Introduction

Custom profile fields in uKnowva HRMS allow organizations to personalize user profiles based on their unique operational needs.

Whether you want to collect additional employee details or introduce a specialized workflow, adding custom fields ensures that your HRMS adapts to your business, not the other way around.

Through uKnowva HRMS’s intuitive configuration interface, you can easily create custom categories, groups, and fields to structure profile data the way you want.

This guide explains how to configure custom profile fields step-by-step so you can enhance data visibility and reporting for your workforce.

Step 1: Accessing Custom Field Category Settings

To begin, navigate to the top-right corner of your profile picture and select the uKnowva Configuration option from the drop-down menu.

This will open the configuration interface where you can manage the back-end settings of your HRMS.

From the left-hand menu, click on Custom Field Category to view all existing field categories that are currently available in your system.

Once you’re on the Custom Field Category page, take a moment to review the default categories.

If these don’t meet your requirements, you can create a new one by clicking the Add button located above the list of categories.

A new form will appear where you need to fill in the necessary details such as the Title, Description, and status, etc. of the new category.

After entering the information, click the Save button to create your category. This sets the foundation for the fields and groups that will be added later.

Step 2: Creating Profile Field Groups and Fields

With your category in place, go back to the left-hand configuration menu and click on Profile Field Manager.

This section allows you to build out your custom profile fields using a structured format that includes Groups and Fields.

Start by selecting your desired category to ensure the fields you create will be added under the correct section of the employee profile.

Within each category, fields are organized into Groups, which serve as headers or sections on the profile page.

For example, a group titled Basic Information might contain fields like Gender, Date of Birth, or Marital Status.

Click on the More button present at the top-right corner of the page and from the options, select the Add Group button to create a new group.

A pop-up will appear prompting you to provide details such as the group’s title, position, and other details.

Once filled, click Save to create the group.

Now that your group is created, you can start adding fields to it.

Click on the Add (+) button to add the profile field.

In the pop-up window, define each field with the appropriate Label, Field Type (like text box, date, drop-down), and other settings such as Mandatory Status, Field Order, or Visibility Rules.

These options allow you to control how the field behaves and who sees it. Once all the required settings are configured, click the Save button to finalize your custom field.

Repeat this process to add as many fields as needed under your newly created group.

Once all fields are added, take a moment to review everything to ensure accuracy and completeness.

The fields will now be available in the employee profile section under the category and group you defined.

Conclusion

That’s it!

You’ve now successfully created custom profile fields in uKnowva HRMS.

By following this process, you ensure that your employee records can include personalized, role-specific, or department-specific data, enhancing both data accuracy and administrative efficiency.

These custom fields support improved HR workflows, better reporting, and more tailored employee management.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..