Refer to this article if your version is above 7.4.1
Organizations gather a variety of information from employees for many reasons. few of the many reasons could be to :
- Establish contact information necessary for the company.
- Bank information for salary remittance.
Apart from the above reasons, a company may need additional details such as blood type, marriage date and etc. The company may need this data for various reasons. It can be challenging to gather different types of unique information as systems may not have the capability to add custom data but only the basic data such as Name, Gender, Age, Work Experience and etc. However OrangeHRM platform allows a company to create custom fields and gather a variety of unique data.
This feature allows the admin to customize and add fields to all the screens of the PIM Module that may be specific and relevant to the company. To add a custom field first, the user needs to create a section. By creating a section will allow adding multiple custom fields in a single section.
Go to PIM -> Configuration -> Custom Fields.
Step 1 - Click the ‘Add’ button (placed top right of the page) in the 'Custom Field Sections' screen. Upon clicking the button 'Add Custom Field Section’ Screen will pop up as below.
Step 2 – Complete the following fields.
|
Field |
Description |
|
Heading |
Title for the new section. |
|
Screen |
Select the screen to the which the heading should be linked to. Some of the screen options in the drop down are shown as below:
etc. |
Step 3 – Click ‘Save.’ Upon clicking the button the new section is added to the list.
Step 4 – Click the 
button which is next to a section in order to edit the section or the custom fields within the section. Upon clicking, the following screen will be enabled.
Step 5 -Users are only able to edit the ‘Heading’ of the section. Once the heading is edited click the ‘Save’ button.
Step 6 - By clicking the 
and 
arrows the user can sort the order of the custom fields that should be displayed under the personal information of the employee in the PIM module.
Step 7 - If the user requires to edit a 'Custom Field' then click the 
button. Upon clicking the button the following screen will be shown.
Step 7 – Complete the following fields.
|
Field |
Description |
|
Field name |
Name of the new field |
|
Type |
Type of the field can be selected as Text, Dropdown, Number, etc |
|
Select Options |
Upon defining the 'Type' the user has to define the options for the selected 'Type'. |
|
Required |
Make the field mandatory by clicking this checkbox. |
|
Available |
The user can make the field available for all employees or for a specific location(s). |
|
Conditional Field |
Upon enabling this checkbox fields such as: 'Parent Field' and 'Parent Field Value' are made visible to the user. The user can set nested fields by setting a parent field. The availability of the child field will be dependent on the value of the parent field. |
Conditional Fields
Conditional Fields is a feature that allows us to enable or disable a custom field, based on an answer that is provided in another custom field in the same section; referred as the parent field. However, in order to use this feature, the parent custom field value type should be a dropdown.
In the below example, The parent field is "Blood Group" and the Parent Field Value is "AB".
Now according to the configuration, Custom Field "Family Doctor's Contact Number" will be enabled only if the Blood Group is selected as AB. For other answers, the conditional custom field will not be enabled.
Step 8 – Click 'Save' after making the relevant changes.