Master Data
How to define, manage, and securely configure fields in the employee profile.
Getting Started with Master Data Fields
Section titled “Getting Started with Master Data Fields”In the employee profile, the master data is initially empty. You define it centrally in the account settings under the Fields section.
Importing Fields via Groups
Section titled “Importing Fields via Groups”The easiest starting point is importing predefined field groups. Here you’ll find common sets that can be applied with just a few clicks.
Alternatively, you can create your own groups.
Group Structure
Section titled “Group Structure”Group Composition
Section titled “Group Composition”- Each group has a name.
- You can add as many fields as you like to a group.
Fields in Detail
Section titled “Fields in Detail”Field Name and Type
Section titled “Field Name and Type”Each field requires:
- a name
- a field type
The following field types are available:
- Text
- Text area
- Number
- Decimal number
- Phone
- Date
- City
- Country
- Selection (Dropdown)
- Multi-selection
- Checkbox
- URL
Advanced Settings
Section titled “Advanced Settings”For each field, you can set additional options:
- Hide from employee: The field is not visible in their own profile.
- Employee cannot edit: The field is visible but not editable.
- Sensitive: Access only possible with special permission (e.g., only for HR admins).
Managing Fields
Section titled “Managing Fields”Deleting Fields
Section titled “Deleting Fields”If you delete a field, all associated values are permanently removed.
Editing Fields
Section titled “Editing Fields”You can safely do the following at any time:
- Change the order of fields
- Edit the names of fields
Changing Groups
Section titled “Changing Groups”Visibility and Permissions by Default
Section titled “Visibility and Permissions by Default”If you don’t set advanced options, the following applies:
- The employee can see all their fields.
- They can also edit them independently.