What are input fields?
Input fields give you the flexibility to collect exactly the information you need from your employees. When inviting new employees, you can choose between a variety of standard fields, such as name, email, and phone number, or create custom input fields to gather all the necessary information.
With custom fields, employees can, for example, record T-shirt size, driver’s license type, or other important details, so everything is in one place from the start.
How to manage input fields
To set up and customize input fields:
Navigate to the team list in Workfeed.
Click on the blue plus icon to invite a new employee.
Select 'Required in invitation link (X)' to define which information employees must fill in.
Now you get an overview of your current fields, which you can activate or deactivate. Full name, email, and password are required and therefore cannot be deactivated.
Modifying input fields
To modify the input fields, click on 'Manage Input Fields'.
For each input field, you can decide who should have access to the information. You can:
Hide the field from the employee.
Allow the employee to see the field, but not edit it.
Allow the employee to see and edit the field.
Additionally, you can choose whether the field should be required in the invitation link and whether other employees should be able to see the field.
You can easily get an overview of the settings applied to each input field by looking at the three icons to the right of the field name.
Creating Custom Input Fields
In addition to the standard fields, you can create your own custom input fields to gather specific employee information.
Simply click on the blue plus under 'Custom Input Fields' to add a new field.
Then, give the input field a name and an optional description, and choose the type of field you want to use.
There are almost no limits to how custom input fields can be used, as you can tailor them exactly to your company's requirements.
Here is an example of how it will look for employees when they receive a signup link with custom input fields.
Custom Placeholders for Contracts
Custom input fields allow you to further personalize contract templates, as you can insert placeholders that reference custom input fields. This means that employee information will be automatically inserted into the contract, saving time and ensuring accurate data entry.
FAQ
What happens if I change a custom input field?
If you modify an existing input field, previously entered information will still be stored, but employees will need to fill in the new format moving forward.
What happens if I delete a custom input field?
If you delete a custom input field, all previously entered data in that field will be lost and cannot be recovered.
Can employees see each other's information?
Whether employees can see each other’s information depends on whether you’ve enabled the feature. See the section “Manage custom fields” for details.
Can I change an input field’s visibility after creation?
Yes, you can always adjust an input field's visibility after creation under 'Manage Input Fields' and choose whether employees can view, edit, or have no access to the field.
Can I make an input field mandatory?
Yes, you can mark an input field as 'Required in the invitation link', ensuring that employees cannot complete their signup without filling in the field.
Can employees edit their information after signing up?
The employee's ability to edit their own information depends on the permissions you have set as an administrator. You can decide whether employees can only view the information or also edit it later.
How can I export data from custom input fields?
You can export data from custom input fields through Workfeed's reporting feature, allowing you to generate a list of all employee-submitted information.
Can I sync custom input field data with my payroll system?
No, custom input fields are not automatically synchronized with the payroll system.