As an admin, you can add employee details—like location, title or date of joining—for each of your employees with access to Expense Management. On the Manage employee fields page, you can decide which employee fields you’d like to capture and create custom employee fields.
To start, select the Settings tab in the left side panel.
Then, select the Manage employee fields page within the Employees drop-down.
Add new custom fields
In the Custom fields section on the page, select the Add custom field button.
In the Add custom field pop-up, fill in the details of the field that you want to set up.
Field label: The name of the field.
Field type: Choose the format the data will be captured in (e.g., text, number, yes or no, etc.).
Make this field mandatory: Check this box if the field needs to be mandatory.
A preview of the employee field displays how the custom field will appear when adding employee details on the View employees page.
Select the Save button to create your custom field.
The field will be added to the table on the page. You can always delete it by selecting the trash can icon.
The field will be visible in the Other details section while editing employee details on the View employees page.
Default fields
There are several employee details that admins commonly want to capture about their employees, so those fields are already available in the tool.
Business unit: The business unit the employee is assigned to.
Date of joining: The date the employee joined your business.
Department: The department the employee belongs to. Ensure you’ve set up departments to correctly assign employees to their department.
Level: The job level the employee belongs to. Ensure you’ve set up job levels to correctly assign employees to their level.
Location: The location where the employee works from.
Sub-department: The sub-department that the employee belongs to.
Title: The employee's role at the business.
You can choose which fields you’d like to require by switching the Mandatory toggle on or off. You can modify this at any time.
If you have any more questions about managing employee fields, contact our support team at support@capitalone-fylehq.com.