Employees

Custom fields and other contacts

Add your own fields to every employee record, and keep other phone numbers and emails.

On this page

What this does

The Profile tab can show fields you define, and extra phones and emails with a label.

Show custom fields

  1. Go to Settings › Custom fields. See Custom fields.
  2. Add a field. It then appears on every employee's Profile tab under Custom fields.
  3. Fill it in when you save the employee. The field is checked by its type: text, date, number or choice.

If none exist, the tab says "No custom fields yet. Add them under Settings › Custom fields."

Add another phone or email

  1. Open the employee and choose the Profile tab.
  2. Under Other phones and emails, choose Add phone or email.
  3. Choose the Type: Phone or Email.
  4. Choose a Label: Mobile, Home, Work, Personal or Other.
  5. Enter the Phone or email.
  6. Tick Preferred for the one to use first. Only one of each type can be preferred.

Good to know

  • Remove an entry with Remove.
  • Custom fields do not change pay. They are for your own records and reports.
  • The main email on the Profile tab is the one used to send pay stubs.

See it in your own numbers.

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