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How do I add additional fields to a policy's request?

Additional fields let you ask the employee for extra information when they request time off, such as the destination of a trip or the person who will cover for them. They are set up in each policy and appear on the request form.

    1. Go to admin.humand.co → Time off and open the Policies tab.
    2. Click the three dots ⋮ next to the policy and select Edit.
    Policies list with the policy menu open and the Edit option
    1. In the Settings step, go to Request.
    Request step inside Settings when editing the policy
    1. In the Additional fields section, turn on Include additional fields in the request.
    1. Click Add field.
    2. Enter the Field name: this is the text the employee will see on the form.
    3. Choose the Field type. Below, a preview shows how the employee will see it.
    4. If the employee must always fill it in, turn on Required field: they won't be able to send the request without completing it.
    5. Click Create field.
    New additional field panel with the name Trip destination, Text type and Required field turned on

    These are the available field types:

    Field typeWhat the employee fills in
    TextFree text.
    Text listSeveral texts.
    NumberA number.
    Number listSeveral numbers.
    DateA date.
    UserA person from the community.
    User listSeveral people from the community.
    Single choiceOne option from a list you define.
    Multiple choiceOne or more options from a list you define.

    Repeat the steps to add all the fields you need. The fields you create appear in the section, with their type and the Required label when applicable. You can manage each field from its three dots ⋮.

    Additional fields section with two fields created

    When you're done, click Next until you reach Validation and then click Save.

  • When requesting time off under that policy, the employee sees the additional fields on the form, before Observations:

    Time off request form with the two additional fields completed

    The answers are saved in the request. People who manage requests can see them in the request detail, from Time off → Management:

    Request detail with the answers to the additional fields

With additional fields you gather in the same request all the information you need to approve it, without having to ask for it through another channel.

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