Add or Edit Custom Fields for People in Workforce Planning

Objective

To add or edit custom fields for people in Workforce Planning.

Background

For projects using Workforce Planning, you can add or update custom fields for people in your workforce using the People List tool. Custom fields allow you to capture additional information for people within your company.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    OR
    'Read Only' level permissions or higher on the Workforce Planning tool with the 'Edit People Details' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Additional Information
  • Only people added in Workforce Planning can be edited in the People List tool.
  • If data syncs are enabled:
    • Custom Fields added in Workforce Planning do not appear in the Company level Directory.

Prerequisites

• Configure Custom Fields for Workforce Planning
• Add People to Workforce Planning

Steps

1. Navigate to the Company level Workforce Planning tool.
2. Click People and select People List.
3. Locate the user record to modify. Then click their name.
4. Locate the 'Info' section and click Edit.
5. Locate the custom field.
   Note: Custom created for people appear at the bottom of the 'Info' section.
6. Add or edit the information for the custom field.
7. Click Save.

See Also

• Add People to Workforce Planning
• Edit People in Workforce Planning