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

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.

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How to Customize Fields in bob

  1. Click Settings > Employee Fields.
  2. Within Profile Summary, select the three-dot menu to the right and click Edit.

  3. Select the fields you would like to be displayed on the employee profile summary (you can delete fields not in use as well).

  4. Click Save.

Note: You can reorder the profile summary fields by selecting the three-dot menu to the right of the Profile Summary card and then clicking 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.

How to Define Mandatory Fields

  1. Within a Category, click the three-dot menu and select Edit.
  2. Within Category Fields, click the three-dot menu next to a field and click Edit.
  3. Mark the Mandatory Field checkbox field, and then click Save.

How to Add a New Field

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

  1. Next to the Category you would like to add the field, click the three-dot menu.

  2. Click Add New Field.

  3. Give your field a name, and then choose the type of field:
    - Text
    - Text Area
    - Date
    - Number
    - List: A list with preset options that you define.
    - Multi List: Multi-select list with preset options that you define.
    - Currency
    - Employee reference: List of all the active employees in the company.
    - Hierarchical list: For creating an organizational structure or dependent lists. Read more about  hierarchy fields.
    - Document

  4. Add a description if you’d like, and then select which Sites the field will be applied to.

  5. Click Add.

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

How to 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 New category.

2. Add a name and description, and then click Add.

How to Add a New Table

Each category can hold either fields or tables. As a default, we have tables such as work, address or payroll but you can create your own table:

  1. Click a category, and then in the Category Tables area, click New Table.
  2. Add a name and description, and then click Save.

How to Add a Table Column

Some fields, such as address or salary changes, include historical data tables to allow tracking of information over time. Some other tables hold multiple records, such as the dependents table.

To add a new column to any of the tables:

  1. Click + New Column.

  2. Give your column a name, and then choose the field type for the new column:
    - Text
    - Text Area
    - Date
    - Number
    - List: List with preset options that you define.
    - Multi List: Multi-select list with preset options that you define.
    - Currency
    - Employee reference: List of all the active employees in the company.
    - Hierarchical list: For creating an organizational structure or dependent lists. Read more about  hierarchy fields.
    - Document file upload

4. Add a description, and then select which Sites the field will be applied to.

6. Click Save.

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

How to Reorder Fields

You can reorder the fields and make your highest priority first by clicking the three-dot menu and then select in reorder fields”. In addition, you can drag & drop the fields to adjust the ordering. The new order will be displayed after clicking the “save”.

How to 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 employees' 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.

How to Move Fields Across Categories

Change the placement of a field from one category to another in the Employee Fields. Click on the three dot menu and select Move to category. A popup will appear with a Category dropdown where you can select which category you wish to move the field to.

How to Archive Categories & Fields

Within a Category or Field, click the three-dot menu and select Archive.

Notes:

  • If you have fields within the category that are mandatory, you won't be able to archive the category.
  • When you archive an entity, the data (e.g., all of the addresses) will be archived as well - hidden across the platform. When you restore an entity, the data will be restored as well.

If you would like to restore a category or field:

  1. Click Settings > Employee Fields.
  2. From the drop-down list, select Archived.
  3. Click the three-dot menu and select Restore.

Notes:

  • The category or field will be restored to its original location (before being archived).
  • You can delete custom fields that you created (select Archived from the drop-down list, then click the three-dot menu (next to the category or field) and select Delete). Once a category or field is deleted, it cannot be restored. Keep in mind, pre-defined fields can only be archived, not deleted.