Getting Started for Admins

Job details tab

The Job Details tables allow you to store, edit, and delete structured data within an employee’s profile.

Sapling’s Job Details tab is where Custom Tables are shown. They store structured vs, timeline data related to individual employees.

This feature allows admins to better track structured data formats (including effective dates for compensation and role information).

Timeline v. Structured Tables

Timeline tables are driven by dates and store information in chronological order. Timeline tables have an effective date. For example, tracking raises over a period of time.

A standard table is used to track static information in relation to an employee. It’s a snapshot of information, where the timeline and effective date don’t matter. For example, an IT person adding hardware information in a table (laptop, serial number, etc).

Admins can create tables in Profile Set-up, consisting of custom column formats. The default visibility is hidden until table permissions are set-up on an individual basis.

There are three default tables added to all accounts, Role Information, Compensation, and Employment Status.

To create a custom table follow these steps:

  1. Navigate to "Profile Set-up" in the admin side navigation
  2. Select "Custom Tables" at the top of the page
  3. Select "New Table"
  4. Add a name
  5. Select "Timeline" or "Standard"
  6. Select if any updates need to be "approved", and if yes, by who
  7. Add columns to your table

💡Pro Tip

  • Examples of other types of information that can be stored in Custom Tables: Stock Options, Bonuses, Performance Reviews, Blood Types, of Visa status!

Still no luck? We are here to help!

People Operations can be complex - contact our customer success team to get in touch with you.

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