How To: Enable Additional Fields

Have more questions? Submit a request

When enabled, include these additional fields when uploading employees (template in the CSV upload process). Then sort and filter by these additional fields in the dashboard or downloadable reports.

Utilizing these optional additional fields will enhance the reporting features in Groundswell by giving you a better reporting experience!

Step 1: Login to your Groundswell Admin Dashboard

Step 2: Click “Settings” on the left hand side

Screenshot 2024-06-12 at 3.23.50 PM.png

Step 3: Head to Employee Fields in the Settings tab

Screenshot 2024-06-12 at 3.24.51 PM.png

Step 4: You will need to toggle on the “additional employee fields” settings

Screenshot_2024-06-12_at_2.50.38_PM.png

Step 5: Select which additional fields you would like to turn on. Below are the additional fields you can select:

  • Business Unit
  • Department
  • Job Tier
  • Location
  • Custom Field 1 - (Custom Fields 1 - 4 can be anything you want it to be!)
  • Custom Field 2 - (Custom Fields 1 - 4 can be anything you want it to be!)
  • Custom Field 3 - (Custom Fields 1 - 4 can be anything you want it to be!)
  • Custom Field 4 - (Custom Fields 1 - 4 can be anything you want it to be!)

Screenshot 2024-09-10 at 4.27.36 PM.png

Step 6: Click “Save Changes”

Step 7: Now that you’ve turned on additional fields you can review the How To: Add or Update My Employees/Employee List article to complete the next step of adding/updating your employee data with these new fields. 

 

Video Instructions: 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.