This article explains how to add, update, deactivate, or restore custom entities in Easy Employer. Custom entities are used to attach additional context to shifts — such as a client, service, vehicle, or funding scheme. This guide uses “Clients” as the example custom entity, but the same process applies to all entity types.
Contents
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Overview
Custom entities are a highly customisable feature of Easy Employer, used to provide additional information to staff members on a rostered shift. A custom entity could be a service, client, vehicle, or funding scheme.
In this article, we use the custom entity type Clients to show how to add, update, or deactivate custom entities. These steps apply to any custom entity type.
Add
To add a new custom entity:
- Click Organisation.
- Click the applicable custom entity (e.g. Clients).
- Click Add Client (plus sign icon).
- Enter the client’s name and click Add.
Update
To update the details of an existing custom entity:
- Click Organisation.
- Click the applicable custom entity (e.g. Clients).
- Select the client by clicking their name.
- In the side menu, click the area you want to update (e.g. Details).
- Click Edit on the relevant row.
- Make your changes, then click Save.
Deactivate / restore
Custom entities stay active unless you manually deactivate them. If a custom entity is no longer needed — temporarily or permanently — it should be deactivated to remove it from rosters and shifts. You can reactivate it later if required.
- Click Organisation.
- Click the applicable custom entity (e.g. Clients).
- The custom entity list will be displayed.
- Select to view active or inactive entities by checking Active or Inactive.
- To only see inactive entities, uncheck Active and check Inactive.
- Click Deactivate to move an entity to the inactive list.
- Confirm the action in the popup window.
- A confirmation message will appear once the entity is deactivated.
- To restore an inactive entity, click Restore.