Creating Custom Fields
Create custom fields to capture additional structured information about your people.
Introduction
Custom fields allow you to store information that is unique to your organisation — such as Cost Centre, Probation Date, Allowances, Regions, or Internal Codes.
Once created, custom fields appear on the Settings tab of a person profile and can be updated at any time.
Before You Get Started
You must be an Account Owner or Admin to create custom fields.
Plan your fields carefully - always consider if you need a new custom field
Getting Started
From the left-hand menu, go to Settings.
Click Custom fields.
Click Add custom field (top right).
Create Your Custom Field
When creating a new custom field, you will be asked to configure the following:
1. Field Name
Enter a clear and descriptive name (e.g. Cost Centre, Probation Date, Bonus %).
2. Field Type
Choose from one of the available field types:
Text – Free text entry
Date – Calendar date picker
Choice – Select from predefined options
Number – Numeric value (with optional % or $ format)
3. Configure Field Options
Depending on the field type selected, you may be able to:
Add predefined options (for Choice fields)
Select a number format (% or $)
Mark the field as required
Once configured, click Save.
Managing Existing Custom Fields
From Settings → Custom fields, you can:
Click Edit to update the field configuration
Click Archive to remove it from active use
Archiving a field removes the field AND the historical data.
Where Custom Fields Appear
After saving, your custom field will appear on each person’s profile under:
Person Profile → Settings tab → Custom fields card
You're All Done!
Your custom field is now ready to use across your organisation.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section within Worknice.