Employment and Employer Custom Fields let account administrators collect organization-specific information on employment records and employer records. These fields are managed from the Employment area of Account Settings and appear in the record type selected when the field is created.

📄 How It Works

Use Employment Custom Fields for information about a participant’s job placement, and use Employer Custom Fields for information about the employer organization.

Go to Account Settings.
Select Employment.
Select Add Custom Field.
Enter a Field Name.
Choose the Field Type.
Choose the Location: Employment or Employer.
If the field type is Select or Multi Select, add the available Options.
Select Create Field.

The Location determines where values are entered. Fields with Employment as the location appear on employment records. Fields with Employer as the location appear on employer records.

🔐 Access and Permissions

Creating and managing fields — Employment and Employer Custom Fields are configured from Account Settings → Employment. Users need access to manage account settings to create, edit, reorder, or delete these field definitions.
Entering employment values — Staff with permission to create or edit employment records can enter values for existing Employment Custom Fields.
Entering employer values — Staff with permission to create or edit employer records can enter values for existing Employer Custom Fields.
Important distinction — Employment module access does not automatically mean a user can manage the custom field definitions in Account Settings.

⚙️ Field Types

Text — Free-text information such as notes, IDs, or placement details.
Number — Numeric values such as hours, scores, counts, or other measurable data.
Date — Dates such as review dates, follow-up dates, or verification dates.
True/False — Yes/no-style information.
Select — One choice from a predefined list.
Multi Select — More than one choice from a predefined list.

📍 Where Fields Are Found

Account Settings → Employment — Create, edit, reorder, or delete Employment and Employer Custom Fields.
Employment records — Fields with Location set to Employment appear when creating or editing an employment record and display in the employment details view when a value has been saved.
Employer records — Fields with Location set to Employer appear when creating or editing an employer and display on the employer details page when a value has been saved.
Employment reports — Employment and Employer Custom Fields can be used as filters and can appear in related employment exports when applicable.

✅ Benefits

More useful employment records — Track placement details that are specific to your organization.
Better employer documentation — Store employer-specific context directly on employer records.
Cleaner reporting — Use structured fields to filter and review employment data.
Central setup — Manage employment-related field definitions from one place in Account Settings.

💡 Best Practices

Use Employment for data that changes by participant job placement, such as work schedule details or placement-specific notes.
Use Employer for data that belongs to the employer organization, such as partner type or required documentation.
Use Select or Multi Select when staff should choose from standardized values.
Review fields before deleting them. Deleting a custom field removes the data collected for that field.

❓ FAQs

Where do I create Employment or Employer Custom Fields?
Go to Account Settings → Employment, then select Add Custom Field.

What is the difference between Employment and Employer location?
Employment fields are saved on a participant’s employment record. Employer fields are saved on the employer organization record.

Can I change a field from Employment to Employer later?
Choose the correct Location when creating the field. The record type a field belongs to is set at creation.

Why do I not see the Employment settings option?
The Employment option appears when Employment Tracking is enabled for the account and the user has permission to manage account settings.

What happens when I delete a field?
Deleting a field removes the field and the data collected for that field. This cannot be undone.

Introduction to Employment Tracking
Employment Details Report
Employer Details Report

Creating Employment and Employer Custom Fields