Profile tabs allow you to create custom views on employee profiles to display important information like performance reviews, compensation history, or any other data you want to track. This guide walks through the complete setup process.

Navigate to Admin > Profile Tab Configuration to begin creating your custom profile tab.

Click to create a new tab and give it a meaningful name like "Performance" or whatever best describes the information you'll be displaying. This name will appear as a tab on employee profiles.

Add the columns you want to display in your tab. These will organize the information shown to users viewing the profile.

Sensitivity settings control who can view this profile tab. Our recommended starting point is to allow the person and their managers to view the tab, but you can customize this based on your organization's needs.

For most use cases, you can use the built-in sensitivity options to control access by role or relationship to the employee.

If you're displaying forms that have their own share settings, you'll need to use the custom sensitivity dropdown with the following filter:

This filter ensures that:

You can adjust these permissions at any time as your needs change.

Profile tabs can display three types of content:

This option displays historical responses from specific forms, making it ideal for tracking performance reviews, feedback, or any recurring form submissions. This is the recommended approach for most use cases.

Use this option when you want to show changes to specific fields over time rather than complete form submissions. Select the applicable fields you want to track in the field history section.

You can use markdown formatting to display static information or create custom layouts within your profile tab.