Steps
to Set Screen Preferences for Custom FieldsNote: If a custom field is added, the new field will appear for all employees in the Employee File, but can be designated to display in only the Payroll or Human Resources module, or both modules.
From the Payroll or Human Resources screen, select the Maintenance menu and then Custom Fields.
At the Custom Fields screen, select the tab for the type of custom field to add: Date Fields, Numeric Fields, Referenced Fields, or Text Fields. Date fields allow only dates in the mm/dd/yyyy format to be entered into the field in the Employee File, numeric fields allow only numbers (up to 14 digits long (including the decimal point and comma(s) if applicable)) to be entered into the field, referenced fields allow only pre-defined values to be entered into the field, and text fields allow any text up to 50 characters to be keyed into the field.
Click the New Record button.
Note: For any field equipped with the repeat function, click the Repeat button or press the Ctrl+R keys to repeat the previous entry for the specified field. The repeat function is only available after your initial entry.
Enter the name for the new custom field in the Custom Field Description field. The description can be alphanumeric, but must start with a letter, and can be up to 40 characters long.
Select the Display in Payroll field to have the custom field appear on the Custom Fields screen in the Employee File in the Payroll module. A checkmark will appear in the box if the field is selected. This field is selected by default when adding a new custom field, but can be changed if needed.
Select the Display in Human Resources field to have the custom field appear on the Custom Fields screen in the Employee File in the Human Resources module. A checkmark will appear in the box if the field is selected. This field is selected by default when adding a new custom field, but can be changed if needed.
Select the Print on Payroll Reports field to have the custom field print, only if there is data entered in the field for an employee, on the applicable Payroll reports (the Employee Detail Listing for Payroll and the Employee Detail Listing with Signature Line). A checkmark will appear in the box if the field is selected.
Select the Print on Human Resources Reports field to have the custom field print, only if there is data entered in the field for an employee, on the applicable Human Resources reports (the Employee Detail Listing for Human Resources). A checkmark will appear in the box if the field is selected.
If adding a new referenced field, the Referenced Fields List appears. Define each value that can be entered into the custom field by completing the following:
In the blank line (indicated with an asterisk) at the bottom of the Referenced Fields List, enter the ID for the value in the Referenced Field ID field. The ID can be alphanumeric and up to 10 characters long (no spaces).
Note: To have the system automatically assign the ID using the first 10 characters (letters and numbers only) of the description, leave the ID field blank; once the record is saved, the ID will be assigned.
Enter a description for the value in the Referenced Field Description field. The description can be up to 40 characters long.
If applicable, repeat these steps until all the values have been added for the custom field.
Click the Save button.
Tip: The order the custom fields display within the Employee File can be changed with the Set Screen Preferences option.