Can custom forms be created via the Bulk Actions screen?

Yes. Custom Forms can be created via the Bulk Actions screen.

      Navigate > Bulk Actions

      

• Related Articles

• Can a custom form be added to other screens beside the Custom Forms screen?

  Yes. Instead of saving all custom forms to the Custom Forms screen under the Basic Information section on the employee's profile, custom forms can now be appended to an existing employee screen. This can be done on the Custom Form Configuration ...

• Can custom forms be linked to an employee record via the Bulk Actions screen?

  Yes. Custom forms can be added to employee records provided that they have been configured on company level first. Navigate > Bulk Actions

• Can custom fields be created on the Suspension screen?

  Yes. Custom fields can be created on the Suspension screen. Navigate > Configuration > Basic Settings > Custom Screens & Fields > Custom Fields

• Can custom fields be created on the Project screens?

  Yes. Custom fields can be created on the Project screens (company and employee levels). Navigate > Configuration > Basic Settings > Custom Screens & Fields > Custom Fields Company level configuration Employee level configuration

• Can I create custom forms without having to specify an effective date?

  Yes. Previously, any custom form created was of a "History Grid" type form. This means that all forms captured need to have an effective date that is unique, and is used to store information that has a history record- i.e. the pay rate screen is an ...