dropdown of options, a checkbox, a date, and more — and mark it Required if it has to be filled. Drag or set the Sort order to control where it appears in the form.

Retiring a field

Press Archive to stop collecting a field. Records that already have a value keep it; new records just won't show the field. Restore brings an archived field back.