Payroll and HR CA Ideas Portal

It would be helpful for custom fields (in Employee data) to have the option to select a Team (Versus Everyone OR Specific Employees).

It would be appreciated if Custom fields within Employee data has "Teams" as an option of the assignment choices. Choices would be: Everyone, Specific employees, or Teams (possibly want a multi-choice under Teams). instead of having to choose each employee to whom the custom field should apply.

  • Guest
  • Sep 10 2024
  • We're Taking A Look At This
  • Guest commented
    01 Apr 19:21

    Problem Description:

    Currently, the system displays all custom fields individually when assigning them to employees (as seen in the "EMPLOYEE" tab, eligibility section). In scenarios where a large number of custom fields exist, this results in an overwhelming and inefficient user experience.

    Specifically, as illustrated in the provided screenshot, we have numerous individual custom fields related to client invoices (e.g., "1a. Client name (Residential)", "1b. Invoice 1020 Amount", "1c. Invoice 1050 Amount", etc.). Managing these fields one-by-one for each employee is time-consuming and prone to errors.

    Proposed Solution:

    We request the implementation of a grouping mechanism for custom fields. This would allow administrators to bundle related custom fields together into logical groups (e.g., "Client Invoice Details"). When assigning fields to employees, administrators could then select entire groups instead of individual fields.

    Benefits:

    • Improved User Experience: Simplifies the process of assigning custom fields, especially when dealing with a large number of fields.

    • Increased Efficiency: Reduces the time and effort required to manage employee field assignments.

    • Reduced Errors: Minimizes the risk of missing or incorrectly assigning individual fields.

    • Enhanced Organization: Provides a more structured and manageable way to organize custom fields.

    Example Implementation (Possible):

    • Introduce a "Create Group" option within the custom field management section.

    • Allow users to select multiple existing custom fields and assign them to a newly created group.

    • Display groups as selectable items when assigning fields to employees.

    We believe this feature would significantly improve the usability and efficiency of the system, particularly for organizations with complex custom field requirements.

    We kindly request the development team to consider this feature request for implementation.

    Thank you for your time and consideration.