You can use custom fields in a user's profile to add additional information about the person, such as dietary preferences. Only account admins and people managers can add information to these custom fields. However, people can see them in their profile.

You can choose the user profile type and add information to it in two ways:

• Individually, by editing the person’s profile.
• In bulk, by using a CSV file upload.

The number of custom fields you can create depends on your plan. For more information, see Perk's plan pricing page.

Custom fields are displayed in alphabetical order in the profile. Similarly, field options are sorted alphabetically. There’s no option to set the order manually.

Setting up a user profile custom field

Note: Company admins can only create and edit custom fields for their assigned companies. 

1. Go to Settings > Cost management > Custom fields.
2. Click Add field.
3. In Placement, select User profile.
   
   
    
4. In Field name and description, enter:
   • Name: A descriptive label that helps people understand what the custom field is for.
   • Description: A description that helps people fill out the field.
   • Choose whether to collect this custom information in all companies or only in specific companies. If you select specific companies, custom information is only required for people who belong to that company.
5. In Field settings, you can determine the type of value that can be entered in the custom field:
   • Minimum or maximum characters that can be entered as a value. If you try to enter more characters than those allowed, any further entry is ignored.

   • Accepted characters: Choose whether the field should allow upper or lower case characters, numbers, or special characters. Special characters are considered to be any character that is not 0-9, a-z, A-Z, or a space.

     

6. In Responses, click Save. Edit the custom field again to add custom information for selected people using a CSV file. For instructions, see Adding custom information using a CSV file.
7. Once updated, the table displays everyone who has a value for this custom field. Where the field value is —, it means the custom field previously had a value for that person and is now empty.

Tip: You can also perform this action from the People page.

Adding custom information to the person’s profile

1. Go to the People page.
2. Search for the person you want to update and click their name.
3. Under the Organization tab, in Operational information, click Edit.
4. Under Custom fields, enter the information into the custom field. If you enter a character or value that doesn’t match the settings for that custom field, an error is displayed, indicating the type of character that is not allowed.
5. Click Save.

Adding custom information using a CSV file

You can use a CSV file upload to add information about multiple people at the same time. You'll need a list of the people’s emails and the information you want to add.

You can use our CSV template to add user profile custom information in bulk.

If you use a value that doesn’t meet the custom field settings criteria, an error is displayed.

1. Create a CSV file with two columns, one with email and one with value in the first row.
2. Add the person’s email and the information you want to update to each row.
3. Go to Settings > Cost management > Custom fields.
4. On the user profile custom field you want to add information to, click the three dots and select Open.
5. Under Responses, click Edit and then Import from CSV.
6. Drag and drop or select your CSV file and click Import options.
7. Click Save changes.