This article will guide you through locating and entering information into custom text fields for employees.

 

Requirements - A Master Admin or a staff type with the following permissions:

• Staff Management - Can access staff menu tab
• Staff Management - Can edit staff member user profiles

Step 1 - Accessing Employee Profile

 

Select the Staff tab and search for the desired staff person. After selecting their name, click the Go To Options button.

Step 2 - Entering And Saving Information Into A Staff's Custom Text Field

 

From the options list, select the Edit Profile option. Custom fields will be highlighted in yellow. Enter in the desired information into the custom field(s). When you are done, click on Click To Update at the bottom of the page to save your changes. 

Frequently Asked Questions

How do I add a custom text field if I don't see one?

• Click Here to learn how to make a Custom Text Field

Do I have the ability to add or adjust my staff info in bulk?

• At this time this is not an option in bulk.