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    Admin Adding additional fields into a staff record

    This guide will cover how to add additional fields into a staff record in Cloud.

    Please follow the interactive guide below, a written guide is also available at the bottom of the page.

    Written guide

    1. Within the ‘My Hub’ dashboard, click the ‘Admin’ app.
    2. Next, click the ‘Visit’ button under Advanced Stuff’.
    3. Next, click the ‘System Settings’ tab in the top left.
    4. Here you will see the Configuration Area. Select the ‘Staff files’ tab.
    5. Here, you will see a custom fields section where you can add additional information. These will then transfer to the staff record where information can be added.
    6. Enter the information you want added to this custom field. For this example I will add = Flu Vaccination.
    7. Next, make sure you click the ‘Save Changes’ button.
    8. In order to add additional information into custom details of staff records, click the ‘HR’ app.
    9. Next, click the ‘Visit’ button under Staff Records.
    10. Choose the correct staff member and select the ‘Custom Details’ tab.
    11. On this dashboard, you will then see the custom field you had added within the previous step.
    12. Next, click the ‘Edit Personal Details’ tab.
    13. Enter the details within your custom field.
    14. Make sure you click the ‘Save Changes’ button.