Custom fields (schedule & timesheet)

In this article you can find out how to add custom fields to your schedule and timesheets.

 

🖥 Open in Shiftbase

It is possible to add custom fields to the schedule and timesheet. This allows you to include company specific information.

Contents

Adding custom fields

Finding the custom field

Adding custom fields

Navigate to Settings>Schedule or Time tracking>Custom fields.

Now click on the button + Custom field in the upper right corner to add fields for extra information. 

When adding a new custom field you will be asked for some information, please fill it out.

Types:

• • Text Field: Free text field where something can be entered.

  • Numerical Field: Only whole numbers can be entered.

  • Decimal Field: Numbers with decimals after the comma can be entered.

  • Monetary Value: Amounts of money can be entered.

  • Date Picker: Dates can be entered.

  • Checkbox: A choice can be made between yes and no.

  • Single-select Dropdown: You can add multiple options but can only select one in the schedule/timesheet.
  • Muli-select Dropdown: You can add multiple options and also select multiple options in the schedule/timetracking. 
• Description: Add a note to your custom Field

Applies to:

• • Shifts: Custom field is shown when creating/editing a service type.

  • Schedules: Custom field is shown when creating/editing a schedule.

  • Timesheets: Custom field is shown in that the fields are insightful/editable in the timesheet.

• Order: Decides in which order the custom fields will be displayed.

Click on Save when you're done.

Finding the custom field

Depending on what you selected in the option Applies to, you can find the created custom field in a different place.

Shifts:

You can find the custom field in every shift or shift template you open in the Schedule tab

Schedules:

You can find the custom field in the Schedule tab when opening a planned shift.

Timesheets:

You can find the custom field in the Timesheet tab when adding a new timesheet.