How to add Custom Fields?

Article author
Carmen Baez Lopez
  • Updated

 

What are Custom Fields?

Custom Fields are added by admins to Employees' records. When you export invoices and employee records, custom field data allows you to match an Employee with your internal system easily or to add additional information that is not part of Remote Standard Employee Fields. For example:

  • Internal (Company) ID
  • Cost Code
  • Employee Department

How to add a Custom Field?

  1. Log into your account and click on Custom Fields in the left sidebar under Company.
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  2. Tab Add Custom Field
  3. Name the Custom Field and choose a type. Field types determine the type of data that Employees can add. The types available are:
      • Text - short text
      • Multiline text - long text
      • Date
      • Number - only integers ("whole" numbers) allowed. Eg. 4, 100, 200.
      • Yes/No
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  4. Save the changes

Custom Fields and Standard Fields

To open an Employee record, click on Team in the left sidebar under People and tab the Employee's name.

Custom Fields are listed under Custom Field, while all Standard Fields are listed under the tabs Profile and Pay & Job.

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How to edit or delete a Custom Field?

  1. Log into your account and click on Custom Fields in the left sidebar under Company.
  2. Tab Settings (three dots) in the table row and select Edit or Delete.

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Important: At the moment, changing the Field Type is not possible. Only the name can be edited.

 

Who can add, edit & delete Custom Fields?

Owners and Admins can add, edit and delete Custom Fields. See also: What can the different company users do on Remote?

 

See also: How to fill Custom Fields?

 

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