Custom Fields allow you to create additional fields specific to your company's requirements, enabling you to capture information needed for record-keeping purposes. Custom fields can be created for both the People and Expense modules.
Note: Custom Fields is a premium feature. To have it enabled on your account, please contact support@justlogin.com. |
Access: Configuring Custom Fields is available to the Superadmin and People Admin. |
Part 1 – Configuring Custom Fields
- Log in to your JustLogin account.
- Click the Settings icon
.
- Navigate to Company Settings
.
- Click the Custom Fields tab at the top of the page.
- Select the module you would like to add a custom field to — People or Expense.
- Click on the panel within that module where you want to add the field. (The example below uses the People module.)
- Click Add Field.
- A pop-up window will appear.
Fill in the following details:- Field Label – The name that will be displayed as the field label in the People or Expense module.
- Required Field – Select this checkbox if you want the field to be mandatory for users.
- Field Type – Choose the type of input the field will accept (see the table below).
- Click Save
to create the field.
Supported Field Types
| Field Type | Description |
|---|---|
| Text | User can enter a single line of free text. |
| Drop-down | User selects a value from a pre-defined list of options. When this type is selected, an additional configuration section appears where you can add or remove options from the list. |
If you select Drop-down, an additional section will appear below the field type selector. Use the provided buttons to add new options or delete existing ones from the pre-defined list.
Part 2 – Accessing the Custom Field in Expense
Once custom fields have been added for the Expense module, users will see them automatically when submitting an expense claim.
Custom field as configured in Settings:
Custom field as seen by the user when filling out an Expense Claim:
Part 3 – Accessing the Custom Field in People
Once a custom field has been created for the People module, users will be able to view and fill in the field from their employee profile.
Important: Custom Fields created for the People module must be configured separately for each access level (both Manager Level and Employee Level) before users can see them. |
Custom field as seen in People Settings:
To configure access level permissions for the custom field, follow the steps below:
- Go to Settings > Company Settings > Access Level.
- Under Manager Level, click the access level you want to configure, then click Access Level Settings.
- Set whether this access level can view or cannot view the custom field.
- Repeat this process for every access level, on both the Manager Level and Employee Level.
Once access is configured, users can view and edit the custom field by navigating to People > Info. Click Edit in the Personal Details section and scroll down to find the custom field (visibility depends on how the user's access level has been configured).