You can manage the fields for all employees universally and manage the fields of an individual shape.
Plan availability: Free, Individual, Team, and Enterprise.
- Available on FedRAMP accounts.
- If you are a FedRAMP user, you can import from Excel or CSV. However, importing from Google Sheets and BambooHR is not available.
- Read the Lucid Plans article for more information about what is available on your account or the Upgrade your Lucid account article for instructions to upgrade.
Manage employee fields universally
- Hover your cursor over the org chart and select the dotted outline.
- In the org chart Context panel to the right, select the Layout tab.
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Click to expand the Employee Fields menu.
From here, you can:
- Add or remove a field by checking or unchecking the relevant box.
- Rename a field by clicking the title and typing a new one.
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Apply a field to all shapes by hovering your cursor over the field and clicking
the globe icon.
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Arrange the order of fields by clicking and dragging
the handles to the left of the field name.
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Delete a field, show/hide label, or hide empty field by selecting
the More Options menu on a field.
You can also manage the fields of an individual shape by selecting the employee shape and following the steps above. Some options (such as applying a change universally) will not be available.
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