Creating and managing custom fields in user profiles

User profiles in Papervee can be customized by creating new categories of fields and new fields. Custom categories and fields appear on each user's profile. Fields can be "public" or "non-public". If a custom field is not public, users with the "employee" role will not see this field. Only users with manager roles will see non-public fields and their contents.

Custom Field Categories are a way of grouping custom fields. A category can contain an unlimited number of fields, but for better organization, it is recommended to divide new fields into categories with descriptive names, such as: "Benefits", "Equipment", "Projects", etc.

Custom Fields Contain the Following Properties:

Custom Field Name - the name of the field. Use a descriptive name that is understandable by every user in your workspace.

Identifier - a unique identifier of the custom field. This identifier is needed to use data from custom fields in generating documents. It is recommended that the identifier be identical to the custom field name but should not contain diacritics or symbols. After creating the custom field, "%" symbols will be added at the beginning and end of the identifier, and any space will be replaced with "_".

Public/Non-Public - Public fields can be seen by any user. Non-public fields can only be seen by manager users.

Field Type - can be:

• Text input  - a simple text box. Accepts any text, but is recommended for short texts.
• Text Area -  a large text box. Accepts any text and is recommended for data containing long texts.
• Date - a field that accepts calendar date information. Input is made by selecting the date from a calendar.
• List - a field containing a list of information. Information can be text, date, or text and date. Multiple lines can be added.
• Dropdown -  a field with predefined options with a single selection choice.
• Radio -  a field with predefined options with a single selection choice.
• Checkbox  - a field with predefined options allowing multiple choices to be selected (ticked).

Creating a Custom Field

Attention! Custom fields can only be created or managed by the Owner user or HR Manager with the right to access company settings.

To add a new custom field, follow these steps:

1. Navigate to the "Settings" page in the Papervee Core HR platform through the left-hand menu;
   
2. Navigate to the "Papervee Apps" section via the top menu;
3. Select the "Users" category;
4. At the "Custom User Fields" box, click on "Manage Fields";
5. If you have not created any field categories, click the "Create a New category of fields" button, name the category and click the "Create Category" button.;
6. On the right side of the desired field category, click the add button (symbol "plus in a circle");
7. Define the properties of the new field;
8. To finalize, click the "Create Custom Field" button.

Modifying a Custom Field

To modify a custom field, follow these steps:

1. Navigate to the "Settings" page in the Papervee Core HR platform through the left-hand menu;
   
2. Navigate to the "Papervee Apps" section via the top menu;
3. Select the "Users" cateAt the "Custom User Fields" box, click on "Manage Fields"
4. Next to the desired field, click the edit button (pencil symbol);
5. Modify the properties of the field;
6. To finalize, click the "Save" button.

Attention! The type of an already created field cannot be changed. If you wish to modify the type of a field, you need to delete and recreate the field. Deleting the field will result in the deletion of all data saved in that field in each user's profile!

Deleting a Custom Field

To delete a custom field, follow these steps:

1. Navigate to the "Settings" page in the Papervee Core HR platform through the left-hand menu;
   
2. Navigate to the "Papervee Apps" section via the top menu;
3. Select the "Users" category;
4. At the "Custom User Fields" box, click on "Manage Fields";
5. Next to the desired field, click the delete button (trash can symbol);
6. To finalize, confirm the intention to delete the field.

Attention! Deleting the field will result in the deletion of all data saved in that field in each user's profile!

Filling in a Custom Field

Filling in custom fields can be done when adding a new user or after their addition. To fill in a new custom field, follow these steps:

1. Navigate to the "Employees" page in the Papervee Core HR platform through the left-hand menu.;
   
2. Next to the desired employee, click the edit button (pencil symbol);
3. Select the custom field category where you want to fill in the field with information;
4. Fill in the field with the desired information;
5. To finalize, click the "Save" button.