Purpose: To show you what types of fields, tables, and tabs are available when customizing your account.

Table of Contents

• Standard fields library
  • Add a field
  • Add a table
• Standard field options
  • Personal tab
  • Job tab
  • Training tab
  • Assets tab
  • COVID-19 tab
• Add a standard tab
• Add a custom field
  • Restore archived fields
• Add a custom tab
• Request custom tabs and tables
  • Available field types
  • Custom tables
  • Request limitations
• Grant access to custom fields and tables
• Remove a field
  • Via Access Levels in Settings
  • Via our Customer Support team
  • Via Add or Edit Fields button
• Need ideas for customization?

In BambooHR, users of the Advantage, Core, and Pro packages can view the standard fields library, which consists of a list of fields you can add or remove in your BambooHR account. You will also be able to add custom fields if you do not see the option you need in the standard fields library. 

Keep in mind that when you add or remove a field, table, or tab on an employee profile, the change will apply to all employees in your account.

To add a new field or table to a specific tab from the standard fields library, navigate to an employee profile and click on the tab. Then, click Add and Edit Fields in the top right corner.

Adding standard tabs occur outside of the standard fields library. To add a new tab, go to an employee profile and click More. Select Customize Tabs and then Click Add Tabs to see the list of available tabs* for you to add. Select the new tab you would like to add to your account. In the example above, I have added the Assets tab to the Job tab and saved my changes.

If you need to add a custom field that is not available in the standard fields library, you can do so in two places: through an employee profile or Settings.

On an employee profile, navigate to the same place you go for the standard fields library. Click Edit Fields > Add Fields > and select +New Custom Field.

From Settings, click Custom Fields and then select +New Custom Field. Notice on this page you will also be able to edit or archive any custom fields you have added to your account, as well as restore the archived fields (see more information below).

Both of those options will bring you to the same field builder page. Here, you will add the necessary information about your field:

1. Field Name: Choose a name for your field.
2. Type: Determine what type of field this will be. The options are: Short Answer, Long Answer, List: Single Answer, List: Multiple Answer, Checkbox, Employee List, Currency, Date, Number, Percentage, and State. See a description of the available field types below.
3. Field Status: Mark this field as required or optional. Required will add an asterisk to the field.
4. Where will this new field appear?: Determine where in your account the field will appear. Please note that custom fields are not allowed on the following tabs—Time Off, Documents, Performance, Notes, and Emergency.
5. Just Checking...: Make sure the field you are creating isn't a duplicate, privacy issue, or legal no-no. This box must be checked for you to be able to save your field.
6. Preview: As you fill out the above fields, you will see an evolving preview of your field here.
7. Save: Add your field to your account. Remember to update your access levels to allow the appropriate people to view or edit this field.

If you need to add a custom tab that is not already available, you can do so on the My Info tab of your account. 

Navigate to the My Info tab, click More and then select Customize Tabs at the bottom of the dropdown menu. This will open the Customize Tabs page, where you can add, edit, reorganize, or remove employee record tabs.  

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.

By default, the custom tab will have no fields. To start adding your custom fields, find the custom tab on your employee profile and click Add and Edit Fields.

You can add or edit custom fields from either location in BambooHR:

1. The custom tab on an employee profile
2. Settings > Custom Fields

After setting up a custom tab with custom fields, navigate to Settings > Access Levels and review the What Can People with this Access Level See? section in applicable access levels to determine who can or cannot access the custom tab and its fields. 

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

When making a request, it is important to provide our Customer Support team with the following information:

• Background into what data you would like to store in BambooHR
• Storage type
  • Table
  • Tab 
    • Our team can add additional tabs to your account to organize your custom fields and tables.
• Type of table
  • View a list of available table types below. 
• Name of the table or tab
  • When requesting a table, please include the column header names. 
• Desired storage location for the table in BambooHR
  • Please note that custom tables can only add to the Personal, Job, Benefits, Training, and custom tabs.

By default, only the Account Owner and Full Admin users can access custom fields. If you would like users in other access levels to view and/or edit new custom fields or tables, go to Settings and click Access Levels. Then, select Access Level Settings for the specific access level you are editing.