Contracts Custom Fields
Custom contract fields allow you to add custom types of data to the contract beyond what the system already provides, such as a passport number.
Add these custom fields to the contracts, specify whether they are required or optional to fill, and configure their settings to align with your business needs and the nature of the field.
How to add Contract Custom Fields
- From the main menu, click “Payroll“.
- Click “Settings“.
- Click on the “Contract Custom Fields” tab.
- The system will display a set of fields, such as single-line, multi-line, number, dropdown, checkbox, date, and others, in the right menu.
- Press and hold the desired field, then drag it to the empty space until a frame appears indicating the field’s position on the screen.
- A floating screen for “Field Settings” will appear, including:
- Properties: Set the basic settings for the field such as field label, instructions, initial value, placeholder, and more.
- Validation: Select the required options for the added field, such as required, make unique, filter using the field, list using the field, as needed.
- Layout: Specify the field size, the option to display the field in a single line, the option to hide the field, as needed.
- Click the “Save” button to save the entered or selected settings.
- Click the “X” symbol to remove the field.
- Click the “Gear Icon” to edit the field.
- Drag the field up or down to switch its position with other fields.
- Click the “Save” button to save all the added fields.