User Defined Fields (UDFs) are used to hold data on the system that are specific to an individual organisation and are not available as standard. To find out how to configure your user defined data, watch the video or follow the below steps.
📌Note: We recommend you apply configuration changes in a test environment first to confirm they work before deploying to live.
Go to the People Management Dashboard.
Click the Data Centre tab.
Click Open on the HR Admin Setup Settings option.
Click User Defined Objects.
Click Add.
Input a Reference Code and Description.
Click Save.
Click the three dot menu on the relevant UDF, then click Data Labels.
Create the data labels, ensure the Active toggle is on, then click OK.
Click the three dot menu on the relevant UDF, then click Advanced.
Select Employees, or Post Appointments as required.
Enable or disable the following toggles.
Display on CorePortal allows employees and managers to view the UDF, provided they have the relevant menu options enabled.
Allow Update on CorePortal allows employees and managers to update the UDF, provided they have the relevant menu options enabled.
Hide Dates on CorePortal hides the From Date and To Date fields on all Portal screens, and will impact on the employee's, manager's and HR administrator's view of the UDF.
Click OK