Custom personnel fields add details to the personnel file that Symiko does not know out of the box. Head office creates fields for every file in the system, but never sees the values. Partners create extra fields for their locations.
Create a field
In the browser, open “Menu” → “All settings” and then “Custom personnel fields” in the “People & permissions” area.
Tap “New field”.
Enter a “Name” and choose the “Type”: “Text”, “Number”, “Date”, “Choice” or “Yes/No”. For “Choice”, enter one value per line under “Choices”.
Set the “Section”, “Help text (optional)”, “Order” and “Applies to”.
Decide whether the field is “Required”, whether it should be “Visible to employee” and “Employee can edit”, and whether it should appear “In CSV export”.
Tap “Save”.
You can “Edit”, “Archive” and “Reactivate” fields. “Delete” only works as long as no value has been entered.
Enter values
The person's file has a “Further details” card. With “New value” you enter the “Value” and “Valid from” and tap “Save value”. Earlier values stay in the “History”; a mistake is reversed with “Cancel entry”. This works in the browser and in the app.
The person sees visible fields under “My data”. They change editable fields there with a change request.