Custom Forms | Completing employees' Custom Forms with Child Libraries via the Bulk Actions screen
Overview
The system includes a custom form type called Child Library, accessible through the Custom Form Configuration screen. This form type allows users to create forms that capture multiple entries of the same data — ideal for detailed historical record-keeping.
Edition
This feature is available on the Master payroll edition.
Configuring and using the Child Library feature
Refer to the below article to configure and use a Child Library custom form.
Related Article
Navigation Path
Navigate > Bulk Actions
Details
Once the custom form (with the Child library) is configured, users can complete the forms directly on the screen on which it was set up or via the Bulk Actions screen. This applies to company and employee level screen types where the parent form was set up.
If the Parent form with a Child Library custom form/s is/are configured on a Company/Employee level screen, the form will appear in the Custom Forms dropdown menu for the relevant screen type.
Extract of the parent form configuration
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Categories
Corresponding Bulk Actions screen parameters
Navigate > Bulk Actions
The MS Excel Template
The Parent Form/Sheet
The Parent form and each of its linked Child Libraries will be organised in separate sheets on the MS Excel template.
The Parent form will be on the first sheet labelled with the Category Code as defined on the Custom Form Configuration screen.
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Categories
Extract of the Bulk Actions template
PHYSICAL_C (Sheet 1)
The Child Libraries/Sheets
Each linked Child Library will be on separate sheets following the first (parent form) sheet, each labelled with the Category Code as defined on the Custom Form Configuration screen.
Navigate > Config > Basic Settings > Custom Screens & Fields > Custom Form Configuration > Categories
Extract of the Bulk Actions template
BASIC_C (Sheet 2)
MEDHIS_C (Sheet 2)
MEDTESTS_C (Sheet 3)
Important Comment
A parent form can be completed via the Bulk Actions screen without filling in any Child Library fields.
Child Library forms always include an effective date column to link them to the corresponding parent form with the same date. If the entered effective date does not match an existing parent form, the system will generate the error message: "Effective date must match a parent effective date."
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