Dashboard > Settings > Modules > Time > Customization > Custom Fields
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
In order to manage Custom Fields, users will need Edit permissions for Settings
Using Custom Fields allows you to include company-specific policies for time entry that your workers can then fill out when adding their time.
Creating Custom Fields
In the Time tab of your Company Settings, select "Customization"
Select "Add Custom Field"
Here is where you will be able to enter all the fields needed for your Custom Field
2. Select the name of the Custom Field and its Description
3. Determine the Type of field. This will be dependant on how you wish to measure your Custom Field. For example, if you are measuring your field in hours, which may require decimal points, select "Decimal" for Type.
Note; Decimal point Custom Fields can be calculated within your Time Reports.
4. Enter the minimum and maximum values allowed for your Custom Field.
5. Choose the Titles this Custom Field will apply to. This will guarantee that only the titles selected will see this field. Note; if nothing is selected, the field will be visible to all workers.
6. Here you can decide whether this Custom Field will be Optional, or Required.
Note:
Selecting "Required" means that if the field is not filled in, the time entry will not save and a message will appear reminding you that the field has not been filled.
"Required for check-out" allows workers to enter their time when they arrive onsite without filling out the Custom Field, and it will only be required upon checking out. This is helpful for Custom Fields such as "Was lunch taken?" or anything that can only be answered at the end of the work day.
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