User Defined Field
 

User Defined fields allow you to choose your own sort field for your people. Once you have set up your user defined fields, you can record them against each person by going to their Personal Details.

Reporting Options

User Defined Fields

  • Used for location, branch, department, sorting payslips, multi-user security and sorting reports.
  • Only one User Defined field available.
  • Maintained on each person's main Personal Details page.
 

Reporting Groups

  • Used for Human Resources reporting, e.g. demographics, ethnicity, training, competencies, skills, etc.
  • Any number of different categories / tables can be set up.
  • Each category maintained on separate pages within each person's Personal Details.

User Defined fields are often used for Locations, Branches or Departments. For example, in our sample company the User Defined field is called Workplace, and the following have been created:-

Workplace Description
AR Arrowtown
QN Queenstown
WN Wanaka

You can view and change your own User Defined Fields. You can then record them against each person on your Current People.

Sorting Payslips

You have the option to sort your payslips by your User Defined Field. This may make it quicker and easier to distribute them - especially if you have a reasonable number of them.

To sort your payslips, go to the User Defined Fields page, tick the Print Payslips in Workplace order box, and then press the 'Save User Defined Field Options' button.