User Guide
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Configuration
Institution Config
Staff Custom Fields
Staff Custom Fields allow you to track additional information about your Staff members beyond the default fields provided in the system. Whether you need to record employment type, certifications, or other institution-specific data, you can create up to 30 custom fields to tailor the Staff profile to your needs. This feature is managed in Institution Config / Staff and ensures consistent data collection across all Staff records.
Click the New Custom Field button. An Add Staff Custom Field modal will appear.
- Enter a Field Label. This is the name that will appear on Staff profiles.
- Choose a Field Type from the dropdown list. Options include:
- Text – a simple text entry
- Checkbox – for true/false or yes/no fields
- Select List – a dropdown menu (you’ll need to enter values separated by commas)
- Radio Button – select one option from a list (also entered with commas)
- Date – for dates such as certification expiry or hire date
- If using a Select List or Radio Button, type your options separated by commas (e.g., Full-Time, Part-Time, Contract).
- Click Add to save the custom field.
Once saved, the field will appear on all Staff profiles, ready to be filled in.