Learn how to use Profile Setup fields to collect, store, and run reports on custom team member information.
As an Admin or Super Admin, you can view Profile Fields or create new Profile Fields in the Admin section under Profile Setup.
To customize what fields of data you collect from your team, start by adding what general Fields you need (All Fields) and what specific Job Details you'd like to track (All Job Details). Once you have those foundations built, you can then create Profile Templates to make gathering information from team members a simple and repeatable process!
Sapling has 4 categories of data Fields that are stored on every team member profile - Public Information, Personal Information, Private Information, and Additional Information.
To create a new profile field, navigate to one of the 4 sections and select "New Field." Add the field name, who you'd like to collect the information from, what type of field it should be (numbers, text, etc.) and an (optional) description of the field. Click "Create" once complete.
The Job Details tab is where you can store, edit, and track custom data within a team member's profile.
There are two types of data that are stored in Job Details: Timeline Tables and Structured Tables.
To create a new custom table, click "New Table" and select if it's a Timeline or Structured table.
Use the "Add Column" button to add what data you'd like to track, and from whom.
Add as many columns as you need to track the exact information you need from your team.
💡Pro Tip: Examples of other types of information that can be stored in Custom Tables -->
Profile Templates allow you to pick and choose what Fields and Job Details should be collected from your team members based on their Location, Department, and Employment Status.
You can create Profile Templates associated with any employee lifecycle event (Onboarding, Offboarding, Relation, Promotion, or Other).
To create a new template, click the "New Template" button, select a name and what Location/Department/Status the template applies to.
To add a Field to a Template, click "Add Fields" and select from the dropdown what you'd like to be part of the template.
All profile field information is stored directly on every team member's Sapling profile. Based on the permissioning levels of the information, only certain fields will be visible to certain permission groups.
To learn how to run a report on these fields, check out our help article on Reporting in Sapling.