New fields, known as User-Defined Fields or UDFs, can be added to employee records.
UDFs can be setup to simply hold a value, or accumulate when each time a pay is closed, or calculate based on other fields/Payroll Rules – the following example details how to add a UDF that has a picklist, so users can select an appropriate value.
To add a UDF, you need to:
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Navigate to Administration> User Defined Fields.
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Right-click and select Add Record.
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Enter a Field Name and Description.
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Fill in the required values on the Details (i) tab:
Please note:
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the Tab Page field can be specified as any tab on the employee record.
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the Size field cannot be changed once the UDF is saved.
More information regarding the fields on the Details (i) tab can be found in Help Topic 399 – available here.
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On the Details (ii) tab, click Edit Items and add the required options to be selected in the UDF:
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Click Save + Close and then click Yes when prompted to commence upgrade:
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Click Ok once upgrade has completed:
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Click Yes to leave PayGlobal:
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Log back in to PayGlobal.
Important things to note when adding a new UDF:
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All other users must be logged out of PayGlobal.
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There must be no open pay sequences.
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The User Profile, of the user adding the UDF, must have Edit access to the Administration area and be set as a Supervisor.
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It’s recommend trying this in a Test database first, to ensure you are happy with the results, before implementing in a Live database.
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Depending on the purpose of the UDF (eg. it needs to calculate in a special way etc.), you may need to engage one of our consultants to scope and implement a solution accordingly. Please note that their work is likely to be chargeable.