---
title: Add and manage employee fields
description: Employee fields are predefined or custom data fields organized into sections and specific fields to store employee-related information.
---

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# Add and manage employee fields

### **Table of contents**

1. [Introduction](https://help.engagedly.com/add-and-manage-employee-fields#intro)
2. [Access employee fields](https://help.engagedly.com/add-and-manage-employee-fields#access-ef)
3. [Allowed and restricted actions](https://help.engagedly.com/add-and-manage-employee-fields#allowed-restricted)
4. [Add custom sections and fields](https://help.engagedly.com/add-and-manage-employee-fields#add)
5. [Manage custom sections and fields](https://help.engagedly.com/add-and-manage-employee-fields#manage)
   
   5.1. [Manage sections](https://help.engagedly.com/add-and-manage-employee-fields#manage-sections)  
   5.2. [Manage fields](https://help.engagedly.com/add-and-manage-employee-fields#manage-fields)  
   5.3. [Restore archived sections or fields](https://help.engagedly.com/add-and-manage-employee-fields#restore)  
   5.4. [Reorder sections and fields](https://help.engagedly.com/add-and-manage-employee-fields#reorder)

### **1. Introduction**

Employee fields are predefined or custom data fields organized into sections and specific fields to store employee-related information. By default, sections include personal, contact information, work, diversity, and inclusion.

Admins can add sections and fields to capture organization-specific employee data. Managing these fields helps:

- Maintain consistent records
- Simplify administrative tasks
- Support better decision-making

### **2. Access employee fields**

Navigate to **Settings** **\>** **Global Settings** **\>** **Employee Fields**.

1. Click the **Down ![Down Arrow1](https://help.engagedly.com/hs-fs/hubfs/Down%20Arrow1.png?width=20&height=20&name=Down%20Arrow1.png) Arrow** to expand a section.

After expanding, it changes to an up arrow.

     2.   Click the **Up ![Up Arrow](https://help.engagedly.com/hs-fs/hubfs/Up%20Arrow.png?width=20&height=20&name=Up%20Arrow.png) Arrow** to collapse the section.

Each section displays:

- User fields: Preset or custom fields in the employee profile.

📒**Note:** Preset indicates a system-defined field.

- Type: Specifies the field type.
- Preset or custom: Shows whether the field is default or customized.
- Who can edit: Specifies whether only admins or both admins and employees can edit the field in the employee profile.

📒**Notes:**

- If you select “Admins only”, employees cannot edit that field in their profile.
- If both the admin and employee edit a field, then the employee can still view it in their profile even when public visibility is turned off.

- Public visibility: Indicates whether the field is visible to everyone in the organization.

**📒Note:** If public visibility is off and the employee cannot edit a field, then they do not view that field in their profile.

- Mandatory: Specifies that the admin must complete the field when adding an employee to the organization.

**📒Note:** You cannot add, import, or sync employees if the mandatory field is left blank.

### **3. Allowed and restricted actions**

The table shows the allowed and restricted actions for employee fields:

| **Allowed actions** | **Restricted actions** |
| --- | --- |
| Archive custom sections and fields | Delete custom sections and fields |
| Add fields to default sections | Archive default sections and fields |
| Add, edit, or delete options for single-select or multi-select field types | Edit the type of a custom field after creation |
| Archive all custom fields and some preset fields | Archive some mandatory preset fields |

### **4. Add custom sections and fields**

Add multiple custom sections and fields to the employee profile.

Navigate to **Settings** **\>** **Global Settings** **\>** **Employee Fields**.

1. Click **ADD SECTION** at the top right.
2. Enter the section title and click **SAVE & NEXT** to proceed with field creation.

After adding a section, you are automatically prompted to add a field within it. You can also navigate to an existing section and add fields manually.

     3.   Click **Add Field** at the top right of the section and enter the field title.

📒**Note:** You cannot add the same title for a section or field.

      4.   In the *“*Type” field, open the drop-down and select a custom field type:

- Text
- Number
- Date
- Single-select
- Multiple-select
- Boolean (Yes or No)
- Document

**📒Notes:**

- After adding a title for a custom field, you can edit it if required. However, you cannot edit the title for a preset field.
- After selecting the field type, you cannot edit it later.

