At Utmost, the industry’s first extended workforce system, a single, global platform built to manage and engage all classifications of workers, we believe flexibility is everything. This is especially true in how we designed our custom fields. All of our functionality is built as an extension of our data model and our configurability is unmatched. When it comes to custom fields, everything is customizable, editable, and can be added to our UI in a self-service manner. You have control over where it is added and what it’s called -- and every single field and object is reportable.
Utmost custom fields are flexible and meant to drive decision-making, enable organizational policies and procedures, and use as your business changes. Users can add and upload documents and, most importantly, add fields directly into workflows using our smart forms, which will drive behavior based on input.
Why does this matter?
Our configurability is a major differentiator over traditional vendor management systems where there is limited flexibility on how many custom fields can be added, where they are added, and what, if any, are reportable. They also don’t allow users to go into the system to create a custom field, requiring them to submit a ticket and wait days, sometimes weeks, for the fields to be added. Many require integrations if an organization wants to report on or make any changes to a workflow as a result. This is done in the name of “we know our system best,” but Utmost takes a different approach by design, making our technology user-friendly, so anyone with access to create custom fields can.
With Utmost, organizations can allow anyone with access to create custom fields, and there are no limitations on the number of fields they can have. Our goal is to create a better user experience and offer the configurability necessary to run your business in an agile way.
We give organizations the ability to add a document field to upload attachments in any custom field. Workers can then upload documents directly into Utmost via our Worker app. This information can be used in our workflows to drive additional action, bring in additional departments, and mitigate risk.
Companies can use custom fields to capture certification and licensures in many different fields. For instance, if you’re an insurance company, you can have a custom field for field agents with dropdowns like:
- Licensure pass date
- Licensure #
- Date of expiration
- Valid state(s) to do business
This can be mirrored for multiple workers and licensures, and you can add or reduce the number of fields depending on your needs.
From there, you can create workflows based on the response as it relates to additional onboarding forms, certifications, or other organization-specific requirements. Other custom field dropdown examples could include worker status (i.e., W-2, 1099, LLC), worker location (i.e., remote, hybrid, etc.), redeployment consideration, and any other reportable information you’d want captured.
All custom fields are updated in real-time, so workflows can be changed on the fly or in response to identified gaps in processes or procedures. We’ve made it seamless to not only respond to global market changes but the flexibility to add fields based on whatever happens in the future.
How do I create a custom field in Utmost?
Creating a custom field in Utmost couldn’t be easier. Simply click on your Settings page under your profile, select Objects and Fields, click “create a custom field.” Next, fill in the desired custom field, and hit save. That’s it. It takes less than 30 seconds and the custom field will be immediately available in workflows, smart forms, and dashboard reporting and available via API to support integrations.
Speaking of reporting, every single custom field added is reportable and able to be integrated as needed. Not only does this allow for data-driven decision making, our fields can be put into our smart forms to drive decision making during the hiring, onboarding, and offboarding of workers -- and everywhere in between.
Security and control
Utmost uses attribute-based access control (ABAC), which allows for ‘multi-layered’ rules based on an organization’s needs. These rules are created and stored in Utmost and gives clients the ability to control what a particular user is able to see, modify, or create down to the attribute level (i.e., job level, title, engagement type, etc). If a manager in your organization shouldn't see a particular field (i.e., date of birth), Utmost can limit that manager's view while allowing the field to be visible to HR or IT for provisioning purposes. To control this level of access at the attribute level that is customizable is unique to our technology. The goal, again, is to give organizations and users flexibility in how they work.
If you want to hear more about how Utmost is providing flexibility and agility to the extended workforce, please contact sales@utmost.co.
