Custom tabs in OrangeHRM allow users to create and customize additional tabs within the system. These tabs can be used to store specific information or data relevant to the organization's HR processes. Custom tabs provide flexibility in tailoring the HRM system to meet the specific needs and requirements of a company.

For example, a company might want to create a custom tab to store information related to employee training records or to track specialized certifications. By creating a custom tab, the HR team can input, store, and manage this information within the OrangeHRM system.

Please reach out to our support team through goldsupport@orangehrm.com or the consultant for help to configure the custom tabs.

Please go to Employee Management > More > Configurations > Custom Tabs

Step 1 -To create a new custom tab, click the + button and the below pop-up window will display. 

When setting this up, please communicate to the consultant or the support team member the specific user role permissions required to update or access the custom section data.

If you wish to organize data in a tabular format or if the dataset contains multiple values, activate the "Can have many records" option.

Once enabled, you can update the details within the employee profile as demonstrated below.

Refer to this article to see how to add custom fields for the custom tabs. How to use custom fields to capture additional employee data

Custom Tab Enhancements

Custom tabs have several enhancements that make it easier to organise and find information in records that hold custom fields.

• Improved configuration — refinements to how custom field sections are ordered and managed when you build a custom tab.

• Filtering on multi-value data — where a field can hold more than one value per employee, you can filter records by that field.

• Sorting on multi-value data — a defined sort order is applied to multi-value custom tab data, so it appears predictably across screens and reports.

• Date range filtering — date custom fields can be filtered by a period (from/to) rather than an exact date.
• Filters persist within your session — filters you apply to a custom tab stay applied as you navigate away and back, so you do not have to re-apply them.

Note: These enhancements apply to custom tabs that hold custom fields; standard tabs are unaffected.