How To: Enable Additional Fields

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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

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Step 3: Head to Employee Fields in the Settings tab

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

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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 Field 1 & 2 can be anything you want it to be!)
  • Custom Field 2 - (Custom Field 1 & 2 can be anything you want it to be!)

Screenshot_2024-06-12_at_2.51.21_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: 

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