Custom Fields and Custom Data
TimeIPS Custom data fields allow storing and using additional data to enhance custom payroll and custom reports. Data can be entered directly or imported/exported.
The IPSCDF Custom Data Fields module is required.
Using the left pane Main Menu » Administration, click on: System » Custom Data
Custom Data Field Entry
Custom fields are configured with a "key name" and "value name". Then, you can import or enter data for the actual keys and values you need. The key identifies who/what the data belongs to, while the value is the data itself.
Create Custom Data Fields
For example, to create a custom field to track the certification levels of employees:
Create a Custom Key Name such as "Employee Name" with a Custom Value Name such as "Certification Level" and optionally, set the Note to something descriptive, such as "Service Employees: Process Certification Level."
Click the Add Field button to save the entry.
To edit an existing field, update the text and then click the floppy disk icon to save.
Click the red X icon to delete a field.
Click Enter Data to add specific individual data for this set of custom fields. This will bring you to a similar looking page.
From here, enter individual Employee Names and Certification Levels.
Click the Add Data button to save the entry.
To edit an existing custom data entry, update the text and then click the floppy disk icon to save.
Click the red X icon to delete a custom data entry.
To Go Back to the Custom Fields page, click the blue arrow icon at the top of the page.
Attach Custom Data to Custom Reports
In Custom Reporting, use expressions to retrieve the certification level for an employee by specifying the field key name (Employee Name) and field value name (Certification Level) along with a specific "key" (an employee's name).
Using the left pane Main Menu » Administration, click on: Reports » Custom Report
If you already have a preset, find it in the Export Settings drop down menu, then click the Edit Preset button.
Go to the Columns Tab.
Under the Exported Columns section, click the + (plus) sign to the left of the appropriate cell/column. (In this example, we are looking at 1 (A).)
From the Data drop down menu, select Expression (In Default).
Enter the expression into the Default or Expression box.
Click the Save Settings button to save the changes.
Supported Functions for Advanced Expressions
Expression Variables for Custom Report / Custom Payroll Export