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YOURPEOPLE, INC.

Can I use custom fields for custom documents?

Yes. Employers who have documents that do not fit the Zenefits template model can use the Custom Fields function to request that their staff view and sign documents.

Setting Up a Custom Field for a Custom Document

  1. From the admin dashboard, click the Hiring app.
  2. Click Custom Fields in the menu bar.
  3. Click the +Add New Field button.
  4. Enter all the necessary information.
  5. Under Help Media File upload the document.
    • If the worker does not need to sign a document, this field can be skipped.
  6. Under Type of Answer select File.
  7. Determine when and which workers should receive this custom field request.

Workers can download the document from the Help Media File section and upload the signed document into the File section. This file will be available under the Custom Fields section for both the employer and the worker.

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