Assign user defined fields to employees

  1. Go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Employees, select User Defined Fields.

  2. Select the employee for whom you want to assign and configure a user defined field. The employee must belong to an organization to which the user defined field is associated.

  3. Under User Defined Fields, select the employee for whom you are adding the field value, and double click.

    The User Defined Fields page opens with a list of the user defined fields that were set up for the organization to which the employee belongs.

  4. Type or select a value for all user defined fields to assign to the employee.

  5. Click Save.

  6. To edit the employee’s user assigned fields, follow steps 1 to 3 above and, in the User Defined Fields page, edit the appropriate fields.

You can use the system’s multi-edit feature for multiple employees.

Common values for all selected employees are displayed, while fields with different values for selected employees are displayed as an *.

Selected employees can belong to multiple organizations; each organization has its own user defined fields. Only the user defined fields common to all employees are displayed and editable.

Update multiple employee profiles