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DocumentationEmployeesManage your employees in Weplanify

Add your own fields to the employee record

In Weplanify, add to every employee record the information that is specific to your business: uniform size, driving licence, blood group, etc.

In Weplanify, custom fields complete the employee record; they appear in the Custom fields section of the Information tab.

The Manage fields window: the Uniform and equipment section with three fields
The Manage fields window: the Uniform and equipment section with three fields

Steps

  1. On an employee record, open the ⋯ menu then Manage fields.
  2. Click Add section (for example "Uniform & equipment").
  3. In the section, click Add a field: label, type (text, number, date, yes/no, list of choices) and placeholder.
  4. Tick Required, Visible on form or Show on list, then Save.
The new Safety shoe size field, of Number type
The new Safety shoe size field, of Number type

Good to know

  • Fields apply to every record; each record fills them in with Edit.
  • Drag sections and fields to change their order.
  • With "Show on list", the field can become a column of the employee list.

Go further

Search and filter the employee listIn Weplanify, the employee list can be searched by name, filtered by group or criterion, shown as a table or as cards, and it also lists the managers.Your company settings in WeplanifyIn Weplanify, settings are sorted by theme in a menu on the left: company, approvals, expenses, time and attendance, leave, payroll and account.The employee recordIn Weplanify, the employee record brings together everything about a person in five tabs, with sections that you edit one at a time, separately.