How to add Employee Custom Fields?

There are several fields on Keka that capture employee information including the basic details, contact details, education and previous work experience details, and more. However, you may sometime need extra fields that are not pre-defined on Keka to capture some important information about the employee. This is where custom fields come in. You can create as many custom fields as you want and configure it to your need. Let us see how you can add custom fields on Keka. 

Go to Org (1) and ensure you're on the Dashboard tab (2) tab, In the Summary tab (3) tab, find the Quicklinks section, and click on Employee Custom Fields (4). 

In the window that opens up, you will see the various fields that are currently configured on your Keka HR Portal distributed across different sections like Primary Details, Contact Details, and more. 

You can add a custom field to any of these sections based on your need. Click on Customize at the top of any card under which you want to add custom fields. 

On the Customize Card window, you can find the various fields currently configured. You can modify certain details of these fields such as the visibility and whether it is a required field or not. To add a custom field to this card, click on +Add Field.

On the right-hand pane, you can enter the details for the new field as you wish. Enter the Field Name and select a Field Type from the drop-down list. Enter the necessary details for the field you want to add. You can also select if the field is a required field or not.

Once you have made these selections, it is also important to set permissions. You can select if the employees can view or update this field and if approval is needed when the data in this field is updated. You can also select if managers can view or update the field and if they can update, whether approval is needed as well. You can also set the visibility of this field for other employees. If you want this field to be visible to everyone, select Can View. if not, select Hidden. 

After you've entered the necessary details and set permissions as required, click Save to finish adding the custom field.

This will add this custom field for all employees in the organization. 

We cannot update custom fields in bulk for relieved employees but it can be updated individually from the employee profile.

More questions? Refer to other help articles on the portal or reach out to our product experts for help!