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Custom Fields is a powerful new way to manage your data and ensure you’re staying compliant. Our customers requested it, and we delivered. Here’s how (and why) to make the most of our latest release.
You might have heard other SaaS companies talk about custom fields. A number of the software products we use here at WhosOnLocation HQ offer this feature, and it’s a great way to make your tech stack work for you.
Custom fields are a way to personalize and tailor the data you use, add and store in an application. Instead of being tied to pre-defined input fields. you can go in and make your own rules.
Custom fields are available in WhosOnLocation for employee, service provider, and service provider organization profiles. Instead of sticking to the pre-defined data fields such as ‘Employee name’ or ‘Employee email address’, you can now create and name your own fields.
Whether you want a checkbox to indicate an employee’s eligibility to work, a calendar field to input their date of birth or to link through to their line manager’s profile – the options are endless!
Imagine there are four or five pieces of information you ask every new employee or service provider when they start their employment. Most will be quite generic e.g. name, home address, emergency contact number. However, you probably have some questions that are very specific to your organization, too. They might even be required for compliance.
For example, you might only allow pre-approved vehicles to enter your site for security reasons. As a result, you’d need to note down the registration number of each employee’s car.
You might also need to prove you’ve checked all employees are eligible to work in the country you’re based. Or perhaps you need to log information that will help run regular background checks, like an employee’s place of birth. With custom fields, you can be as specific as you need.
You can hide all of the standard information you don’t need to capture, to keep your employee and service provider profiles ordered. Simply hide any fields you don’t need and drag and drop in the fields you do.
You can even group fields together by ‘type’, saving them together in a tab. For example, for each service provider, you might have a contact information tab alongside an important documentation tab. This makes it quick and easy to locate the information your need – perfect for when the auditors come knocking.
Set up a template that works for your organization to ensure you’re only capturing information that’s relevant. Get peace of mind you’re storing all the data required to help you stay compliant.
Custom fields are available today, and included in your WhosOnLocation subscription. Visit our Help Center for step-by-step instructions on getting started.
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