If you have set up Custom Fields for Employees, these are displayed on the Employee - Custom Fields tab in FYI.
Note: Changes to Employee Custom Fields can only be made by an FYI Admin or a User assigned to a User Group with access to Employee - Management or Employee - Access. Refer to Managing User Groups.
Displaying and Using the Custom Fields
Employee Custom Fields are displayed and maintained on the Employee - Custom Fields tab.
If Custom Field Groups have been enabled, the Employee - Custom Fields tab will be displayed similar to below. Refer to Grouping Custom Fields
You can add one or more Custom Fields as columns in the Employees List, as well as use Custom Fields to sort and filter the data. Refer to Employee List.
Custom Fields can also be used in Automations to create Custom Processes, for example, creating an onboarding process based on the Employee's Start Date. Refer to Custom Processes.
Editing Employee Custom Fields
Changes to Employee Custom Fields can only be made by an FYI Admin or a User assigned to a User Group with access to Employee - Management or Employee - Access.
The Edit Custom Fields icon is displayed.
Use the Hide Blank option to toggle empty fields on and off from view. Your preference will be remembered the next time you visit the tab.
Clicking the Edit Custom Fields icon allows multiple Custom Fields to be edited.
To edit an Employee Custom Field:
- In FYI, navigate to Practice - Employees.
- Click on the Employee name to open the Employee Workspace.
- Click the Custom Fields tab.
If Custom Field Grouping is enabled, the tab will be displayed as per below. - Click Edit Custom Fields. The fields will become editable.
- Enter or select the new value for the Custom Field.
You can only enter or select a value according to how the Custom Field has been defined, for example, as Text, a Checkbox, select from a Drop-down, Number, etc.
The following is an example of entering the value for a Date Custom Field.
- Click Save at the bottom of the screen to save the changes made to all the Custom Fields, and take the Employee record out of editing mode. Changes are recorded in the Activity tab. Refer to Employee Activity.
Grouping Custom Fields
Custom Fields can be displayed as a Group or a List.
Click the Group button in the top right-hand corner to display Custom Fields in separate groups, with each group able to be expanded and collapsed by clicking the Group Name. An FYI Admin can manage which Custom Field belongs to which Group, and the order the Custom Fields are displayed in. Refer to Grouping Custom Fields.
To re-display the Custom Fields in a single list, click the List button.
When navigating between the Employee, Client, and Job Custom Field tabs, your choice of Group or List view is automatically retained. The Group that is currently expanded will remain expanded.
Reordering Custom Fields
The display order of Employee Custom Fields can be maintained by an FYI Admin, allowing practices to reorder the Custom Fields to their preference. Refer to Managing Custom Fields.
Clearing Employee Custom Fields
If a value has been added to a Custom Field text box, highlight the contents and press Delete or Backspace on the keyboard. After saving the settings, the Custom Field will be displayed with a hyphen (-).
To clear a Custom Field that's a date or drop-down, click the X next to the Custom Field.
Employee Custom Field Definitions
The Client Custom Field definitions can be maintained in FYI by an FYI Admin who can add, edit or remove Custom Fields (refer to Managing Custom Fields).