Bulk request custom fields
To bulk request custom fields, use the following process:
- After logging in to your Zenefits admin account, select the Directory app.
- Select the Bulk Information Request tab, then New Request.
- From the Request Type drop down, select Custom Fields (if you wish to request a section, select Custom Field Sections)
- You can select single or multiple custom fields or sections in one Bulk Information request. Select Custom Fields or Custom Field Sections from the drop down (if you wish to request a new field, follow these steps to create a new custom field).
- Select the workers from whom the custom fields should be requested.
- Check the box to include workers who have already completed this custom field previously.
- If a custom field is under a section set to be filled out by the employer, it cannot be bulk requested.
- You'll see the name of the request, along with everyone who will receive the request. If this looks good, press Request.
You will have 15 minutes to cancel this request while it is being processed. - The next time a selected worker logs into their Zenefits dashboard, they will be prompted to provide the requested information.