Configuring Profile Fields

How to set up an Employee's Profile fields.

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If your site has been migrated to include the Personal Tab you should use the article Employee Profile Redesign - Personal Tab to learn more about configuration options and settings.


Accessing Employee Data Settings

The Employee data settings section configures the administrative settings pertaining to employee data in your Namely platform. Permission to access this section is generally limited to administrators, however, organizations can allow select areas of the Settings section to be available to managers, directors, or other leadership roles, according to their preferences.


To access your Company Settings page:

  1. In the navigation bar, click Company.

  2. Click Settings
     

Updating Your Profile Fields

Profile Fields (under Employee Data) allow you to add, remove, or edit any of the data fields that surface in employee profiles. You can change the order in which you want the fields to display on the profile, and create sections, or blocks, to organize your profile fields. 

Add a New Block

Blocks allow to group your fields in ways that make sense for your organization.  Examples of common blocks include General, Compensation, Documents, etc. 

To add a new block into which you can subsequently place your profile fields:

  1. Click Add New Block.

  2. Click the block and enter a title for it.

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Refer to this video: Add a New Block

 

Add a New Profile Field

Once you have created your blocks, you can begin adding new profile fields:

  1. Click Add New Field.

  2. Enter a Label name for the field.


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  1.    Select a field Type*.

  2.    Click Save.
     

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Note: Once you have created a new field, see How do I make a Profile Field visible for all employees? to learn how to make the field visible.


Edit and Remove Profile Fields 

To edit a profile field, click edit next to it.

To remove a profile field, click remove next to it.

  • Note: You can only remove custom fields that you have created.


Reorder Profile Fields

To change the order in which your fields display on employee profiles:

  • Drag the field to the desired location- you can drag to a different spot in the same block or drag the field into a different block entirely.

  • Click Save Order.

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* Profile Field Types

There are seven types of profile fields in Namely. Each are used for a specific purpose:

  • Text: A short text field that should be limited to 500 characters.

  • Long Text: A text field used for fields requiring a greater character limit - there is no character limit.

  • Date: A date field in your preferred date format.

  • Select: A dropdown with menu with multiple options. Choose this option and you'll be prompted to enter options for a dropdown menu.

  • Checkboxes: Multiple options in checkbox format.

  • File: Gives users the ability to upload a file.

  • Number: Gives users the ability to enter number data.