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.
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- Go to admin.humand.co → Time off and open the Policies tab.
- Click the three dots ⋮ next to the policy and select Edit.
- In the Settings step, go to Request.
- In the Additional fields section, turn on Include additional fields in the request.
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- Click Add field.
- Enter the Field name: this is the text the employee will see on the form.
- Choose the Field type. Below, a preview shows how the employee will see it.
- If the employee must always fill it in, turn on Required field: they won't be able to send the request without completing it.
- Click Create field.
These are the available field types:
Field type What the employee fills in Text Free text. Text list Several texts. Number A number. Number list Several numbers. Date A date. User A person from the community. User list Several people from the community. Single choice One option from a list you define. Multiple choice One 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 ⋮.
When you're done, click Next until you reach Validation and then click Save.
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When requesting time off under that policy, the employee sees the additional fields on the form, before Observations:
The answers are saved in the request. People who manage requests can see them in the request detail, from Time off → Management:
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.