Contents
Overview
As a Super Admin, you can add up to 50 custom fields that will display when creating user groups and in reports that are generated from the Usage Dashboard. Custom fields are unrelated to the fields used for Advanced Analytics.
Adding Custom Fields
To add a custom field, go to Admin → User Management → Users → Custom Fields
1. Click "+ Add another field".
2. Enter a field key.
Note: Only a-z (lowercase), 0-9, and underscores can be used.
3. Enter a field label.
4. Save your changes.
Example
Acme Corp. has employees located across 5 US regions; Northeast, Southwest, West, Southeast, and Midwest. Jane would like to include employee regions in the user data that Acme Corp. shares with Betterworks. To do this, she will need to:
1. Add a custom field (key = "region", label = "Region"). Please note that custom field key is required and cannot be changed once set.
2. Add a new field to the organization's user file template.
3. Enter or map user data.
4. Share with Betterworks via CSV upload, HRIS integration, etc.
From there, the custom field will display with the "Region" label in the user group creation menu.
As well as in reports that are generated from the Usage Dashboard.
Deleting Custom Fields
To delete a custom field, go to Admin → User Management → Users → Custom Fields
1. Hover over the custom field.
2. Click the trash can icon.
3. Read the prompt.
4. Click "Delete."
FAQs
Who will be able to see the data included in custom fields?
Only Super Admins will be able to see the data.
Can custom fields and their associated data be deleted?
Yes. Once your custom field is saved, you'll see a trash can icon that you can click to delete it. You will also receive a warning prompt.
Note: If you don't see the trash icon, please contact your Program Architect, Customer Success Manager or Support Account Manager to enable the ability to delete custom fields.