How To Create And Edit An Employee Attribute

Goal

• How to add employee information that is specific to them or the Company (i.e. full time vs part time)
• How to request employees to fill in information during employee onboarding

Environment:

• Push Web App

Process:

How to create a brand new Employee Attribute:

1. Click the Employees tab
2. On the left hand navigation bar, click Employee Settings
3. Under Employee Settings, click Employee Attribute 
4. Click Add New Attribute
5. Under Name, click the White Box and input the title of the Attribute
6. Under Type, click the drop down menu and select: Text, True/False, Number, Date, or Select
7. If Select, under Enter Options and Press Tab/Enter, input the answer options
8. Check/uncheck the box that corresponds with Onboarding: Onboarding fields will be editable by employee after onboarding is complete
9. Check/uncheck the box that corresponds with Required Field
10. Under Positions, click Select Options to add the specific Positions
11. Once completed, click Save
12. The page will refresh and list the new Attribute under All Attributes!

How to edit an existing Employee Attribute:

1. Click the Employees tab
2. On the left hand navigation bar, click Employee Settings
3. Under Employee Settings, click Employee Attribute 
4. Under All Attributes, click the Pencil icon on the far right that corresponds with the specific Attribute you wish to update
5. Edit the necessary fields depending on the Type: Text, True/False, Number, Date, or Select
6. Once done, click Save
7. The page will refresh with the latest changes!

How to delete an Employee Attribute:

1. Click the Employees tab
2. On the left hand navigation bar, click Employee Settings
3. Under Employee Settings, click Employee Attribute 
4. Under All Attributes, click the Garbage Can icon on the far right that corresponds with the Attribute you wish to delete
5. A pop up messsage will appear,  click Delete Attribute to complete the process
6. The page will refresh and the Attribute will no longer exist!

Additional Information

Employee Attributes are a useful way to track unique employee-specific information. Businesses can store details such as food allergies, uniform sizes, certification expiry dates, and more within the employee profile and generate reports as needed.

These attributes can be used during digital onboarding, allowing new employees to provide this information before their first day. With or without digital onboarding, employees can manually enter these details via the web app, or an Administrator can add them to the profile, ensuring details are captured upfront to save time and reduce follow-ups.

Important Notes:

• If an Administrator deletes an Employee Attribute, it will be permanently removed from all employee profiles, and the data will no longer be accessible.
• To view these attributes for multiple employees, generate the Employee Information Report and select the desired details under Attributes.
• Only Super Administrators and Team Administrators with permissions to set up Employee Attributes can access this feature.

Related Articles

• How to Edit an Employee's Information
• How to Run an Employee Information Report