How do I add custom fields to the employee intake and worker profile?

To add a custom field to your project:

1) Navigate to the Projects tab, click on the relevant project name.
2) In the left navigation, click on "Custom Fields".
3) Click the orange "+ Add" button.

4) You can then name the custom field, indicate if it is required or optional, then what type of answer you require (text, number, yes/no, date, or multiple choice selection).

5) Click "Save" to finish. Your custom field will now appear in the employee intake during orientations, and also on the employee profile.

How do I add custom fields to the employee intake and worker profile?

Before employees complete their site safety orientation, they will fill out an employee intake form. General Contractors can add optional/required custom fields to this intake form as needed. These fields can be filled out on the worker profile as well.