Lattice HRIS: Create or Edit Custom Employee Fields

In addition to default fields, admins can create Custom Employee Fields for your organizational needs and employee data. 

Admins can configure settings for employee fields through Default Roles and Custom Roles. 

Custom fields are housed in the Category in which they were set up. They are labelled as CUSTOM FIELD to help differentiate between the default fields and the custom fields. 

Note: Fields added to the Sensitive Data category, such as SSN, are treated as special data. This means it has special encryption and additional security to be included in custom reports. 

Create a Custom Field

1. Navigate to Admin > Settings > People > Fields.
2.  Select Create Field and choose the type of field you would like to create:
   • Short text: A single line of text with a character limit of 150. 
   • Sensitive Short Text: A single line of sensitive text with a character limit of 150. The value entered using this type can be masked on the employee profile. 
   • Long text: A field to hold multiple lines of text.
   • Number: A field that only holds numeric data, like salary information.
   • Percentage: A field that stores a numeric value greater than 0.
   • Relationship: A field to represent people relationships within the organization, like “dotted-line manager”.
   • Date: A field that holds a date, like when an important event occurred.
   • Multi-Select: A field that allows you to select multiple options from predefined options. When importing multi-select through CSV imports, use the bar symbol "|" as a delimiter for multiple values.
   • Multiple Choice: A field that allows you to select one option from a list of predefined options.
   • Boolean: A field with two selectable options - true or false.
   • Email: A field to hold a single email address.
3. Enter a field name, description (optional), and select a Profile category. 
   
   Note: The field type you select will change the field details.
4. Select Create Field.

Edit a Custom Field

Default Lattice Fields cannot be edited.

1. Navigate to Admin > Settings > People > Fields.
2. Select the Custom Field you would like to edit.
3. From the Field Details page, make your necessary edits.
4. Scroll down> Select Save.