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How do I create a custom field?

GoCo allows you to create custom fields so you can add additional information that you would like to gather and have saved in GoCo. These fields can be filled in by the admins, employees, or both!

Some examples of custom fields are computer tracking, license numbers, t-shirt sizes or food allergies.  

To get started, follow the steps below.

  1. From the right side menu, click the Manage button in the Custom Fields card
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2. Under Custom Fields, you can manage an existing custom field or add a new one by clicking +Add Custom Field in the upper right corner. You can also +Add Field Group if you want to sort or categorize your custom fields!

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3. Add a custom field. See below for a description of all the options.

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  • Field Name: how the custom field will appear on the Custom Fields listing
  • Description: What the person filling out the field will see. You can format this as a question or a statement.
  • Field Group: Add this task to an existing Field Group to categorize and organize tasks. 
  • Field Types:
      • Currency - create a field that can be set to many common international denominations
      • Date - create a field that will show a popup calendar and display formatted date info 
      • Dropdown - build a list of answers from which one can be chosen
      • Long Text - space for multiple sentences
      • Multiple Choice - build a list of answers from which one or more can be chosen
      • Number - field that only allows numeric digits
      • Short Text - space for a single sentence
      • File Upload - allows the receiver to upload a requested file 
  • Who fills out this field? Team Members, Admins, or Team Members + Admins. You can decide if you want to give the employees the ability to change the field at any time.
    • Team Members:
      • Require the field to be filled out during onboarding. You can require this field to be completed by Employees during hiring so that it is never missed.
        • Note: currently there is no conditional logic around custom fields. If you set a custom field as required and it doesn't apply to an employee, they will be forced to enter something.
    • Admin
      • Field is visible to the team member. If assigned to Admin only, you will have the option to make this field visible or hidden from employees
      • Require the field to be filled out during hiring. You can require this field to be completed by Admins or Employees during hiring so that it is never missed
  • Payroll Sync: Pass info from this custom field on to the Payroll Dashboard for processing to your payroll system. *Note: File Uploads will not pass on to Payroll Sync.

4. Enjoy your new custom field!

To learn how to pull a report on your custom field data, click here.

For additional questions, contact help@goco.io.