Creating and Entering Data in Custom Fields

Administrative Users can add additional employee fields to gather desired information in Performance Pro. Custom fields are created from System Setup > Company Settings > Custom Fields.

Once created, the custom fields will appear on each employee’s Manage Employees > Employee Data > Custom Fields tab. Data can be entered/edited in these fields by Admins and Company Unit Admins.

Note: This tab is "read only" from the appraiser role. The employee role does not have access to this tab.

Note: Custom Fields will not be included in any Performance Pro reports, unless a custom report is requested and created for these fields (Additional costs may apply.)

Adding a Custom Field

From System Setup > Company Settings > Custom Fields, click Add Field.

Give the field a name, choose the field type from the “Field Type” dropdown, enter details as appropriate (depending on which field type you select) then click Save.

The following field types are available:

Single Line Text Field: Creates a question or statement that will be followed by a single-line text box that allows up to 100 characters.

Comment Box: Creates a question or statement that will be followed by a text box that allows a large amount of text, up to 4,000 characters. 

Radio Button Group: Creates a list of choices with radio buttons. Users will be prompted to select one option from the list of choices the Administrator has entered in the “Options” box. 

Checkbox: Creates a question or statement that will be followed by a checkbox. This is typically used as an acknowledgment. 

 Date: Creates an empty field with a calendar icon beside it. 

Drop Down Group: Creates a dropdown list where Users can select one from the list an Administrator has entered in the “Options” box.

Field Action Items

Once added and saved, custom fields can be edited, reordered (by using the up/down arrows), or deleted by using the icons in the “Actions” column.