Manage employee profile data and custom fields in Simployer One

What are custom fields? 

Custom fields in Simployer One let you collect employee information that is not included in the standard employee profile. To display a custom field on an employee profile, create the field, add it to a group, and assign that group to a profile template. An employee can only have one profile template assigned. 

Before you begin 

You need administrator access or permission to manage custom fields and employee profile settings. 

• Plan what information you need to collect. 
• Decide which employees need the field. 
• Decide who can view and edit the field. 
• Check whether a similar field already exists. 
• Avoid collecting sensitive personal information unless required. 

How do I create custom fields? 

1. Go to the employee profile settings and open Custom fields. 
2. Click Create custom field. 
3. Enter a field name. 
4. Add guidance text if required. 
5. Select the field type. 
6. Configure visibility and editing permissions. 
7. Save the field. 
8. Repeat for additional fields. 

Important: Choose the correct field type before saving. Changing the field type later may affect stored data. 

Which field type should I use?

How do I create groups for custom fields? 

1. Open the custom-field group settings. 
2. Select Create group. 
3. Enter a group name. 
4. Add the relevant custom fields. 
5. Arrange the fields. 
6. Save the group. 

How do I create profile templates? 

1. Open Profile templates. 
2. Select Create profile template. 
3. Enter a template name. 
4. Add the required groups. 
5. Arrange the groups. 
6. Save the template. 
7. Assign the template to employees.

Important: An employee can only have one profile template. Ensure it contains every required group.

How do I edit custom fields, groups, or profile templates?

You can update names, descriptions, permissions, options, groups, and profile templates after they are created. Review existing employee data before making significant changes.

Recommended practices 

• Plan your field, group, and template structure before creating it. 
• Use consistent names. 
• Group related fields together. 
• Restrict access to sensitive information. 
• Test profile templates before assigning them broadly. 
• Review unused fields regularly.