Field customize allows you to manage what information is included in employee profiles, and create fields to be used throughout bob.

What is Field Customization?

Using bob’s Employee Field Settings you can define which fields appear on employee profile pages and whether they are mandatory. You can add, remove, edit and mark fields as mandatory. This is where all fields available throughout bob are managed, including those used when creating flows, new hire wizards and onboarding.

How to Customize Fields in bob

Click on Settings in the main menu, followed by the Employee Fields tab.

Manage the employee profile summary
Control which fields will be displayed on each of your employees' profiles.

  1. Select the three-dot menu to the right of the “Profile Summary” card
  2. Click “Edit”
  3. Select the fields you would like to be displayed on the employee profile summary (you can delete the unneeded fields as well)
  4. Click “Save”
  5. You can reorder the profile summary fields by selecting the three-dot menu to the right of the “Profile Summary” card and click “reorder”. A pop-up will be displayed allowing you to reorder the fields as you wish. Upon saving you will be able to see a preview of the profile summary layout.

Define Mandatory Fields

To define mandatory fields, you need to click the three-dot menu and select the “edit” action. Within the pop-up, you can use the checkboxes to mark the field to be mandatory.

Add a New Field

To add new custom fields such as non-binary gender identities:

  1. Select the three dot menu to the right of the Category name to which you would like to add the field.
  2. Click Add New Field
  3. Give your field a name
  4. Choose the type of field: - Text short free text - Text Area long free text - Date dates - Number numbers - List list with preset options that you define - Multi List multi-select list with preset options that you define - Currency numbers and currency type - Employee reference list of all the active employees in the company
    - Hierarchical list in order to create an organizational structure or dependent lists. You can read about it here
  1. Add a description if you’d like
  2. Select which Sites the field will be applied to
  3. Click Add

To edit or delete a custom field, click the three-dot menu to its right.

Add a New Category

Each group of fields in bob are grouped into categories. In addition to the default Personal, Basic Info and Work categories you can create your own categories.

1. Click Add a new category at the top of the page.

2. Add a description if you’d like and save it.

Add a Table Column

Some fields, such as address or salary changes, include historical data tables to allow tracking of information over time.

These table fields can be identified by the dropdown arrow to the right of the field name. Each such field has a set of default columns which you can add to by creating your own.

  1. Click the three dot menu to the right of the table field to which you would like to add a column.
  2. Click Add A New Column
  3. Give your column a name
  4. Choose the field type for the new column: - Text short free text - Text Area long free text - Date dates - Number numbers - List list with preset options that you define - Multi List multi-select list with preset options that you define - Currency numbers and currency type - Employee reference list of all the active employees in the company
    - Hierarchical list in order to create an organizational structure or dependent lists. You can read about it here
  1. Add a description if you’d like
  2. Select which Sites the field will be applied to
  3. Click Save

To edit or delete a custom table column, click the three dot menu to its right.

Reorder Fields

You can reorder the fields and make your highest priority first by clicking the three-dot menu and selectin “reorder fields”. Drag & drop the fields to adjust the ordering. The new order will be displayed after clicking the “save”.

Reorder Categories

You can reorder the categories and make your highest priority first by dragging & dropping the categories (using the hamburger symbol on the left side of each category) to adjust the ordering.

If you are in the process of implementing bob we recommend that you create any custom fields you need before importing your employee's data. You will, however, be able to create custom fields at any time and add the relevant information manually or via bulk import.

Tip: Check your permissions to set who can access Employee Field Settings in Settings > Roles and Permissions.

Need more help? If you're unsure about anything please send us a message through the chat icon below.

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