Including the fields shown above, you can use tables to track and store your data historically. Do you need to track employee skills? This type of table can store more than one assigned item and sort the items by a field in ascending or descending order.

Or, do you need to track when employees submit expenses for reimbursement? This historical data would be a great addition to your account, and you can filter data to show the most recent data line or by oldest to newest in descending order.

In your account, our support heroes can mark specific fields as required. Or, if you are using the custom field builder, you can mark a field as required or optional.

When an employee fills out their information, they cannot proceed until they complete all the required fields. Required fields have an asterisk shown next to their field names. This feature helps remind the employee to complete the required fields during onboarding.

Do you have any custom tables that track numbers, percentages, or currencies? If yes, do you find yourself needing to see the total or average of all amounts from each row? This is a situation where our table summarizations* feature comes in handy! For example, our support heroes created an expense table for you. With table summarizations, you can see the total amount of all expenses at the bottom of the table.

All employees are required to have an employee number in BambooHR. An employee number is the employee's unique identifier and used for importing information into BambooHR.

If your company does not currently have employee numbers, we can enable auto-numbering in your account. With this feature enabled, each new employee added to BambooHR will automatically receive the next employee number based on their hire date. The system will then auto-generate numbers according to employees' hire dates in chronological order. You cannot use alphanumeric values when using the auto-numbering feature.

If you would like to set up auto-numbering in your account, please reach out to our Customer Support team and let them know which number you would like to start with for auto-numbering.

We can create custom calculations that will calculate currency, dates, or numbers in custom fields. For example, you need to track an employee’s probationary date, which is always 90 days after their hire date. Instead of adding the date manually, we can create a field for you that will automatically show the probationary date based on the hire date entered. Or, maybe you would like to calculate an employee’s projected salary. We can create a custom calculation that will add the current pay rate and the bonus amount for the total compensation the employee receives. 

If you need a custom calculation, please contact our Customer Support team to see if we can create it for you!

You can create a custom approval workflow based on the available fields in BambooHR. It is a seamless approval process that saves time and eliminates tedious and time-consuming paperwork.

Perhaps you would like a manager to submit a request for an employee to receive a bonus or an employee to request the opportunity to participate in training courses. Custom approvals can manage this for you!