Custom Organisational Fields

Pento allows you to create Custom Organisational fields which will enable you to categorise your employees on a more granular level, as well as allow you to better track cost.

Setting up Organisational fields in Pento

To set up Custom organisational fields, you will need to follow the steps below: 

1. Select Settings from the left sidebar
2. Select Organisational Structure 
3. You will see a screen similar to the below screenshot, select New field
   
   
4. Once you have selected New field, the following modal will appear
   
5. Enter the field name i.e. Cost Centre; Location; Team etc.
6. Select Create field

Adding values to fields

Once you have created your required fields, you will need to add values to them i.e. If you have added Cost Centre as a field, you will need to add the different cost centres as Values.

Please follow the steps below:

1. From the Organisational Structure tab, you should see a list of the fields you have set up similar to the below screenshot. Select, Add value:
   
2. Once you have selected Add value, a new field will appear where you can enter the description 
3. Select Save
   
   

Rearranging fields

If you want to rearrange your fields once you have set them up, you can follow the steps below:

1. From the Organisational Structure tab, select Rearrange fields
   
   
2. Once selected, the following modal will appear:
   
3. Drag and drop the fields in the order you wish to arrange them 
4. Select Save

Adding Fields to employees

Once you have created your Fields and Values, you can add them to your employees from their employee profiles. Please follow the steps below:

1. Select Employees from the left sidebar
2. Search and select the relevant employee
3. On the General tab, you will see the new organisational fields you have added
4. Use the dropdown boxes to assign the employee to the relevant fields
5. Select Save Changes
   
   

Amending and removing fields

Once you have added employees to the fields, you will be able to see the number of employees assigned to each value. To amend and/or remove any of the fields you have set up, you can do this by following the steps below:

Amending or deleting Values

1. From the Organisational Structure tab, you will see an edit & delete icon on each value within your fields
   
2. Please select the pencil icon to edit the value name
3. Please select the delete icon to delete the value
4. If you have selected the delete icon, the following modal will appear
   
   
5. You can choose to move the employees to a different field, or select Don't move employees 

Deleting fields

1. From the Organisational structure tab, you will see an option to Edit on each of the fields
   
   
2. Once you have selected Edit, if you have employees assigned to values within the fields, the following warning will appear
   
   
3. You will need to tick I understand before you can delete the field
4. Once ticked, select Delete

Reports

Once you have assigned fields to your employees, the Payroll csv report will automatically include columns for each of the fields and values you have created. You can see an example report attached to this article