Data Fields (admin)

Introduction

PerformYard includes a standard set of fields for collecting data about employees and, more importantly, the ability for administrators to add and customize any data fields they want to capture. To manage data fields, navigate to the Data Fields page within Administration. Here you'll find a list of every data field currently in use. The list of data fields includes not just the field name but also tags, type, visibility, and edit permissions for the field.

Creating an Employee Data Field

To create a new field, click Add Field and complete the inputs to set the appropriate details for that new field.

  • Field Name: Name the field
  • Field Type: PerformYard includes the nine field types. Depending on the type you select, you may be asked for additional information.
    • Text: A text field designed for a short answer
    • Large Text Box: A text field designed for a longer answer
    • Numeric: A field expecting a number
    • Monetary: A field expecting a dollar value
    • Date: A field where you will select a date
    • Multi-select: A field where you may choose many from a defined list
    • Single-select: A field where you may choose one from a defined list
    • Person: A selection field where you choose from any PerformYard user
    • People: Similar to person, but where you can select multiple people at once from any PerformYard users
    • Phone: A text field to include a telephone number
  • Filed is Visible To: A field can be visible to:
    • Everyone, representing all active employees in PerformYard
    • Admins only (solely the administrators/billing administrators)
    • Employee and Admins Only, which includes the employee whom the data is about and all administrators
    • Manager and Admins Only, to representing the subject employee’s manager (including chain of command) and administrators
    • Employee, Manager and Admins Only, to include the employee, his/her manager/chain of command and administrators, but excluding all other employees
  • Field is Editable By: Editing permissions require that the user(s) have visibility permissions. A field can be edited by:
    • Admins only
    • Employee and Admins Only
    • Manager and Admins Only
    • Employee, Manager and Admins Only
  • Tags: Create any tags to generally describe the field; tags will be used to filter the view of all data fields by like items.
    • Tag a data field with "notify" to identify those fields for which you want changes to appear in the administrator weekly notification. When a field tagged "notify" is changed, that will be communicated to an administrator.

Managing Employee Data Fields

    To modify or delete a field, click Edit or Remove Fields. You’ll see that each data field displays either an Edit, Remove, or both options next to it. Clicking Edit will open the field details, allowing you to update properties such as visibility, available options, edit permissions, and tags. Selecting Remove will permanently delete the field along with all associated data and history for every employee. When you're finished making changes, click Done editing fields to save your updates. Note that some fields may not have a Remove option, these are standard fields provided by PerformYard and cannot be deleted.

    Reordering Employee Data Fields

    The order of fields in the administration list determines how they appear on each employee’s Details page and the Edit Employee page. However, if an employee does not have permission to view a specific field, either for themselves or others, that field will be hidden from their view. To change the field order, click the Reorder Fields button. Fields that can be reordered are marked with three horizontal bars to the left of the field name. Simply drag and drop fields into your preferred order, then click the Save Order button to apply the changes.