13.1 Custom Fields/Employee Fields

13.1 Custom Fields/Employee Fields

Info
Custom Fields

Accessed via ‘Setup’ on the menu then ‘Custom Fields’, this window has various options for customizing fields and labels.


Info
Employee Fields

Custom ‘Employee Fields’ are shown on the Employee Details window and allow you to save customized information for each employee. The label or name for each field can be entered in the first text box. (These options will be available for reporting and exporting purposes.) Note if you wish to enter ampersand (&) in the name you will need to enter double (&&).

If the field is set to ‘Required’ the operator will be forced to complete the information in the field before they can ‘Save’ data they’ve just entered.

If the ‘Set Selection’ check box is selected, the operator will not be able to type in their own information in this field for the employee in the Employee Details window, they will have to choose from the list of predefined options. To add an entry to this list, type in one of the options in the ‘Update Set Selections’ box and click on ‘Save’.

If ‘Allow Duplicate’ is checked then duplicate field entries will be allowed.

Placing a check in the ‘Hide’ column for a field will prevent the field from displaying for users. Users who should be able to view hidden fields must be members of a User Group where ‘Show Hidden’ is applied on the Employees tab.




    • Related Articles

    • 5.2 Employee: Reminders

      Reminders 1. A reminder can be created for an upcoming event for any employee, from the Reminders tab. To do this, search for the employee, open Employee Details and click on ‘Add Reminder’ in the Reminders tab. Select the due date for the event and ...
    • 13.2 Labels

      Labels The default labels available from the Employee Details window, reports, and the file export can be changed here. Use Dates The Site, Department, Class, Company, and Occupation fields can be set to become date driven to work in the same way as ...
    • 5.6 Employees: Access Tab

      Access 1. The Access tab has two further sub-tabs, Enrollment and Access Group. 2. The Enrollment tab is where fingerprint capturing takes place, the Access Group assigns device access to individuals and determines zone sequencing and anti-passback ...
    • 13.3 Visitors

      Visitors Fields to be used in the Visitors module can be customized from this screen. These fields can also be used to import additional info from eSkan devices – please refer to the eSkan manual for further information.
    • 5.4 Employee: Documents

      Documents 1. Files may be uploaded and attached to employee profiles. Any type of file may be added. 2. A ‘Document Type’ may be selected, to categorize the file. Document types can be added or removed by going to ‘Setup’, ‘Document Types’. 3. To add ...