What are the Custom Fields?
Custom fields are used to track additional information - they can be understood as a requirement that you may have for your Workers, Events, or Clients.
They can be added, edited & deleted in Configuration - Settings - Custom Fields.
Workers
There are multiple uses for Custom Fields for Workers - you can request certificates, tests, or licenses. Only workers with those added to their profiles will be able to work particular event.
Worker Editable - allows a worker to make a change - for example, whether they have covid test or not.
Please see Worker Profile - Desktop & Worker Profile - Mobile App for more information.
Useable for Rules - indicates if the custom field will be possible to use while creating a rule, which is another way of filtering worker's requirements.
Please see Rules for more information
Creating a worker Custom field
Various types of custom fields can be added to a worker.
Single Line Text (Basic Input) - typically Employment ID's, Payroll Numbers, hourly wage
Multiple Line Text (Paragraph) - explanation or description from or about the worker.
Date - license expiration dates such as TIPS bartending expirations, Medical licenses etc. This custom field is particularly powerful it can automatically send an email to HR & the employee, 30 days before expiration or at the date itself.
Dropdown - uniform sizes, yes & no answers (i.e can drive carpool) & more.
File -licenses or certificates. If it is Worker Editable, your worker can upload the documents directly for specific custom fields created.
Events & Clients
Here we can create Single Line Text (Basic Input) or Multi Line Text (Paragraph Style). It can be used to keep track of additional information on an event or client.
Event & Client Custom Fields can be viewable to workers or not.
Adding a Custom Field
To add a field click ADD FIELD -> Select which type of Custom Field you want to add from the dropdown and customize to your requirements.
Editing a custom field
To edit a custom field click the wrench on the right side.
You can rename the field, add a description, toggle on or off whether this custom field is Worker Editable, etc. You can adjust the content as per your needs. Once you have finished your edits you can click SAVE.
Deleting a custom field
Click the wrench on the right side and choose delete twice - if it is used for shift rules, the rule will also be deleted.
Please check out our YouTube trainers to see a more detailed overview!
And that is how you use Custom Fields in Roosted!
If you have any questions or want to learn how to get more from your Roosted account, please contact your Client Support Specialist or get in touch with our support team through support@roostedhr.com 🤘