Creating custom fields

you can create your own custom fields for example, you may need to synchronize custom data from other hr systems or create forms such as engagement surveys or questionnaires for your employees charthop supports a variety of https //docs charthop com/field data types for custom fields, including multiple choice values, yes/no answers, dates, and https //docs charthop com/working with smart fields you can also create text fields that allow you or your employees to answer in depth questions for use in performance reviews or one on one conversations depending on the data sensitivity options you select, you can view your custom data anywhere in charthop—such as on the data sheet , on the org chart , or in reports when you create a custom field, you control access to the data at the field level finally, you can organize your fields into https //docs charthop com/working with field categories so they are easier to work with for example, you can create a payroll category that holds any custom fields you have created for payroll information the number of custom fields you can add varies according to your charthop package learn more the create field dialog creating a custom field to add a custom field, complete the following steps f rom the left sidebar, s elect data model f rom the sub menu, s elect fields on the fields page, select create field in the create field dialog, configure your field see the field configuration table below for descriptions select save to finish adding your custom field field configuration this table describes custom field configuration settings 124,436,183,183,183,183,100,100,100 false true unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type unhandled content type requiring a custom field value to be unique in some cases, you may want to use a field to uniquely identify the respondent or employee associated with the data one example of this is creating a custom field that is used to store a secondary employee id when you mark a custom field as unique, you cannot update that field directly in charthop and the field displays as read only unique fields can only be updated through a sync with another system or by doing a spreadsheet upload this restriction helps enforce the unique value and prevent errors only fields with short text or integer number data types that apply to people in jobs can be set as unique https //www charthop com/pricing/ basic | standard | premium https //docs charthop com/user roles and permissions owner | technical owner