What are Custom Values?
Custom values provide the ability to edit and delete the values associated with the following fields: business unit, contract type, department, employment status, grade, tags, work arrangement, and work location.
This means that if you need to make changes to the name of one of these fields, you can edit it via the Custom Values screen, which will update the value for every employee who has this field assigned to them, rather than needing to edit every employee individually.
You can also edit and add Tags from the Custom Values screen, click here for instructions on how to do so.
How do I edit a Custom Value?
Tap on Settings on the left-hand side of the YuLife Portal and select Custom Values.
β
βTo select which field you would like to edit, tap on the heading at the top of the screen.
β
βOnce you've decided on the field you would like to update, hover over the selected value and three dots should appear to the right-hand side. Select the dots and tap 'edit'.
β
A pop-up will appear where you can edit the name of the value - make sure you tap 'edit value' once you've updated the name otherwise it won't save.
β
βOnce you've tapped 'edit value', you'll be taken back to the Custom Values screen where the updated field value will be showing.
β
That's it! You've updated the Custom Value for all employees who are assigned to it. This update will also be reflected in the personal profile of each employee.
β
How do I delete a Custom Value?
Tap on Settings on the left-hand side of the YuLife Portal and select Custom Values.
βTo select which field you would like to delete a value from, tap on the heading at the top of the screen.
βOnce you've found the value you would like to delete, hover over the selected value and three dots should appear to the right-hand side. Select the dots and tap 'delete'.
β
You'll need to confirm that you want to delete the value by tapping 'delete value' - please note this action cannot be undone.
β
β
Great! You've now deleted the Custom Value for all employees who were assigned to it. This deletion will also be reflected in the personal profile of each employee.
Please note, if you delete a value that is included in an eligibility rule for a leaderboard, you will need to update the eligibility rule for that leaderboard. Click here for how to do this. This will also affect existing eligibility rules for auto-assign products and wellbeing hub entries.
β
Permissions
To be able to edit or delete custom values, you will need to have the 'manage custom values' permission enabled on your admin account. If this is not showing for you, please contact the owner of your portal (or any other admins who have the 'manage admins' permission).
If you have any questions or need any further help, please don't hesitate to reach out to us via the web chat, or at support@yulife.com :-)