To set up custom field names for your employee records, select the General tab in the Employee Defaults window. Custom fields offer you a way to keep track of specific information your business needs. Each business is unique. While we already provide fields to record most common business data, you probably require other information about your employees from time to time. Customizable fields let you set up and store that data.
You use the custom fields to set up fields that don't exist on the Employees/Sales Rep window. For example, if you wanted to record your employees' education levels (such as high school, college degree, graduate degree), you could enter the label for the field as Education in Employee Defaults. Then, when entering employees (in Maintain Employees/Sales Reps), you would enter their education levels on the General tab.
Select the Enabled check box to enter or change the field label. If you decide not to use a field, simply clear the Enabled check box. The data will remain, but it will not be accessible. If you decide you want to use the field label again, check the Enabled box, and the program will make the data available.
There are three steps to setting up and recording custom fields:
- Set up and enable custom field names in Employee Defaults.
- Enter custom field data for each employee record in Maintain Employees/Sales Reps.
- View and print the data in Payroll reports.