🎯 For administrators with legacy Planday accounts.
Most legacy Planday accounts have only male and female options when choosing gender in the employee setup form. By default, this is a required field that you, as an admin, must fill out, and your employee can choose.
Through consensus, we have reached a solution that gives you and your employees control while keeping the current setup for clients who need this field mandatory. Here is how you can change it for your Planday setup with a few easy steps.
Archive the current gender field
Start by going to your Employee field setup form via Settings > People > Employee form setup. Press the Archive field button on the row of the existing Gender field.
Once archived, the field will be moved to the Archived fields section at the bottom of the employee form, and the legacy choice is no longer visible on the employee create or edit form nor on the employee profile settings.
Create a custom gender field option
Under the Misc section, press the Add field link and set Type to dropdown. This allows you, as an admin, to add a custom selection of gender choices for the employees to pick from. Alternatively, you can set the Type to text, allowing employees to write how they wish to identify.
Under Access levels, set the permissions to allow you and the employee to edit this field when creating or editing their profile.
You can also set if this is a required field to fill or optional.
Depending on what you set up, the employee can now go into their profile via the web or Planday app and identify their choice of gender.
Can I add additional genders to the field instead of archiving it?
No. If you want your employee form to support additional gender options, you can create a custom field as a dropdown with a defined set of options. Or you can add a text option to let your employees write how they wish to identify. If you add a custom gender selection in your employee form, archive the legacy gender field and replace it with your custom field.
Are any integrations affected by this?
Some legacy payroll integrations may require mapping employees to a fixed gender field. Please check the syncing requirements of your integration if you work with a service that requires a gender field to be present when sending employee data. This will help ensure that the necessary data is transmitted correctly and that all relevant fields are included in the integration process.
Can the newly created gender field be put back in the Information section?
When you archive the old gender field, a new custom field can only be created in a section such as Miscellaneous or Payroll.
Need more help?
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