Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Create a Custom Field for the Additional Information Tab

When you create a custom field for the Additional Information tab, you select from a list of field types, including text boxes, radio buttons, headers, and more, then define details, such as the field name, options, whether the field is required, and who can view the field.

To create a custom field to include on the Additional Information tab:

  1. Click the Administration icon .
  2. In the Core HR Section, click Additional Information Tab.
  3. On the Additional Information Tab Configuration screen, click the Edit icon D:\Sylvia Files\WIP\TODO\HRsmart\HRsmart Icons\edit.png for a section.
    Note: The field you create will be available to add to any of the Additional Information Tab Sections, regardless of the section selected when the field was created.
  4. Click the Create Custom Field button.
    The Custom Fields screen displays.
  5. From the Field Type field, select a type, such as a text field or radio button.
    Fields specific to this type display in the Field Properties section.
  6. In the Label field, enter a name.
  7. If applicable, in the Help Text field, enter a sentence or two of instruction to complete the field.
  8. If applicable, in the Mark as Required field, select whether the custom field is optional or required.
  9. If applicable, in the Merge code field, enter a merge code value to apply to the custom field. Merge codes can only contain alphanumeric characters and cannot contain any spaces; for example, if the custom field you are creating is for a uniform's sleeve length, then the merge code could be: uniform_sleeve_length.
  10. If applicable for the type of field, in the Options to Select From section, enter the name and value of an option and click the Add button. Repeat this for all options you wish to define.
    Options display in the Current Options section.
  11. In the Field Permissions section, select view options for each user group listed. For example, in the Administrator row, select View & Edit, View only, or Hide.
  12. Click Submit or Save and Add New Field.
  13. If you selected Save and Add new Field, repeat steps 5-11.
    After a field is submitted, it is available for selection from the list of available fields on the Additional Information Edit form. Custom fields display in the Additional Information Tab Fields section, at the bottom of the list.
    Note: Be aware some buttons on this form, such as Manage Group Access, Create Field Block, Manage Form Fields, and Dynamic Forms, take you to the Dynamic Forms suite of screens.