Master Data

How to define, manage, and securely configure fields in the employee profile.

Getting Started with Master Data Fields

In the employee profile, the master data is initially empty. You define it centrally in the account settings under the Fields section.

Importing Fields via Groups

The easiest starting point is importing predefined field groups. Here you’ll find common sets that can be applied with just a few clicks.

Alternatively, you can create your own groups.

Group Structure

Group Composition

• Each group has a name.
• You can add as many fields as you like to a group.

Tip

Keep groups as small as possible. In the profile, entire groups are always shown – smaller groups improve clarity.

Fields in Detail

Field Name and Type

Each field requires:

• a name
• a field type

The following field types are available:

• Text
• Text area
• Email
• Number
• Decimal number
• Phone
• Date
• City
• Country
• Selection (Dropdown)
• Multi-selection
• Checkbox
• URL

Advanced Settings

For each field, you can set additional options:

• Hide from employee: The field is not visible in their own profile.
• Employee cannot edit: The field is visible but not editable.
• Sensitive: Access only possible with special permission (e.g., only for HR admins).

Caution

Sensitive fields such as termination date or salary should not be visible or editable by everyone.

Note

A sensitive field can be visible to an HR admin, for example, but not to a team admin.

Managing Fields

Deleting Fields

If you delete a field, all associated values are permanently removed.

Editing Fields

You can safely do the following at any time:

• Change the order of fields
• Edit the names of fields

Changing Groups

Note

If you want to move a field from one group to another, please contact support. We’ll take care of it for you.

Visibility and Permissions by Default

If you don’t set advanced options, the following applies:

• The employee can see all their fields.
• They can also edit them independently.