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Create Custom Data Fields

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Employee data within Poppulo Harmony is categorised into different data Fields. In addition to the default fields, you can also create your own custom fields to store your employee data. For instance, if you want to send Pension communications to those People on a particular type of pension plan, you can create a custom 'Pensions' data field. This makes it much easier to target communications to that group.

Use the instructions below to create a custom field. 
 

To Create a Custom Field: 

  1. In the People area of your account, select Fields.
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  2. On the Fields screen, click New Field on the right.

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  1. Enter a Name for your custom field and select a the data Type which will be stored within the custom field.
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  • Text holds both words and numbers (maximum length of 255 characters)

  • Number holds only numerical values.

  • Date holds date format (ddmmyy, dd/mm/yy, dd/mm/yyyy) 

  • Yes/No holds either yes or no. 

  • Selector creates a drop-down list of options specified by you.

 
  1. Click Save to create your Custom Field.
     

  2. Your new Custom Field will appear on the Fields screen (the below example uses the Text type option with the title "Bike to Work"). 
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    Note: You can also Lock a Custom Field, hiding it from data imports. 


 

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