The Employee fields feature in Productive allows you to manage your workforce data more effectively.
This feature lets you create and manage fields specifically designed for Employees and Contractors, offering greater flexibility and precision in how you handle and organize your team’s information.
The number of Employee fields you use does not count towards the total number of custom fields included in your subscription plan!
If you need more than the initial 30 custom fields available, please contact us directly to discuss your options ☎️
Setting Up Employee Fields
1) Navigate to Settings
Go to Settings > Employee fields in Productive to create and manage your custom Employee fields.
2) Create Employee Fields
Click on Manage employee fields and choose the field type (e.g., text, number, date, etc.).
Customize the field, give it a descriptive name and explanation, and select "Create field" to save it.
Note: You can also mark this field as sensitive to restrict who can view the custom field information.
3) Apply Fields
Apply the fields to your employees and contractors by accessing their profiles through Resourcing > Employees or Settings > Users.
4) Utilize the Fields
Use these fields in your Employee views and across various reports (e.g., People data source) for better organization and management.
Adding Employee Field Sections
You can add and reorder employee field sections to keep your employee data structured and easy to navigate. This is particularly useful when viewing employee profiles.
By default, a "General Information" section is already available, which you can rename by clicking the three-dot menu next to the section name.
To create a new section, click + New section, give it a name, and add an optional description for context.
After creating your sections, you can drag and drop fields within a section and reorder them to control how information is displayed in employee profiles.
To move a field to a different section or make edits, click the three-dot menu to the right of the field and select its new section.
Resourcing and Employee Management
The Employees screen can be found under Resourcing > Employees, where you can manage all your company’s employees and contractors.
This section allows you to invite new team members, view their profiles, and organize them using the custom Employee fields you’ve set up.
From this screen, you can also use Employee fields to customize views, set filters, and manage your team’s data more efficiently.
Employee Fields and Permissions
Employee fields also introduce new options for customizing user permissions, allowing you to control who can view specific information with greater detail.
For more details on setting up custom permissions, refer to this article.
