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Employee Data Fields

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What Are Fields?


Employee data in Poppulo Harmony is categorised into different data 'fields'. An employee's 'First Name', 'Country' and 'Department' are all examples of different data fields. These fields allow you to easily identify your audience. You can use the data to create dynamic distribution lists called a Saved Search

You can see what fields are available to use by going to the People area and selecting 'Fields'.

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You can upload data to any of these fields by Manually Importing Employee Data. If the default fields provided are not suitable, you can choose to:



Below is a list of the default fields available in Poppulo Harmony
Note: It's important to be aware of GDPR when storing employee data. 

Fields / Attributes
Email Address
Salutation
First Name
Middle Initial
Last Name
Preferred Name
Company
Title/Position
Gender
Employee ID
Date of Birth
Employee Start Date
Mobile Number
Employment Status
Department
Division
Business Unit
Function
Team
Reports to
Pay Grade
Cost Center
Address
Address 1
Address 2
Address 3
Office / Building
Site/ Location
City
State/ Region
Post Code
Region
Country Code
Country Name
Note: Some fields can autocomplete, meaning that field values imported will appear in a selector throughout the system rather than the user having to type a text value. Fields that behave like this are marked with a star. User-added image
 

To Rename a Field

  1. In the People area of your account, select Fields.
     

  2. On the Fields screen, click Field Name in blue.

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  1. Enter a new Name for your field and select Save.
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  2. The renamed field will appear with the original name in grey as below.
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    The new name will display when you Run a Search.


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To Create a Custom Field

Note: Once you create a custom field you cannot edit or delete the field.
 
  1. In the People area of your account, select Fields.
     

  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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Lock a Custom Field

  1. In the People area of your account, select Fields.
     

  2. On the Fields screen select Lock; under the Actions column, to the right of the Custom Field you'd like to lock.
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  3. In the Lock Field pop-up, enter a Reason for locking the field, then click Lock Field to complete. (Entering a reason is mandatory, to give other Poppulo Harmony users visibility.)
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  4. The locked Data Field will no longer appear as an option to populate during a data import. 

    Note: The process is the same to Unlock a data field. The Lock button will appear as Unlock.

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