User Defined Fields is the option to create and define fields of your choice like Qualification, experience, etc.


Please click  the link below to learn more about "How to Create User-Defined Fields."


How to create User-Defined Fields: Help Center (freshdesk.com) 


After creating the User Defined Fields, you must update the values under UDF against each employee. This can be done manually by editing the employee master and using the import option. 

 

Update the UDF for individual Employees 


Click on Team>>Employees>> Directory.  



Graphical user interface, website 
Description automatically generated 

 

Click “Employee Master” 


Enter the Employee Code/Name 


Click “View/Edit” 


 

 

Graphical user interface, text 
Description automatically generated 

 

Click “Other Info”. 


The UDFs created will be displayed. 


Update the relevant details against each field 


Click “Save” 



Graphical user interface, text, application, email 
Description automatically generated

  

Import for Multiple Employees 

 

 
On the Home page, click “Transactions”. 


 

Graphical user interface 
Description automatically generated with medium confidence 

Under Core HR, click “User Defined Fields”. 



Graphical user interface, text, application 
Description automatically generated 

 

Click “UDF Import under Import”. 



Graphical user interface, text, application, email 
Description automatically generated 

 

Select the “Location” from the drop-down. 

Check the UDF fields box you want to upload, or else check “Check All. 

Select a specific criterion or check the box “Select all. 

The selected criteria will be displayed in “Type. 

Click “Add. 

The selected details will be displayed. 

Click “Template” 


 

.Graphical user interface, application, chat or text message 
Description automatically generated 

Download the Template 

Update the Template with the UDF details. 

Save the file to the local drive. 

Click “Choose File” 

Click “Import. 

 

And your details are saved successfully. 



Graphical user interface, application 
Description automatically generated