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When you post job notices, approve timesheets or hire new staff you are able to record information with each job/timesheet/staff member for your own records that you do or do not want to share with the staff. For example, say I want to collect information on whether a job has been approved by my store manager or not. I will enter the name of the field, as well as help text for my staff so that they don’t forget what this field is referring to. After this, I will tick the relevant boxes for this field.
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Next I will choose what type of display the field is for. At 1 you can select this, and view a preview of what the field display will look like underneath. Now that I’m happy with the checkbox field, at 2 I will press New Option to add a new option, enter the name, and press Save Option.
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You can also select for what roles the job is created for that the question must be asked. For example, if I wanted to only make the store manager’s approval be required to be noted when making a job for the assistant manager, I’d untick every role but the assistant manager.
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Staff Member/Staff Access denotes whether the staff member can view the field on the job offer.
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This is what it would look like if your field is set to view only. Press Save Field to save the custom field, and now when we create a new job, our field appears for the relevant roles!
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The process for timesheets and staff information fields is still the same, but they have slightly different options available to them such as the staff access option being able to be set to view and edit on a staff information field.