Client Settings - Custom Fields

Custom fields are used when you need to store additional information about employees in Capitech Flow. You can enable your own text and number fields, name the fields, and enter values for each employee.

You can find the setting here:

Admin → Client Settings → Custom Fields

What are custom fields?

Custom fields are fields that you can create and name yourself.

You can use them to store employee information that does not have a standard field in Capitech Flow.

Examples of custom fields include:

shirt size
shoe size
allergies
external ID number

Enable custom fields

To use custom fields, you must first enable Use custom fields for employees. You can find this setting under Admin → Client settings → Custom fields.

You can then enable the fields you want to use by selecting the checkbox in the Active column. Remember to click Save at the bottom of the page.

You can enable up to ten custom fields:

up to five text fields
up to five number fields

You can give each field its own name.

Text fields

Text fields are used when the value should be entered as text.

Examples include:

allergies
clothing size
internal comments
other information that should not be calculated as a number

Number fields

Number fields are used when the value should be a number.

For number fields, you can choose whether the field should support decimals.

Examples include:

external ID number
team number
shoe size

If the field must support decimal numbers, enable Decimals for the field by ticking the box in the Decimals column.

Where do custom fields appear for employees?

When custom fields are enabled, they appear on the employee record under:

Admin → Employee → Employee

If you use up to three custom fields, they appear in the Personal tab together with the other employee information.

If you use four or more custom fields, they appear in a separate tab called Custom fields. This makes the employee record easier to navigate.

Add values to an employee

Go to Admin → Employee → Employee.
Open the employee.
Go to the Personal or Custom fields tab.
Enter values in the custom fields.
Click Save.

Important to know

Custom fields apply to employees in Capitech Flow.

Use clear field names so that managers, HR staff, and administrators understand what each field is used for.

If you no longer need a field, consider the consequences before disabling it. Information previously entered in the field may become difficult to find.