What is The Platform?
The Platform lets you extensively customize your workflow on Workforce.com. You can create new ways of storing information so you and your team are always fully-informed.
Whether you are gathering extra employee details, putting reminders on shifts, or labeling your teams, shape The Platform into the best data management tool for your organization.
The Platform is made of two parts: Custom Fields and Custom Objects.
How to get to the platform:
Platform Templates contain pre-built customizations the Workforce.com team have created which you can load into your account.
These are things like forms Team Workforce.com have built which you may find useful in your account to handle deeper workforce management and human resourcing requirements. These are a great starting point to load into your account and then customize to give you a sense of how Platform works.
When you click to add an object it will become available in your Workforce menu drop down. An example of an account with a number of custom objects loaded is below.
As you add objects to your account they will become visible in the Platform Objects box, from there you can view / edit / delete the objects.
Customize Native Objects
An Object is any part of Workforce.com that can contain information.
As an example Shifts, Employees, and Locations are kinds of objects. Every shift has fields (and links to other objects) like a time, date, employee name, team, and location. Every Employee Profile has a name, the pay details, qualifications, and so on.
With The Platform, you can customize native objects by adding extra fields of information to them, and also create your own object -- which can contain any piece of information you need. As mentioned earlier our objects templates are a good point to start to see how this can work.