Grouped fields and configuring an org structure

One type of employee field that you can configure is a hierarchy-type list field. You can create a field made up of a multi-level list for multi-selection, making finding the desired values easy. You can set up fields that specifically support your organizational structure to help you streamline your internal processes.

What are Grouped Fields?

Grouped fields are a custom hierarchy-type employee field that you can create with at least a primary and secondary field combination.

How to use Grouped Fields

In the following steps, you'll be guided through a sample process of creating and using Grouped Fields to set up an organizational structure in Bob.

Step 1: Creating a custom hierarchy-type employee field

  1. Go to Settings > Employee fields

  2. Scroll to the category where you would like your new field to be housed

  3. Click the three-dot menu to the right of the desired category

  4. Select Add New Field

  5. Enter the Name by which the new field will appear

  6. Choose Hierarchy List field type from the Type dropdown

  7. Mark Mandatory field if you would like this field to be mandatory across Bob (in New Hire Template, Employee Onboarding, Approvals and the Employee Profile)

  8. If you would not like to allow partial selection of the grouped fields click to mark Disallow partial selection *Example: when configuring a Group Field based on organizational structure, disallowing partial selection means that an entire group of fields will be selected together, in this case, a whole branch of your organization at once and will also include employees that are part of a division, team and business unit for instance

  9. Add a field description that will be displayed next to the field name label under Description

  10. Select which of your company's sites you would like this field to be visible to by clicking Applies to and choosing the desired sites, if left blank the field will be viewable to all company sites


Step 2: Configuring a hierarchy list

  1. Continuing in the Add new field window, press + Add Under Manage Hierarchy List

  2. Enter the values that you would like to appear in your new hierarchy list. Click enter or the + icon to add subsequent additional values. Press tab to indent the value and move it one step down in the hierarchy, you can also drag and drop the values to reorder your hierarchies.


Step 3: Label the hierarchy levels

  1. Click the Levels tab; you'll see the values you added in the Hierarchy tab populated into the parentheses next the correlating hierarchy Level

  2. In each Level field, enter the label you would like to appear in the employee profile when the correlating values from the hierarchy list are selected

  3. To make each hierarchy level label viewable in the employee profile and in reports, toggle on Show

  4. Click Save


Step 4: Using grouped fields in employee profile

  1. Access an employee profile from the People Directory by searching or clicking an avatar

  2. Scroll or search for the category where you added a grouped field and click on the pencil icon

  3. Go to the grouped field and select the desired value or values

  4. Click Apply

  5. Press the Done button

You will now see the selected values as well as the level labels based on your selections.


Step 5: Using grouped fields across bob

Any grouped field created is available across bob. You'll find it in the column pickers and advanced filters throughout bob.


Tip: Use grouped fields in employee changes, new hire and onboarding flows.