1. Configure Benefits Tracking: Customised Fields


1. Go to the Top Navigation, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below.

Once done, you will reach the Company Profile. 

 

2. Within the Company Profile, navigate to the 'Project Configuration' section, and click the 'Benefits Tracking' link.

 

3. In the Add/ Edit Benefits Tracking Custom Fields click the +Module Field button. You are able to add up to six(6) custom fields. 

 

4. In the Add/ Edit Benefits Tracking Custom Fields section, add a Field Name and Field Description.


Select the Data Input from the drop-down menu, select the Display whether it will be viewed or hidden, and tick the Required check box if it is required or not.


After accomplishing the required information click the Update button. 

 

 

NOTE: If the Data Input selected is a Dropdown, specify the default Dropdown list name.