Customizing employee profiles

Packages: Basic | Standard | Premium

Roles: Technical Owner | Owner

The first step to customizing your employee profiles is to create custom profile tabs. As an Owner or Technical Owner, you can use custom profile tabs to present forms to your employees that help your organization track information. For example, you can create a custom profile tab that captures and displays an employee's established goals for the quarter.

The employee profile page
The employee profile page

Configuring your custom profile tabs

The first step to creating your custom profile tabs is to configure them. Using tab configuration settings, you can define the name, listing order, and who can access your custom profile tabs.

For example, you could create a custom profile tab with the label "Quarterly Goals" as the first tab in an employee's profile and set that tab to only be accessible to Employees and their Managers.

Creating content for your custom profile tabs

After creating and configuring a custom profile tab, you can add and organize its content by using tab blocks. Tab blocks allow you to structure the content of your profile tabs so that you may control the type, order, and role view permissions for every segment of content inside your custom profile tabs. Content can be added using Markdown or CQL expressions in the Markdown editor. In addition to the markdown editor, you also have the option to insert custom fields into your tab blocks.

You can create custom fields to use in your tab blocks. Or, you can import pre-made custom fields using bundles. Learn more.

Using our Quarterly Goals tab idea as an example, you could:

  • Create a tab block that contains a prompt of questions for Employees about their goals for the quarter using a combination of questions written via the Markdown editor. 
  • Add a series of additional questions that would require a response measured on a scale of 1 to 10, such as job satisfaction, via custom fields.
  • In another block, add a section where Managers could add feedback notes in response to the Employee's cited goals.