Custom Field Management

If there are fields in your ERP or HRIS that you would like to display in your Hanelly environment, whether in the org chart nodes, in the Details Panel, or as part of your searches, you can add those fields using the Custom Field Management section. This page explains how to determine which type of new field you need to use, activate those new fields in the Nakisa AdminConsole, and then get your data from your ERP into Hanelly so the data for them will display.

There are six different field types you can add:

  • Number Fields: Use these fields to capture numeric information, such as a bonus or compensation value
  • Text Field: Use these fields to capture labels or short names, such as office or group location for a position or org unit, or a union or organization to which an employee belongs. These fields have a 100-character limit.
  • Description Field: Use these fields for longer descriptive data about a data element, such as an employee's mini-CV or perhaps a justification for eliminating a position or org unit.
  • Yes/No Field: Use these fields to capture flagged data that is either on or off, such as an employee's willingness to relocate or if a position or org unit is flagged as being included in a new merger.
  • Date Field: Use these fields to capture relevant dates, such as when an employee is eligible for retirement or sabbatical, or the date a position or org unit is scheduled to be terminated after an acquisition.
  • Custom Lookup Fields: Use these fields to create custom lookup fields that are linked to the preset values in the EmployeeLookup, PositionLookup and OrgunitLookup tables. These fields are editable using a drop-down list of choices and will display the corresponding text description throughout the details panel, searches and filter panel in Hanelly.
  • Generic Lookup Fields: Use these fields to create multiple mapping linked to the preset values in the EmployeeAOR tab. This allows a user to have multiple AOR mappings to them. When this custom role is applied, all the AOR mapped to the employee is displayed in searches or Org Chart views when the My AOR Only filter is applied in Hanelly.

Note: Fields created in the Custom Fields Setup are displayed in the Details Panel and in the custom views you create, but the data in custom fields will NOT write back to your ERP.

To add a new Custom field:

  1. Click the Edit Orgunuit Fields, Edit Position Fields or Edit Employee Fields.
  2. Select the type of field (Number, Text, Description, Yes/No, Date, Lookup) you need to add for your data.
  3. Tick the checkbox of the appropriate field to On (Make a note of which field you use, e.g., Yes/No Field 3. You will need this for your data upload later.)
  4. Click the edit icon to enter the title of the field as it will appear in Hanelly, then click Save. You may also enter the translation for the field for each language your users access in the application then click Save.
  5. Click Save. Your new custom field set up will look something like the following when complete.

 

After you add all of your custom fields, you can then prepare your data to be uploaded into Hanelly.

To upload data for Custom Fields:

  1. Extract your data for the custom fields you added from your ERP or HRIS.
  2. Go to the Available Templates section of the Data Management page and download the Dated Custom Fields spreadsheet.
  3. Open the Extended tab you need of the Dated Custom Fields spreadsheet. The tab you need is the type of fields you are uploading (org unit, position, or employee).
  4. Enter the data you extracted into the spreadsheet, corresponding to the Field names you activated in step 2 of the previous section. For example, if you activated Number Field 1 and Yes/No Field 3, you will populate the information in the Double1 column and the Boolean3 columns of the spreadsheet. The following table illustrates the field type to column type correspondence.

    Note: If you are adding a custom Lookup Field, you will need to populate the Lookup tab with the values you want to add. to the Lookup Field. The tab you need is the type of fields you are uploading (org unit, position, or employee).

  5. Field type activated in Nakisa AdminConsole

    Column type in Dated Custom Fields template

    Number

    Double

    Text

    Text

    Description

    Longtext

    Yes/No

    Boolean

    Date

    Date

    Lookup fields

    Lookup

    Generic lookup fields Text

  6. Enter the record ID and beginning and end dates for each row of the data you added and save your spreadsheet.
  7. Go to the Data Management page and upload the spreadsheet as an Update or Insert update. (Start with Step 3 of the Subsequent HRIS uploads instructions.)

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