     5.   Enable **Mandatory to fill** if employees must complete the field.

     6.   Select who can edit the field: **Employee**, **Managers**, or both. Admins can edit by default.

**📒Note:** If enabled, employees can edit their own profile, while managers can edit their direct report’s profile.

     7.   Select who can edit the field (Admins only or Admins and User).

**📒Note:** If you select “Admins only”, employees cannot edit this field in their profile.

     8.   Use the toggle to enable visibility to display the field:

- **Public:** To share the employee profile with everyone in the organization.
- **Custom:** **Employee**, **Managers**, or both. Visible to admins by default.

**📒Note:** With custom visibility, employees can view their own profile, while managers can view their direct report’s profile.

     9.   Click **SAVE** to apply the changes.

![Add and manage employee fields1](https://help.engagedly.com/hs-fs/hubfs/Add%20and%20manage%20employee%20fields1.jpg?width=670&height=375&name=Add%20and%20manage%20employee%20fields1.jpg)

While adding a field, add, edit, or delete options for single-select or multi-select field types. However, you cannot edit the field type after adding it.

All active custom field types appear in the employee profile, except document fields, which are visible only on the My Profilepage, Resource Centre, and Talent Profile.

### **5. Manage custom sections and fields**

After adding sections and fields, manage them if required.

#### **5.1. Manage sections**

At the top right of each section, click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png)** **Menu** and select:

- **Edit Section:** Edit the section title.
- **Archive:** Hide a section from the profile.

**📒Notes:**

- Archiving a section automatically archives all fields within that section.
- You cannot archive default sections to prevent the loss of critical information.

#### **5.2. Manage fields**

At the top right of each field, click the **Overflow ![Overflow Menu-Nov-20-2023-05-10-31-0841-AM](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) Menu** and select:

- **Edit Field:** Edit the field settings (except title and type).
- **Archive:** Hide the field from the employee profile.
- **Move to Section:** Move the field to another section.

**📒Notes:**

- After adding a title for a custom field, you can edit it if required. However, you cannot edit the title for a preset field.
- After selecting the field type, you cannot edit it later.
- You cannot archive some mandatory preset fields in the employee profile to prevent the loss of critical information.
- You can archive all custom fields and some preset fields.

#### **5.3. Restore archived sections or fields**

1. At the top of the “Employee Fields” page, open the drop-down and select **Archived**.
2. Click **Restore** to make the section or field active again.

#### **5.4. Reorder sections and fields**

- Drag the **Six ![Six dot icon-1](https://help.engagedly.com/hs-fs/hubfs/Six%20dot%20icon-1.png?width=20&height=20&name=Six%20dot%20icon-1.png) Dots** to reorder sections or fields.
- For fields, hover over them to display the dots.

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    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
- [Talent Profile](https://help.engagedly.com/talent-profile?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/talent-profile?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/talent-profile?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/talent-profile?hsLang=en#employee)
- [Skill Assessments](https://help.engagedly.com/skill-assessments?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/skill-assessments?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/skill-assessments?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/skill-assessments?hsLang=en#employee)
- [Suggestions](https://help.engagedly.com/suggestions?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/suggestions?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/suggestions?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/suggestions?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/suggestions?hsLang=en#faqs)
- [Notes](https://help.engagedly.com/notes?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/notes?hsLang=en#employee)
- [Resources](https://help.engagedly.com/resources?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/resources?hsLang=en#employee)
- [Other Apps](https://help.engagedly.com/other-apps?hsLang=en#main-content)

    - [Talent Card](https://help.engagedly.com/other-apps?hsLang=en#talent-card)
    - [CXO](https://help.engagedly.com/other-apps?hsLang=en#cxo)
    - [Org Directory](https://help.engagedly.com/other-apps?hsLang=en#org-directory)
    - [Diversity and Inclusion](https://help.engagedly.com/other-apps?hsLang=en#diversity-and-inclusion)

- [About Us](http://www.engagedly.com/about-us) 
    - [Management Team](http://www.engagedly.com/about-us/management-team)

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