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Admin settings: employee fields
Admin settings: employee fields

Customize fields to employee detail forms | Capture employee details

Updated over 7 months ago

The Employee fields section lets you customize the required information when adding a new employee. You can update these settings anytime.

To navigate to your admin settings select the gear icon in the top-right corner.

From the left-hand side panel select Employees and Employees fields.

Add new custom fields

Under the Custom fields box, select Add custom field.

In the pop-up box that opens, fill in the details of the field that you want to set up.

  • Field label: The name of the field.

  • Field type: Choose the format the data will be captured in (e.g., text, number, yes or no, etc.).

  • Make this field mandatory: Check this box if the field needs to be mandatory.

Refer to the preview to see how the field will appear on the add employee form.

Once all the details are filled in, select Save to finish.

The field will be added to the list. You can always delete it by selecting the trash can icon.

The field will be visible under the Other Details section while adding new employees.

Default fields

Default fields are preset on the form. You can choose which fields you would like to make mandatory or not with the accompanying toggle. You can modify these settings at any time.

  • Employee ID: The employee identification number.

  • Title: The employee's role in the business (executive, manager, etc.).

  • Level: The hierarchy level under which the employee belongs.

  • Business unit: The business unit the employee is assigned to.

  • Department: The department the employee belongs to.

  • Sub-department: The sub-department that the employee is assigned to.

  • Mobile: Contact number of the employee.

  • Location: The location where the employee operates from.

  • Date of joining: The date the employee joined your business.

  • Approver: The approver assigned to the employee's expense reports.

If you have any more questions about setting up new employee fields, reach out to our support team at support@capitalone-fylehq.com.

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