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

      

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• Can custom forms be created via the Bulk Actions screen?

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

• 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 ...

• How do I configure the system to create custom screens on employee level?

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• How do I resolve the error "Effective date must be unique to each record" when uploading employee pay rate details via the Bulk Actions screen?

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• How do I update existing employee bank details via the Bulk Actions screen?

  To update the existing employee bank details, select the "Eye" icon to load the employee data, then select the "solid download" icon (the first icon in the left corner of the grid) to download the prepopulated template. Edit and upload the ...