Employee Fields are where all fields available throughout are managed, including those used when creating task lists, flows, new hire wizards, onboarding, and conditions and filters across areas. 

Get the most out of Bob

  • The following custom fields can potentially be added to the existing standard fields in the platform, as relevant. They are based on experience
  • Be sure to review your company policies and select the most relevant ones for your operations.

Before you begin

  • Be aware that these custom Employee Fields can be linked to your Danish site(s), and subsequently organized in Flows., e.g. New Hire, and Onboarding. 
  • Note that the following recommended fields are organized by category.

To open the standard list of fields, select Settings > Employee Fields.

Recommended fields

How to add custom fields to the category: Work

  1. Click Work > + New field.
  2. Under Name, enter “Actual start date.”
  3. From the Type dropdown menu, select Date. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  4. Click + New field again.
  5. Under Name, enter “Contract end date.”
  6. From the Type dropdown menu, select Date.
  7. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  8. Under Name, enter “HRBP.”
  9. From the Type dropdown menu, select Employee reference. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  10. Under Name, enter “Buddy.”
  11. From the Type dropdown menu, select Employee reference. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  12. Under Name, enter “Payroll manager.”
  13. From the Type dropdown menu, select Employee reference. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  14. Under Name, enter “IT Admin.”
  15. From the Type dropdown menu, select Employee reference. If you’d like this field to be mandatory, mark the Mandatory field checkbox.

Make sure to update existing items and/or add additional custom fields relevant to your company’s processes and operations.

You can decide to apply these (and other) fields to specific sites only or across all sites.

How to add Employee Fields to the category: Identification

  1. Click Identification > + New field.
  2. Under Name, enter “CPR-nummer.”
  3. From the Type dropdown menu, select Text. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  4. From the Applies to dropdown list, select your new Danish site.
  5. Click Add.

Make sure to update existing items and/or add additional custom fields relevant to your company’s processes and operations. You can decide to apply these (and other) fields to specific sites only or across all sites.

How to add Employee Fields to the category: Payroll

  1. Click Payroll > + New field.
  2. Under Name, enter “Skattekort.”
  3. From the Type dropdown menu, select Text. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  4. From the Applies to dropdown list, select your new Danish site.
  5. Click Add.

Make sure to update existing items and/or add additional custom fields relevant to your company’s processes and operations. You can decide to apply these (and other) fields to specific sites only or across all sites.

How to add Employee Fields to the category: Financial

  1. Click Financial > + New field.
  2. Under Name, enter “Reg. nummer.”
  3. From the Type dropdown menu, select Text. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  4. From the Applies to dropdown list, select your new Danish site.
  5. Click Add.
  6. Click + New field again.
  7. Under Name, enter “Kontonummer.”
  8. From the Type dropdown menu, select Text. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  9. From the Applies to dropdown list, select your new Danish site.
  10. Click Add.

Make sure to update existing items and/or add additional custom fields relevant to your company’s processes and operations.

You can decide to apply these (and other) fields to specific sites only or across all sites.

How to add fields to the category: Emergency

Adding a “Declaration of consent” field to the existing category Emergency may be relevant for companies with sites in Denmark. This will allow the emergency contact to formally consent to their details being shared with the employer.

  1. Click Emergency > + New field.
  2. Under Name, enter “Declaration of consent.”
  3. From the Type dropdown menu, select Document. If you’d like this field to be mandatory, mark the Mandatory field checkbox.
  4. In the Applies to dropdown menu, select your new Danish site.
  5. Click Add.

Note: Make sure to update existing items and/ or add additional custom fields that are relevant to your company’s processes and operations. You can decide to apply these (and other) fields to specific sites only, or across all sites.

How to import people data in bulk, including local custom fields

During setup, use Import people as your first-ever import, or add multiple new employees at one time. For more information about importing people data in bulk, see Import people data

In addition to the standard import templates (People > Import), see the additional templates below that include the custom fields recommended and listed above: 

Note: As for the list above, these fields reflect common custom fields that may be relevant to include for Denmark, and this may not be an exhaustive list. You can always add or remove the fields from the import templates based on your company’s needs.