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 an Employee Attribute:

1. Click the Company name in the top right hand corner
2. In the drop down menu, click Company Setup
3. On the left hand navigation bar, 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

How to edit an Employee Attribute:

1. Click the Company name in the top right hand corner
2. In the drop down menu, click Company Setup
3. On the left hand navigation bar, click Employee Attribute
4. Under All Attributes, click the Pencil icon on the far right that corresponds with the Attribute
5. Edit the necessary fields depending on the Type: Text, True/False, Number, Date, or Select
6. Once done, click Save

How to delete an Employee Attribute:

1. Click the Company name in the top right hand corner
2. In the drop down menu, click Company Setup
3. On the left hand navigation bar, click Employee Attribute
4. Under All Attributes, click the Garbage icon on the far right that corresponds with the Attribute
5. Under the pop up, click Delete Attribute 

Additional Information

Employee attributes can be used for things like distinguishing between a part time or full time employee, or adding a Serving It Right Expiry Date. If employees are self-onboarding, they will be prompted to fill out to the attributes. If the employee is already with the Company prior to the creation of the attributes, you can add in their Employee Profile. 

If you delete an Employee Attribute, it will be removed from the employees. 

To view these attributes for multiple employees, we recommend generating the Employee Information Report and select your desired attribute(s) to review under Fields.

 Please note that only Super Administrators and Team Administrators that have permissions to Setup Employee Attributes will have access.

Related Articles

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