Custom Fields

Custom Fields let you attach your own attributes to learners — beyond the built-in details like team and role. Use them to capture organization-specific information such as Department Code, Location, Cost Centre, or Start Cohort, then filter, segment, assign, and report on your people using those values.

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Steps shown in this video

1. Custom Fields live under People & Teams. They let you capture organisation-specific details about your people — like Department, Location, or Cost Centre.
2. Click Create New Field to add a new attribute.
3. Give the field a name — up to 200 characters.
4. Pick the type: Dropdown for a fixed set of options, or Date for a date value. A field's type is fixed once it's created.
5. For a dropdown, add each option — use Add option to add more.
6. Optionally mark the field as Required, then click Create Field to save. You can create up to 10 fields and populate them manually, by CSV import, or from your HRIS.

What you can do with Custom Fields

• Filter and segment learners — narrow your learner list by any custom field value.
• Assign learning — target a subset of people (for example, everyone in a given location) when enrolling learners.
• Report and export — custom field values are included in CSV exports.

Field types

When you create a custom field, you choose one of two types:

• Dropdown — a set of predefined options learners can be tagged with (you must add at least one option). Great for values like Department or Region.
• Date — a date value, such as a start date or certification date.

Note: A field's type is fixed once it's created. If you need a different type, create a new field.

Creating a custom field

1. Go to People & Teams → Custom Fields in the admin navigation.
2. Click to create a new field.
3. Enter a name (up to 200 characters).
4. Choose the type (Dropdown or Date).
5. For dropdowns, add your options.
6. Optionally mark the field as required.
7. Save.

You can create up to 10 custom fields per organization.

Editing and deleting

• Edit — you can rename a field, toggle whether it's required, and add or rename dropdown options at any time. Changes are applied automatically across all your learners.
• Delete — removing a field clears it from every learner. This can't be undone, so delete with care.

Populating custom field values

You can set custom field values in three ways:

• Manually — edit an individual learner and set their values.
• CSV import — include custom field columns in your learner import to set values in bulk.
• HRIS sync — map a custom field to a field in your HR system so its value is populated automatically on each sync.

Note: A custom field can be mapped to a field in your HR system, so its value is populated automatically on each HRIS sync — alongside standard attributes such as team, role, region, and location. Mapping is set up with help from your Customer Success contact; fields that aren’t mapped are managed via manual entry or CSV import.