HR - User Defined Fields

The User Designed Fields (UDF) screen is used to create custom fields for the Positions area of HR.

This means you can create a new field or fields to store information that may be very specific to your organisation.
As an example, you may want to record what “Business Unit” each position belongs to.
To do so you simply create a new field called Business Unit and then create a linked table to that field with the organisation’s business units.
This will allow the person entering the position information to select the Business Unit for that position.

Importantly, all new fields are available for reporting and in the Data Explorer.

User Defined Fields are 'multi-user' - meaning that fields added will be seen by all users.
They are also cross-company, which means that you can publish the field to one or more companies.

UDFs can be selected in the grid of their parent screen.
Screens that contain this feature are: States, Pay Items, Templates, Cost Centres, Departments, Super Funds, Workplaces, Employment Conditions, Work Patterns, HR - Positions (top level node only), OHS Policies & Procedures, OHS Personnel, OHS Committees, OHS Incidents, OHS Hazards, OHS Audits & Meetings and OHS Plant & Equipment.
Any UDFs defined for any of these screens can be selected via the Field Chooser and saved in any default or custom views for that screen.

To be able to use this facility and create a User Defined Field, your Security Definition (Navigator > User Security > User Maintenance) must be that of an Administrator or you must have the security policy attached to your status which allows you to add or maintain User Defined Fields.

To create a User Defined Field:

  1. In a Position click on the User Defined Fields tab.
  2. Click on the UDF Designer button .
    The UDF designer will open.
  3. Click the Add UDF button Add UDF button
  4. In Define Field Caption, enter the caption/title/field name that you want to use for the UDF.
  5. Select the Data Type from the drop-down list. The available data types include:
    6. Data Type Explanation
    Integer This requires the user to enter a whole number value in this field. You are able to set a default value for the field.
    Float

    This requires the user to enter a value, which may have up to four decimal places.

    Once a value has been entered, you may alter the display format of the field: click on the Mask button.
    Here you can select whether to insert a currency symbol before the value.
    You can choose whether the 1000 separator displays, and you can specify the number of decimal places needed (up to four).
    String This requires the user to enter a text string.
    Checkbox This requires the user to select a yes/ no or true/false response.

    Warning icon Specifying a Data Type of Checkbox will display two options in Default Values.
    When these options (with tick boxes) are left blank this indicates 'False', and ticking them indicates
    True. Once you have chosen what you want these options to be, ensure that you then click
    This will activate the UDF checkbox correctly for existing and new records.
    Tick to indicate True, leave blank to indicate False.
    Datetime This requires the user to select a date and time from the calendar.
    Time This requires the user to use the up and down arrows to select a time.
    List This creates a user defined drop-down list.
    This will drop down with a list of options from which the user must select one which will then appear in the field.
    You are also able to enter a default value
    Date This requires the user to select a Date from the calendar.
  1. Enter a value in the Set default value for new records to field, to set a default value that will be applied to all new records.
  2. If you want to change all existing records to a specific value, enter the value in the Initialise ALL existing records to field and then click on the Go button.
    You will then see a system message that asks if you are sure that you want to initialise all existing records to the chosen value.
    If you are sure, click Yes, if not, click No to return to the UDF Designer.
  3. Click on the Save UDF button .

Remember that initialising a value across all records, means that you will set all of the existing instances of that UDF to the value you enter at that point.

  1. Repeat this process for all the new fields that you wish to add.
  2. Once you have created all of the necessary fields, click on the Finish button .
  3. Click the Layout button . This will open a Customize window.
  4. You can click on the fields and drag them into position or move them into place using the tree view on the Customize screen.
  5. Once you have the UDF screen set up as required, click on the Publish Layout drop down button as shown below.
    Select the company/ies that you wish the Layout to be seen in.


UDF's are global and are available to all companies, but will only be published/viewable in those selected. UDF's that you create will also be available in the Data Explorer and can be used for reporting, sorting, totalling, etc.


Creating a user defined drop-down list:

  1. Once you clicked on Add New and entered the field caption, click on the drop-down arrow in the Data Type field and select List.
    The Lookup Table and Default Value fields will become available.
  1. Select a pre-saved lookup table from the drop-down list or select <<Add New>>to create a new one.
  2. Enter a name for the new lookup table in the Lookup Description field and click Apply.
  3. Under Lookup Items area click on the Add New button to add a description.
    Each description that you add will become an option in that drop-down list.
  4. To add another description, click Apply and then click on the Add New Button again.
  1. Once you have added all of the descriptions you require, click OK to save and exit the Lookup Header window.
  1. If you want to set a default value for the lookup table, click on the drop-down arrow in the Set default value for new records to field and select the chosen value from the drop-down list.
    This will set the default value for any newly created records.

UDF Limits

In each area where you define UDFs there are limits to the number of UDFs you may create. These limits depend on the Data Type combinations used.

  • You can create up to 20 x List, String and Checkbox UDFs combined.

    For example, you could have 5 x List, 12 x String and 3 x Checkbox, or any other combination, up to a maximum of 20.

  • You can create up to 9 x Date, Time and Datetime UDFs combined.

    For example, you could have 3 x Date, 3 x Time and 3 x Datetime, or any other combination, up to a maximum of 9.

  • You can create up to 9 x Integer and Float UDFs combined.

    For example, you could have 5 x Integer and 4 x Float, or any other combination, up to a maximum of 9.

These are not the overall total UDF limits. Each of the specified limits apply to every area, i.e. wherever you find a UDF tab.