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Bulk request custom fields

For Administrators and Employees

To bulk request custom fields, use the following process:

  1. Log in to to your Zenefits administrator account.
  2. Select the Directory app.
  3. Select one of the workers from which the custom fields should be requested.
    • If a custom field is under a section set to be filled out by the employer, it can not be bulk requested.
  4. Click Custom Fields on the left hand side.
  5. Select Request Information.
  6. Check the boxes for the custom fields that the admin would like to request.
  7. If the admin would like to make this a bulk request, they can check the last box at the bottom of the menu to request from everyone who has not completed the requested fields.
  8. Save.

The next time they log into their Zenefits dashboard, they will be prompted to provide the requested information. If the request was only for custom fields, they will receive an email notification that the fields are available in their profile.

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