Create custom employee fields

The Employee Custom Fields tab lets you add your own fields to employee records so you can capture information Kredily does not track by default.

Create a custom field

The CUSTOM EMPLOYEE FIELDS card holds your fields and a Create Field button. When you have not added any yet, you will see the empty state No Custom Fields Available.

To create one:

1. Choose Create Field.
2. In the modal, complete: - Field Name (required). - Field Type — choose Text, Number, Date or Dropdown. - Dropdown Options — a tag input that appears only when the type is Dropdown. Add each option you want to offer. - Is Required** — tick this checkbox if the field must be filled in.
3. Save. You will see the toast Field created.

Validation

Kredily checks your entry before saving:

• If you leave the name blank, you will see Enter a field name.
• If the type is Dropdown but you add no options, you will see Add at least one dropdown option.

Remove a field

Delete a field you no longer need. You will see the toast Field removed.

When to contact support

If a custom field you created does not appear on employee records, or a Dropdown field shows the wrong options, raise a ticket.