ANTE User Manual

Employee Custom Fields

Employee Custom Fields let you add your own fields to every employee record — things ANTE does not ask for out of the box, such as Section, Production Line, Locker Number, Uniform Size, or a Medical Certificate file. Each field has a type, so the value is checked when it is entered, and once a field exists it works everywhere employees are listed: as an optional column on Employee Records, as a filter, in the search box (for text fields), and as a column in the Excel export and import.

This page defines the fields for the whole company. The values themselves are filled in on each employee's record — see Employee Records.

Employee Custom Fields — the company's own employee attributes, in the order they appear on forms

Opening Employee Custom Fields

  1. Open Manpower in the sidebar.
  2. Go to HR Setup.
  3. Click Employee Custom Fields.

Who Can Do What

Opening this page needs the Employee Custom Fields configuration access permission. You do not need it to use the fields: seeing the columns and filters on Employee Records and filling the values in while adding or editing an employee only need the permissions you already have to view or edit employees.

  • Add field needs the create permission.
  • Editing, reordering, archiving and restoring a field, and managing its options, need the update permission.
  • Deleting a field needs the delete permission.

Field Types

Pick the type that matches what you want to record. The type cannot be changed once any employee holds a value for the field.

  • Text — one short line, such as a locker number or badge reference. Searchable from the Employee Records search box.
  • Long text — several lines of notes. Also searchable.
  • Number — a number with optional decimal places (up to 4), a minimum and maximum, and a display unit such as kg. Filtered by a Min / Max range.
  • Date — a calendar date, filtered by a date range.
  • Dropdown — one choice from a list you define, for example a Section or Production Line. Filtered by one or more choices.
  • Multi-select — several choices from a list, for example certifications. The filter offers Any (has at least one of the chosen options) or All (has every one).
  • Yes / No — a simple switch, filtered by Yes, No or Not set.
  • File — a single attachment, such as a medical certificate. Uploaded on the employee's record; filtered by Has file / No file. File fields are exported (file name) but cannot be imported from a spreadsheet. The file must be one you uploaded for that field: a file that already belongs to a task, project, drive folder, employee or personal media, or another employee's field is rejected. Clearing or replacing the value deletes the old attachment only when nothing else uses it.

Adding a Field

  1. Click Add field
    The field dialog opens.
  2. Enter the label
    The label is what users see on forms, as the column header, and as the Excel header on export and import. It must be unique within the company and cannot reuse a built-in column name such as Employee Code. A short technical key is generated from it for you.
  3. Choose the type
    See Field Types above.
  4. Add help text (optional)
    Shown under the input to explain what to enter.
  5. Set the type's options
    A Number field asks for decimal places, minimum, maximum and unit; Text fields for a maximum length; a File field for the accepted file types. Dropdown and Multi-select fields need at least one option — type each option and press Enteror Add option; use the arrows to order them.
  6. Set the behaviour switches
    • Required — must be filled when an employee is created, and cannot be cleared afterwards. Existing employees without a value are not affected until they are next edited.
    • Show as a column by default — the column is visible on Employee Records without turning it on in Column Visibility. Users can still hide it, and changing this later does not override a user's saved choice.
    • Visible to the employee — the value is shown read-only on the employee's own Employment Details dialog on the dashboard. Fields without this switch are only visible to HR.
    • Employees can edit this field themselves — the field also appears on the employee's My Profile in the Update right away card; changes are saved immediately and recorded in the audit log. It implies Visible to the employee and is not offered for attachment fields.
  7. Click Save
    The field appears at the bottom of the list and immediately on the employee forms, the Employee Records columns and filters, and the import template.
Tip

Keep labels short: they are column headers. Section reads better than Employee production section assignment.

Ordering Fields

Drag a field by its handle to change the order. The order is used on the employee Add and Edit forms, on the detail page, and for the custom columns in the Excel template, so put the fields people fill in most often first.

Managing Dropdown Options

Edit the field to change its options. Options are retired, never deleted, while any employee still has them: a retired option disappears from the picker and the filter, but an employee who already holds it keeps it, shown as (retired), until someone changes the value. Adding an option with the same name as a retired one brings it back. An option nobody uses can be removed outright.

Option names cannot contain a comma, because a comma separates several options in one spreadsheet cell on import.

Archiving, Restoring and Deleting

  • Archive hides the field from forms, columns, filters, the export and the import template, but keeps every value. The employee detail page still shows an archived field, marked as archived, while it has a value. Use this when a field is no longer collected but its history matters.
  • Restore brings an archived field back exactly as it was.
  • Delete removes the field and every employee's value for it, including uploaded files. When the field is in use, the dialog shows how many employees are affected and asks you to type that number to confirm; it also offers Archive instead.
Warning

Deleting a field cannot be undone. If the values might be needed again, archive it instead.

Where Custom Fields Show Up

  • Employee Records — one optional column per field (turn them on under Column Visibility), one filter per field under More filters, and the search box also matches Text and Long text values. The Search by dropdown lists each text field so you can search one field only.
  • Adding or editing an employee — an Additional Information section (its own tab when editing).
  • An employee's detail page — an Additional Information card.
  • Export and bulk import — one spreadsheet column per field, headed by its label. On import a blank cell leaves the employee's existing value alone (there is no way to clear a value from a spreadsheet); a dropdown cell must match an existing option exactly, and several multi-select options are separated by commas.
  • The employee's own Employment Details dialog on the dashboard — only fields marked Visible to the employee.

How It Connects

Gets its data from

  • Employee Records — values are entered in the Additional Information section when adding or editing an employee.
  • Employee import — each importable field is a column in the template; blank cells leave the existing value alone.

Feeds into

  • Employee Change Approvals — each field can require approval with its own workflow, for HR edits (an employee's own My Profile edit of a custom field always saves at once).
  • Employee Records — adds a column, a filter and a search-by option per field to the employee list.
  • Employee export — adds a column per field to the exported spreadsheet.
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