You can build various types of fields including free-text for notes, or single/multi-select dropdowns for standardized responses.

1. Log in to the Employment Hero platform.
2. On the left-hand primary sidebar, click the Settings menu icon.
3. Under the Customization heading, click the Custom Fields submenu.
4. Click the Create New button.
5. Define the Field Content:
   • Name: Enter a clear label (e.g., "Provincial Safety Certification Number").
   • Type: Select from Free text, Single selection (dropdown), or Multi section (checkbox list).
   • Hint: Provide a short tip to help the user fill out the field correctly.
   • Description: Enter a detailed explanation of what this field is for.
6. Click the Next button.
7. Set Access and Logic:
   • Permissions: Use the dropdowns to determine if Managers and Employees can see the field (Hidden, View only, or View and edit).
   • Mandatory: Toggle this on if the field must be completed before saving the profile.
   • Capture during onboarding: Toggle this on to include the question in the self-onboarding workflow for new Canadian hires.
   • Notifications: Choose whether to send an email alert to employees when this field is updated.
8. Click the Save button.

As your Canadian organization grows, you may need to update field labels or adjust who can see the data.

How to Edit a Custom Field

1. Navigate to Settings Custom Fields.
2. Locate the field you wish to change and click the Actions button.
3. Click the Edit button.
4. Modify the name, type, or descriptions as needed and click Next.
5. Update the user permissions if necessary and click Save.

To keep your employee files clean, you can remove data points that are no longer relevant to your operations.

1. Navigate to Settings Custom Fields.
2. Locate the field you want to remove and click the Actions button.
3. Click the Delete button.
4. Click Confirm to permanently remove the field and any data associated with it from employee records.