There are two methods available for renaming fields, depending on your version of SelectHR.
In the latest version of SelectHR Evo, new functionality allows you to rename a field via the customer display name field.
Rename a field in SelectHR Evo
In the Admin Tool, click Tables & Views.
Double-click the relevant database object (for example, Person.Details).
Double-click the column you want to rename (for example, Birth Date).
Enter the new label in the Customer Display Name field.
Click OK to save the change.
The updated label will be displayed on the website wherever that field is used.
Version 4 and below
If you are not using SelectHR Evo, field names must be renamed by creating copies of the relevant forms and processes.
To rename a field, follow these four main steps:
Identify the form name.
Create a copy of the form and rename the field.
Create a copy of the process and assign the amended form to it.
Add the copied process to the correct menu set.
Identify the form name
In the Admin Tool, click Menus.
Double-click the relevant menu set where the field appears.
On the left, select the area (for example, Absence History, Career History, etc.).
On the right, view the list of menu items (processes) in that zone.
Double-click the process that includes the form.
In the Process Properties window, double-click the relevant form from the list on the left.
On the right, note the name of the form—you'll need this for the next step.
Close all open windows.
Create a copy of the form and rename the field
In the Admin Tool, click Forms.
Find and select the form you noted earlier.
Click Create a copy of the selected form.
The new form will appear below with (Copy) at the end.
Double-click the copied form and rename it (for example, prefix it with an underscore so it appears at the top of the list).
Click OK to save.
Single-click the field you want to rename.
On the right-hand panel, untick Use field name.
In the Name field, type the new label you want displayed.
Click OK to save changes.
Create a copy of the process and assign the amended form to it
In the Admin Tool, click Processes.
Locate the process containing the original form.
Select it, then click Create a copy of the selected process.
Rename the copied process (for example, prefix with an underscore).
Click OK to save.
Enable the process by clicking the red dot.
Click the relevant form tab (for example, Detail).
On the right, expand the User Interface tab.
Click Change next to the field under View.
Select the copied form and click OK.
Click OK to commit the changes.
Add the copied process to the menu set
In the Admin Tool, click Menus.
Double-click the menu set where you want the form to appear.
On the left, click the zone where the new process should be added.
On the right, click Add Item, then click Existing Process.
Use the Filter dropdown to locate the copied process.
Click OK to add it.
Need more help?
If you require further assistance after following this guide, please be aware that form, process, and menu configuration falls outside the scope of standard support.
If needed, training can be arranged, or our professional services team can implement the requested changes on your behalf. Please contact your Account Manager for more information.