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How to modify the employee form
How to modify the employee form

Customise the employee form by adding or editing fields or sections based on your needs.

Saad Saeed avatar
Written by Saad Saeed
Updated over a week ago

🎯 For advanced admins. Learn how to create, edit, and invite employees here.


What is the employee form?

In Planday, each employee has a profile where various information and personal data can be entered and managed.

By editing the employee form, you can customise which fields to include in the profile, which fields the employee can edit, and how the information is used to suit your operational needs.


How to set up the employee form

You can customise the employee form in Planday by navigating to Settings > People > Employee form setup.

Here, you can see and decide what sections and fields are visible to employees in the form, change the order of fields, and set who can access or edit data in the fields (depending on the employee’s access level).

For help with adding more selection options to the gender field, see the article on How to archive or add more gender options to your employee form or if you want to change the visibility of employee information collected from this form.

Planday EN Screenshots for HC.001.png

On the page, you will see an overview of how your employee form is currently set up. There are default categories for Information, Address, Payroll and Miscellaneous. You have a few options for editing, which are presented in this article.

Add a new section

Press the Add section button to add new sections to your employee form. Adding a new section will allow you to add more fields and keep them in a common area.

Planday EN Screenshots for HC.001.png

How to edit a field or section

We ask you to be extra careful when editing existing fields. Changes to an existing field can cause the information to be lost.

Click the pencil icon ✏️ on a line to edit the corresponding field or section. You can change the section's name and update settings for names, field types, permissions, and other field settings. The options available when editing a field is similar to those available when creating a new field.

Create a new field

If you want to add a field to an existing section, click + Add field. In the window that opens, you can configure the following:

Planday EN Screenshots for HC.001.png

Name: Enter the name of the field.

Type: Select the type of information that can be entered via this new field:

  • Text - Text, numbers, and symbols can be used as input.

  • Numeric - Only numbers can be added.

  • Dropdown - Create your own dropdown choices.

  • Date - Select a date from a calendar.

  • True / False - Checkbox.

  • Picture - Allows an image file to be uploaded with the form.

Default field value: You can pre-fill the field with a preselected value.

Access levels: Decide who can view, edit or write in the field and whether it should be required. You can see the three cases where the field can be displayed:

  • Edit employee or Create employee are the options where an administrator can view and edit the field (either when editing an existing employee or creating a new one).

  • Personal settings allow you to set which fields an employee can see and edit or be forced to fill out.


See the newly added field in use in the employee profile

As an admin, you can see the newly added field by going to Employees > selecting an employee > Edit > in the Edit Employee edit window, under the Personal details tab. (see screenshot below)

Planday EN Screenshots for HC.001.png

For employees, this field will appear in their profile area by navigating to their name at the top right of their screen and clicking Edit in the drop-down list.


How to reorder the sections and fields in the employee form

Click Manage order and an editing window will appear on the right side of the screen. Here you can set the order of the categories and fields in the employee form.

By clicking Expand or Collapse, you can show or hide the individual fields in the categories. If a category or field has a double dash (=) icon, you can reorder it by dragging and dropping it in place. If a lock icon 🔒 is displayed, the position cannot be changed.

Confirm your changes by clicking Save.

Planday EN Screenshots for HC.001.png

Archive a field from the employee form

Clicking on the Archive field icon 📥 will remove the corresponding fields so they are no longer visible in the employee profile. Fields cannot be deleted and only archived if they have this icon.

You can restore the removed fields by clicking the Unarchive field link from the Archived fields section at the bottom of the page.

Avoid archiving fields in the Payroll section as this information is the basis for many features in Planday.

Planday EN Screenshots for HC.001.png


See related articles:

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employee form setup, employee form set-up
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