โ ๏ธ Accessing the settings for these fields requires the "Edit identifications" permission.
When creating a new employee/journey in Workelo, it is often essential to collect information specific to your company โ such as the contract type or an internal employee ID number.
These identifications allow you to collect information in two places :
- At the journey level:
- At the employee level:
๐ Default fields are available, but you can configure your own additional fields to properly identify your employees and journeys (contract type, employee ID, etc.).
โ๏ธ Create/edit an identification field
In the 'Account' section, open the "Identification" page.
You can:
- Edit an existing field by clicking on it
- Create a new field
- Adjust the display order of fields.
Fill in all the required information:
- Field type: Text, Dropdown, Date.
- Field name
- Technical identifier (especially if this data needs to be entered and/or used as part of an automated integration)
-
Where to display this field (at the creation of the journey,
the employee, or both).
๐ Use case examples: - Option to enforce a format (Regex)
- Make this field mandatory
- Use the field as a variable in a communication.
- Choices (for dropdown lists)
| Information | Identification level |
|---|---|
| Phone number | Journey and Employee |
| Contract type | Journey only |
| Employee ID number | Employee only |
๐ก Good to know
Identifications are created at the Workelo account level, not at a specific environment level. They are therefore shared across all your environments.
Key management rules
- โ Deleting an identification permanently erases the data collected through that field.
- โ Adding a new identification does not apply it retroactively to already-created journeys or employees.
- ๐ Changing the field order affects their display order in the interface (employee profile, journey page).
- ๐ For a phone number field type, create a text field with the technical ID
phone_number.
Special cases for dropdown lists
- Deleting a list option does not erase already-collected responses.
- Editing an option does not retroactively update previously entered values.