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Table of Contents: Article IndexPrintable Version

Applies to versions: 3.1, 3.2



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 Field Key Name such as "Employee Name" with a Custom Field Value Name such as "Certification Level" and optionally, set the Custom Field Note to something descriptive, such as "Service Employees: Process Certification Level."


  • Click the Add New Custom Field button to save the entry.
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    To edit an existing field, click in the box to update the text and then click Save.
    Click Delete to remove 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.
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  • From here, click on the + (plus) sign in the upper left corner of the Add a New Employee Name, Certification Level Data Record (Service Employees: Process Certification Level) bar.
  • Enter an individual Employee Name and Certification Level with optional Note.
  • Click the Add New Custom Data Record button to save the entry.
  •  

    To edit an existing custom data entry from here, update the text in-place and then click Save.
    Click Delete to remove a custom data entry.
    To Go Back to the Custom Fields page, click the blue arrow icon above of this table.

     

     

     

     

    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 have already setup Export Settings, find its name in the Export Settings drop down menu, then click the Edit Settings button.
    For more detailed instructions on creating custom report settings, see the Custom Reporting/Payroll Export Settings article.
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  • 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).)
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  • 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.
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    To see a list of compatible expressions, see the Expression Variables for Custom Report / Custom Payroll Export article and the Supported Functions for Advanced Expressions articles.


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    TimeIPS is protected by one or more patents. Patent No. US 7,114.684 B2.