Need to ask your workers for certain information or documentation while they're registering? The Company Admin can add custom fields and upload buttons to the registration form to go with the Auto Assign List fields (which are mandatory).
To add custom controls and questions, click on your name in the top right corner and head to Company Settings. On the left, click on User Registration, and then click on Custom Fields on the top. From here, click on the "+ Add" button to add new custom controls.
These may be in the form of:
1) Text field
Allows users to enter both letters and numbers (Next of Kin details, address etc.)
Has a “help text” feature.
2) Number Field
Limited to numbers only (phone number, bank account number, age etc.)
3) Drop list
Allows drop down options- users can only select one (gender, yes or no type questions, titles etc.)
4) Pick List
Tick boxes- users can select multiple choices (Certificates, qualifications etc.)
5) Date Field
Drop down calendar. (DOB, expiry dates, due to start date etc....)
6) Character boxes
Individual character boxes to gather data accurately (PPSN, OSHA Card number, Bank details etc.) Letters and numbers allowed.
7) Document upload
*One Profile photo per registration page
*Multiple document uploads (CSCS card, OSHA card, copy of driver's
Expiry date is optional. Admins and users will be notified about expired documents automatically 2 weeks in advance.
Every custom control has Dynamic fields (which are dependent on the choices made in the 2 mandatory Auto Assign Lists) that you can choose from. Any of the above custom fields can be shown to users dependent on the choices made in the two mandatory fields, ex. Location and Role. Only need a document uploaded by a particular subset of workers? You can choose to show the field only to people who select the fields you specify.
*Please note that custom registration questions will only be visible to self-registration users during the registration process. Users that you pre-register will not see this page.