Custom Tabs

Participate in our Learning Lab to discover how to set up custom tabs in BambooHR, allowing you to customize employee profiles by organizing and accessing the most relevant information quickly and efficiently.

Purpose: To show you how you can create a custom tab in your BambooHR account.

Table of Contents

Add a custom tab

Need customization ideas? BambooHR offers several customization options for storing your data and creating a system that can help you track the information that is important to your company and your employees. Watch this video for some ideas on what you can track in BambooHR.

Please note that custom tabs are not specific to just one employee profile. Once you add a custom tab, the system will automatically apply it to ALL employee profiles. However, who can access a custom tab will depend on the access level settings you have set up for that tab.

If you need to add a tab that is not one of our standard tabs to an employee profile, you can use the custom tab builder in your account. First, navigate to your employee profile, click More, and then select Customize Tabs at the bottom of the dropdown menu. This will open the custom tab builder, where you can add, edit, reorganize, or remove tabs on the employee profile. 

To create a new custom tab, click Add Tabs and select +New Custom Tab.

Enter a name for the custom tab and then click Save.

Charlotte Abbott - Custom Tab
  1. By default, the custom tab does not have fields or tables. To add one, click Add Custom Field or Add Custom Table.
  2. Once the tab has fields/tables, you can reorder them by clicking Customize Layout > Reorder Fields.
Custom Fields

You also have the option to add or edit custom fields/tables from Settings > Custom Fields & Tables.

Grant access to custom tabs

Only the Account Owner and Full Admin users can automatically access custom tabs. As an admin, you can determine if users in other access levels can view a specific custom tab on their employee profile. 

Navigate to Settings > Access Levels and select Access Level Settings within the specific access level you are reviewing. Under the What Can People with this Access Level See? section, you can determine who can or cannot access the custom tab and its fields. 

Rename or remove a custom tab

Charlotte Abbott - Custom Tab
  1. To rename a custom tab, navigate to More > Customize Tabs. Click the pencil icon next to the custom tab name, type in the updated name, and save your changes.
  2. To remove a custom tab from the employee profile view, navigate to More > Customize Tabs. Click on the X next to the custom tab name. Please keep in mind that you can re-add the custom tab from the Add Tabs dropdown menu.

We encourage you to create your own custom tabs in BambooHR, tailoring your account to meet your company's needs. Our Customer Support team is available to answer questions, guide you through the process, or provide assistance as needed. However, please be aware there are certain customizations we do not support, as they may compromise user experience or data security. These include:

  • Usernames and passwords
  • Full credit card numbers
    • We only store the last four digits.
  • Bank PIN
  • Custom Social Security or personal identifying numbers
  • Custom Time Tracking tabs and fields
  • Custom Performance tabs and fields
  • Custom development work
    • BambooHR does not provide custom development work to modify your account.
  • Editing existing standard fields tables
    • These must remain consistent for filtering purposes.