Custom Fields

Overview

You can add up to 50 custom fields for your users with custom naming conventions that will display throughout the application. This is an "additive" feature on top of user management. Our recommendation is to add custom fields as needed to the user profile via the Admin module provided Admin → User Management → Departments and Users → Users → Custom Fields.

How to Add Custom Fields

In Admin → User Management → Users → Custom Fields:

  1. Click "+ Add another field"
  2. Give the field a key
    • This is the key for the data and will be used in the CSV upload, HRIS integration and API calls
      • Note: The key must be added before using the above features to add/update user files
  3. Give the field a label
    • This is the label that will appear in reports and across Betterworks
  4. Save your changes

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Adding a Key

  • The "Custom Field Key" represents the header in the CSV file for user uploads  
    • It may not contain spaces
    • Valid values are [a-z], [0-9], and underscore
      • Note: All letters must be lowercase
  • The "Custom Field Label" may contain spaces or special characters and is what users will see displayed throughout the application and in reports to represent this field

FAQs

What if we have already utilized the available Custom 01-Custom 05 fields available?

The Custom 01-05 fields will remain in place, but cannot be re-keyed. You can update the label of the custom fields within the Custom Fields section. 

Who will be able to see the data included in Custom Fields?

Administrators with Super Admin permissions will be able to see this information via Admin Groups, Admin Reports and within Calibration.