Manage Profile Template
Create and manage sections, sub-sections, and fields in the employee profile template.
Palistha Shrestha
Last Update 4 个月前
Changes here affect how employee data is collected across the system.
When to use this
- Add or update fields
- Organize sub-sections
- Remove unused fields or sections
Make changes only when the requirement is clear.
Open Profile Template
Go to HR & Employee Setup
Click Profile Template
Select a section
- Select a section
The right panel shows its sub-sections and fields.
Manage template structure
Add a sub-section
Use this to group related fields.
Steps:
- Click Add New Sub-Section
- Enter name
- Click ✓ to save
Add a field
Steps:
- Open a sub-section
- Click Add Field
- Enter:
- Field name
- Field type
- Mark as mandatory (if needed)
- Click Save
Field types
- Text, email, phone
- Dropdowns, checkboxes
- Date and time
- Numbers
- Document or image upload
- Department
Manage existing fields
- View field details
- Delete fields
Deleting a field removes it from the template going forward.
Manage sub-sections
- Add new sub-sections
- Delete sub-sections
Deleting a sub-section removes all its fields.
What to be careful about
- Do not create duplicate or similar fields
- Do not overuse mandatory fields
- Keep naming clear and consistent
Most important:
Changes here affect all employee data.
Bad structure creates long term data problems.