To create your User Fields navigate to Admin > People > User Fields. Here you will see a list of User Fields when you have created them.
To add a user field press
- Give the field a name
- Decide if the User can edit it themselves or just the Admin
- Select the Field Type
- Free text - Use this for employee numbers, for example. Note you can not filter by this on insights. Free text will only show when downloading reports in CSV.
- Select List - Use this for departments, locations etc for example. This is the most powerful user field and can be used to filter insights and reports.
- For a select list, you will need to add options. You can either do this one by one or in bulk by copying and pasting a list.
- Check box - Use this if the employee is remote for example. This is a simple Boolean item where it will either be checked if true or un-checked if false. Like free text, it will only show when downloading reports in CSV
- Once happy press 'Save Field'
- You can reorder your user fields to a more logical order by dragging and dropping them