The aim of this article is to show you a practical example of a WorkForce Custom Employee Data Tab, and an overview of its layout, the different data field types that can make up your tab, and data field sizes that you can create, as well as who can have access to view and edit such tabs.
- A practical example of a Custom Employee Data Tab
- User Permissions - Who can view and edit such tabs?
- Custom Tab Layout
- Data Fields Type Details
- Fields Sizes
A practical example of a Custom Employee Data Tab
Below is a practical example of how Custom Employee Data Tabs can be utilized to expand your HR data layer. Each custom tab is created from scratch using the WorkForce HR engine in WorkForce People, which could potentially eliminate countless decentralized excel sheets and documents by having all employee-related information in one central database within the HR suite.
Note: The employee must first be linked with WorkForce People in order to have custom tabs linked to him/her.
User Permissions - Who can view and edit such tabs?
All WorkForce People Administrators can view and edit all Custom Employee Data Tabs by default.
Moreover, you can give access to view the custom tabs to users with HR and Approver permissions. Types of access rights that can be given include Read Only and Read and Write. Custom Tabs are always populated by officers who have Read and Write permission, and not by employees themselves.
Custom Tab Layout
A Custom Employee Data Tab is made up of multiple Groups of related data fields. Each of these groups contains a collection of related fields that can be populated with employee data.
The example below shows a custom tab, named 'Emergency Medical Outreach', which is made up of two groups: A 'Next of Kin' group and a 'Medical Data' group. Each group is made up of its own related fields.
Data Fields Type within a Group
Below are explanations of each of the Data Types that are available as the building blocks of the custom data Groups within a Tab. This guide helps you understand how to use each custom field [data type] accordingly. You can set up each type of field as 'is required' in the buildup of a Tab.
- Text: A text field that can be populated with any free text needed.
- Number: A field that will accept unique numerical data.
- Date: A field that allows the user to select a date.
- Boolean (Yes/No): A checkbox that will appear next to the Field name set.
- Dropdown List: A dropdown list that would allow a user to select one of several pre-set items.
- Time: A field that would allow the user to select a time.
- List (Table): A group of fields that would allow several items listed above to be combined into one field module.
- Reminder: A field that allows the user to select a date, which is then shown automatically on the WorkForce People HR Calendar.
The screenshot below shows an example of each data field type:
- Full Name: Text
- Date of Birth: Date
- Office Number: Number
- Blood Group: Drop-down
- Time of Appointment: Time
- Received Training: Boolean (Yes/No)
- Training Received: List (Table)
- Training Expiry: Reminder
The Field Size indicates the maximum size of input that is expected from the user. Below is an explanation of each Data Field size which you can set up for all types of fields (except for Lists).
- Full: Such a field will take an entire row.
- Large: A large field is 2/3 of a field with a full size.
- Medium: A medium field is 1/2 of a field with a full size.
- Small: A small field is 1/2 of a field with a medium size.
Click here to start creating your first Custom Employee Data Tab on WorkForce People.
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