ANTE User Manual

Add Custom Employee Fields and Filter by Them

In this tutorial you add a Section dropdown and a Locker Number text field to every employee record, fill them in for one employee, and then use them to slice the employee list. By the end you will know where the values show up and how to find people by them.

What you need

  • The Employee Custom Fields configuration permissions (create and update).
  • Permission to edit employees.
  • At least one employee in Employee Records.

Step 1: Create the Section dropdown

  1. Open Manpower → HR Setup → Employee Custom Fields
    The page lists the fields your company already has, in the order they appear on forms.
  2. Click Add field
    Enter Section as the label and choose the Dropdown type.
  3. Add the options
    Type Assembly and press Enter; repeat for Packing and Quality Assurance. Each option gets a colour so the chips stand out in the list.
  4. Switch on Required and Show as a column by default
    Required means every new employee must have a section. The column switch puts the field straight onto Employee Records without anyone touching Column Visibility.
  5. Click Save
    The field appears at the bottom of the list with Not used yet under it.
The result: a required Section dropdown shown as a column, with its options previewed as chips

Step 2: Create the Locker Number text field

  1. Click Add field again
    Label Locker Number, type Text, maximum length 10.
  2. Leave the switches off and Save
    A text field is searchable from the Employee Records search box without any switch.
Tip

Drag the handle on the left of a field to change the order. The order is used on the employee forms, the detail page and the Excel template.

Step 3: Fill the values in for an employee

  1. Open Manpower → Employees → Employee Records and click an employee
    Click Edit, then the new Additional Info tab.
  2. Pick a Section and type a Locker Number
    Choose Assembly and type L-042.
  3. Save Changes
    The employee's detail page now shows an Additional Information card with Section: Assembly and Locker Number: L-042.

Step 4: Filter and search the list

  1. Go back to Employee Records
    The Section column is already visible, showing Assembly on the employee you edited and a dash on everyone else.
  2. Click More filters and pick Assembly in the Section filter
    The list narrows to the employees in that section. Choosing Not set instead lists everyone who still has no section — useful right after adding a required field.
  3. Type L-042 in the search box
    The search matches text custom fields too, so the employee with that locker appears. To search only lockers, change Search by to Locker Number.
  4. Click Export
    The downloaded spreadsheet has a Section and a Locker Number column after the built-in ones; the import template has the same columns.

What you did

You defined two company-specific fields once, and ANTE used them everywhere: the employee forms, the detail card, the list's columns, filters and search, and the Excel files. To add more types — numbers with units, dates, multi-select lists, yes/no switches or a single attachment — see Employee Custom Fields.