How to set up customizable Profile fields to collect the right data from your team
There are two key places within Sapling that store critical individual employee data - the Profile and Job Details tabs that live on each employee’s profile page. As a Super Admin, you can view all of this information directly from any employee profile page.
Let’s start with setting up the Profile tab. To edit this section, please go to the Profile Set Up menu selection.
From the Profile Setup tab, there are 4 key “buckets” that you can edit - Profile, Personal Information, Additional Fields, and Private Information. Each bucket has different permission levels for platform visibility - we’ll go over how to set up these permissions later on, but here’s the general gist of what each section covers:
Please review these fields with your team and set up what fields of data you would like to collect from your team members. To add a new field to any of the above 4 buckets, select the “New Field” button in the top right hand corner of the screen.
If you have additional questions about the Profile Fields tab, please check out our Profile Fields Video Walkthrough to walk you through step by step.
Next, we’ll look at the Job Details set up tab (Profile Setup > Job Details). This section holds two types of data in the form of Custom Tables: “Timeline” data vs. “Structured” data.
Timeline data tables store information in chronological order (for ex: Role Information, Compensation, and Employment Status - these are also all the default tables that come pre-built in Sapling). These tables are your first port-of-call when it comes to tracking and reporting on historical information.
Structured data tables store static information (for ex: an IT table that shows laptop type and serial number).
To edit an existing table, click on the menu on the right hand side of the table and click “Modify Table Details”.
To add a new table, click “New Table” in the upper right hand corner of the screen and follow the prompts asking what type of table you’re looking to create. For additional information on Custom Tables, please see the Job Details Tab help article.
If you have additional questions about the Job Details tab, please check out our Job Details/Custom Tables Video Walkthrough to walk you through step by step.