This help guide will explain how to use Tanda's custom fields feature, including details on what custom fields are, how to create them, and how they apply.
What Does This Help Guide Cover?
What Are Custom Fields?
Custom fields allow you to customise and extend the information you collect on Staff Profiles.
In addition to Tanda's default fields, you can create any additional custom fields that may apply to your team. These will appear under the Personal section of a Staff Profile. For instance, you may want to create a custom field to store an employee's T-shirt size, or one to track an employee's food allergies for team lunches, among other things.
Custom Fields can be marked as either required or optional.
Creating Custom Fields
To begin creating Custom Fields, navigate to Settings > Customise & Extend Tanda > Custom Fields.
Then, select + New Custom Field.
From here, you will be prompted to name your custom field, select the custom field type, nominate whether the field is required or optional, and mark if it is currently active.
If you select a multiple choice custom field, you will be prompted to add the multiple choice options. Your custom field will be created as a draft if you untick the 'Active' checkbox.
Once you are happy with your custom field, click Create.
Types of Custom Fields
We support multiple types of custom fields, including:
Text
Number
Date
Multiple Choice
Checkbox
Editing or Deleting Custom Fields
Once created, you can easily edit or delete your Custom Fields from the main summary page by clicking the EDIT or DELETE buttons. From this view, you can also see a summary of the type of custom field you created, and whether it is Active or Required.
If you want to edit a custom field, you will be directed back to the creation form.
If you want to delete a custom field, you will be shown the following pop-up, which confirms that you want to delete the field and notes that this process is irreversible.
If you want to hide the field from users without deleting it, you can mark it as inactive instead.
Viewing Custom Fields on a Staff Profile
Once created, custom fields will appear under the Personal section of Staff Profiles.
To view them, simply navigate to a Staff Profile via Workforce > Staff, select a user, and click Personal > Custom Fields.
Custom Fields will appear on Staff Profiles as follows:
Any optional fields that you created will be marked with "(optional)", while required fields don't have any additional designation.
Information for custom fields must be entered on this tab on the web. They cannot currently be entered in the app.