Custom Fields

Enable user responses to custom prompts and gain deeper insights into your employees' daily activities.

Enable in Company Settings - Set up and Configure fields - View on Mobile
View on Web Portal - Run Reports

What are Custom Fields?

Assigning custom fields to timesheets allows you to capture tailored questions and responses from your team during their work day. With custom fields, you can capture more data by building out forms, questions and responses around your business’ workflow.

Allow or require users to provide data or answers to your custom questions as they are starting/stopping their day.

Enable Custom Fields

Go to Company Settings: Click the Gear Icon in the top right corner.
Enable Custom Fields: If disabled, toggle Enable Custom Fields on and click Save (If toggle is currently disabled, please reach out to your Timeero support team to enable)
Continue configuration: You can change the configuration by selecting Custom Fields from the submenu.

Configure Time & Mileage Custom Fields

In the submenu, you can create up to 10 custom fields for employees to fill out when starting or stopping time and mileage.

1. Click "Add Custom Field"
2. Name the Field and choose a Field Type:
3. Set the Field as Required
  Choose whether this field is Required or Optional.
4. Add Placeholder Text
  Provide a placeholder to guide users on how to fill out the field.
5. Select Prompt Time
  Choose when the user should be prompted to provide their input:
  - When Starting time
  - When Stopping time
6. Job-Specific Field
  Choose if this custom field should appear only when a certain job is selected.
7. Click "Add Custom Field" to save your changes.

You can use this icon to drag and reorder the fields. This will determine in which order they will be shown.

You can archive specific custom fields to no longer accept new input. Reports can still be generated for archived fields.

To limit which users can see which custom fields, jobs must be used. Assign the field to a specific job and then ensure that job is only assigned to the users who should see it.

Custom Fields can be edited or archived, but not deleted.

Once a Custom Field is added with a specific field type selected, that field type cannot be changed.

Custom Fields on the Mobile App

When viewing a timesheet on the mobile app, the Custom Fields data can be viewed by selecting Additional Info. If the user has editing permissions, the custom fields can be edited by selecting the pencil icon on the timesheet and selecting Add Additional Info.

If customs fields are set to appear when clocking in or out, a page titled "Additional Info" will be shown before the user confirms their start/stop time. If any fields are required, an asterisk will be shown to indicate they must provide an answer before they can complete their clock in/out.

Custom Fields on the Web Portal

To View Custom Field inputs:

Go to the Time & Mileage page
Click on the icon to View Timesheet
You should be able to see custom fields that were used

To Edit Custom Field inputs:

Go to the Time & Mileage page
Click on the icon to Update Timesheet
Near the bottom, you can see all applicable custom fields
Adjust the input and save the changes

Reports

To run a Custom Field Report:

Go to the Reports page
Select Custom Fields Reports
Select Create New Template in the top right corner of the page
Fill in the appropriate data for the report you would like to see
Select Generate Report
After generating the report, you can use the filter option to choose which columns you would like to see. The CSV exports will reflect the filtered view. You can also reorder the columns by selecting the dots next to the field name and dragging it to the desired spot on the report.

If you would like to run the same report again in the future, be sure to save it as a template before Generating the report. The information included in the report can be changed after you select the template. Please note that Custom fields must be active in order to run a report on them. Archived fields will not show.