Custom Field Settings

Purpose: The Custom Field Settings in Time & Attendance allow organisations to create and manage additional fields tailored to their specific operational requirements. These fields can be applied to rosters and shifts, providing flexibility for capturing unique data points that are not covered by standard settings.

Key Features and Configurations

Custom Roster Fields

• Description: Create fields specific to rosters, allowing for the collection of additional data points related to team scheduling or operational needs.

• Examples:

  • "Location Code" for tracking physical locations of shifts.

  • "Supervisor Notes" for internal comments.

Custom Shift Fields

• Description: Add fields to individual shifts for capturing specific details not covered by default options.

• Examples:

  • "Shift Type" (e.g., Regular, Overtime, Emergency).

  • "Special Equipment Required."

How to Configure Custom Fields

Accessing Custom Field Settings:

• Navigate to Time & Attendance > Settings from the side navigation menu.

• Select Custom Field.

Step-by-Step Instructions

• Create a Custom Field:

  • Select Create under the relevant section (Roster or Shift).

  • Enter the following details:

    • Name: A descriptive name for the field (e.g., "Roster Code").

    • Code: A unique identifier for system references.

    • Group: Assign the field to a specific category, if applicable.

  • Click Save.

• Edit an Existing Custom Field:

  • Locate the custom field in the list.

  • Select Edit.

  • Update the name, code, or group as required.

  • Click Save.

• Delete a Custom Field:

  • Locate the custom field in the list.

  • Select Delete.

  • Confirm and click Save.

• Apply Custom Fields to Rosters or Shifts:

  • Navigate to the Roster or Shift page.

  • Edit the relevant roster or shift.

  • Add or update the custom field value as needed.

  • Save the roster or shift.

Practical Applications

• Operational Tracking:

  • Use custom fields to capture location codes, shift types, or additional requirements.

• Compliance and Reporting:

  • Add fields to ensure all required data is recorded for audits or reporting purposes.

• Team Coordination:

  • Include fields for internal notes or supervisor comments to improve communication.

Warnings and Best Practices

• Field Overload: Avoid creating too many custom fields to maintain simplicity and usability.

• Data Accuracy: Ensure that staff responsible for inputting custom field data understand its purpose and usage.

• Standardisation: Use clear and consistent naming conventions for custom fields to avoid confusion.

Troubleshooting

• Issue: Custom fields not appearing on the roster or shift pages.

  • Solution: Verify that the field is active and assigned to the correct category.

• Issue: Duplicate custom fields in the system.

  • Solution: Merge or delete redundant fields to maintain a clean and organised setup.

• Issue: Incorrect or incomplete data in custom fields.

  • Solution: Provide staff training on the purpose and correct usage of each custom field.

Practical Example

An organisation uses a Custom Roster Field called "Program Code" to track funding sources for specific services. Each shift is tagged with a unique code that aligns with billing requirements. This ensures seamless integration with their financial and reporting systems.