Sapling’s Custom Tables showcases a timeline and structured data related to individual employees.
This feature allows admins to better track structured data formats (including effective dates for compensation and role information).
Timeline v. Structured Tables
Timeline tables are driven by dates and store information in chronological order. Timeline tables have an effective date. For example, tracking raises over a period of time
A standard table is used to track information that applies to the team member at any given time. It’s a snapshot of information, where the timeline and effective date don’t matter. For example, an IT person adding hardware information in a table (laptop, serial number, etc).
Admins can create tables in Profile Set-up, consisting of custom column formats. The default visibility is hidden until table permissions are set-up on an individual basis.
There are three default tables added to all accounts, Role Information, Compensation, and Employment Status.
To create a custom table follow these steps:
- Navigate to "Profile Set-up" in the admin side navigation
- Select "Custom Tables" at the top of the page
- Select "New Table"
- Add a name
- Select "Timeline" or "Standard"
- Add columns to your table