The General Layout option will open the custom table builder with several settings you can use to create your custom table.

1. *Table Name: Add a name for the custom table.
2. Employee Tab: This will tell you which tab on the employee profile the custom table will appear on. If you want to change the tab, simply click Change and select a new tab.
3. Columns: This section is where you can add as many columns as needed to the custom table. Click Add to create a new column.
   • Name: Each column will have a header name. Add a name for the column.
   • Type: Select which field type should the column be (e.g., Date, Multiple Answers, etc.). Then, click Done to save the new column.
4. Sort by: The two dropdown menus will allow you to determine how you want information sorted in the custom table. Options in first the dropdown menu will include any of the columns you added. Depending on the column you select, determine in which order the information should be sorted—A to Z, Z to A, Oldest first, or Newest first.
5. Preview: A preview of the custom table will appear next to the settings. This feature dynamically updates to reflect any changes or additions you make in the custom field builder. Please note that the data displayed is solely for preview purposes and will not appear once you publish the custom table.
6. Acknowledgment: It is important to acknowledge your responsibility in creating the custom table by ensuring that it is not a duplicate, privacy issue, or legal no-no. If you have more questions, please reach out to our Customer Support team.
7. Save: Once all the table settings look correct, click Save to add the custom table. Your employees will not have automatic access to the table, allowing you to determine who can view the table information through access level settings.

If using the Historical Layout option, two settings will be different from the General Layout option—Columns and Sort By. The Columns section will automatically add a date column since the table will sort information in chronological order. Because of its default setting, you cannot delete the date column, but you can edit the column name. Sort By only provides the option to sort information by Oldest first or Newest first based on dates entered in the custom table.

The following are more settings you can use to create your custom table. 

1. *Table Name: Add a name for the custom table.
2. Employee Tab: This will tell you which tab on the employee profile the custom table will appear on. If you want to change the tab, simply click Change and select a new tab.
3. *Columns: This section is where you can add as many columns as needed to the custom table. Click Add to create a new column.
   1. Name: Each column will have a header name. Add a name for the column.
   2. Type: Select which field type should the column be (e.g., Date, Multiple Answers, etc.). Then, click Done to save the new column.
4. Sort by: The two dropdown menus will allow you to determine how you want information sorted in the custom table. Since you are creating a historical table, the only options in the first dropdown menu will be date columns. In the next dropdown menu, determine in which order the information should be sorted—Oldest first or Newest first.
5. Preview: A preview of the custom table will appear next to the settings. This feature dynamically updates to reflect any changes or additions you make in the custom field builder. Please note that the data displayed is solely for preview purposes and will not appear once you publish the custom table.
6. Acknowledgment: It is important to acknowledge your responsibility in creating the custom table by ensuring that it is not a duplicate, privacy issue, or legal no-no. If you have more questions, please reach out to our Customer Support team.
7. Save: Once all the table settings look correct, click Save to add the custom table. Your employees will not have automatic access to the table, allowing you to determine who can view the table information through access level settings.