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Employee data custom fields

Learn how to create and manage custom fields to organize employee information.

Updated this week

Custom fields allow you to tailor employee profiles to your organisation’s unique needs, storing additional information — from personal preferences to professional details — in one central place. You can add new fields in various formats, such as date, number, or text, to create a complete and organised employee database.

Best practice

Use clear, descriptive labels and only include information that adds value to your employee records. Below are some examples:

  • Allergies

  • Dietary needs

  • DISC personality type

  • MBTI personality type

  • Religion

  • Display name

  • Primary work language

  • Work model

💡 Tip: Keep personal data limited to information that supports workplace well-being or operational needs. Always respect employee privacy and data protection standards.


How to create a custom field

  1. Click + Add first custom field / + Add custom field.

  2. A panel will appear on the right side of your screen. Fill in the required details:

    • Field name – the label that will appear in employee profiles.

    • Section – where the field will be grouped (e.g., Personal, Professional).

    • Type – choose the format that best fits your data (Date, Number, Single-line text).

  3. Once ready, click Add field to save.

Types of sections

You can organize your custom fields under the following predefined sections:

  • Address

  • Emergency contact

  • Employment details

  • Payroll information

  • Personal

  • Professional

💡 Tip: Organise custom fields by relevant sections to keep employee profiles clear and easy to navigate. For example, store dietary preferences under Personal and work-related skills under Professional. This helps HR and managers quickly find the information they need.

Types of field formats

When creating a custom field, choose the format that best fits your data. Choose from:

  • Date – for birth dates, anniversaries, etc.

  • Number – for numeric data like years of experience or employee ID.

  • Single-line text – for short text entries such as names, notes, or keywords.


Where custom fields are visible

After creating a custom field, it will appear in the employee’s profile under the section you chose when setting up the field.

📌 Note: You can’t create custom fields for the Company structure or Social media sections.


Access levels

Configure access for each employee profile data section by specifying which employees or teams can view and/or edit its items.

  1. Click on Employee profile data and select the section you wish to update the access level for.

  2. Click Edit access levels to modify its fields.

  3. To save click Save changes.

📌 Note: Learn more about access levels in User roles and access levels.

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