Create Employee Field

Employee fields store information about your people that Introist can use in automations, filters, and personalization. Creating a new field lets you capture data specific to your organization’s needs.

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Create a New Field

1. Go to Data → Employee Fields in the left-hand menu.
2. Click New in the top-right corner.
3. Fill in the required details:

Setting	Description
Title	The display name shown in Introist.
Key	Automatically generated from the title when you first create the field. You can edit it before saving, but it cannot be changed afterward. Keys must be unique.
Type	Choose from Text, Email, Date, or Employee.
Required	Select if this field must always have a value.
Category	Choose the category for the field (defaults to General if none selected).
Default Value	Pre-filled value when a new record is created (not available for Employee type).
Options	Add predefined choices to make the field a Select type (not available for Employee type).

4. If you choose the Employee type, select which existing employee field should be used to link the reference (e.g., linking to a manager field).
5. Click Save to create your new field.

Field Types

• Text – Any free-form text, such as job title or department.
• Email – Stores an email address and validates its format.
• Date – Stores a specific date, such as a start date or review date.
• Employee – References another employee. Requires choosing a field used for the link. This type does not support Default Value or Options.

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Tips for Creating Fields

• Keep keys short, consistent, and meaningful (e.g., startdate, department).
• Use categories to group related fields for easier navigation.
• Add Options for fields where predefined choices improve consistency (e.g., “Full-time” / “Part-time”).