A custom form can be created on 3 employee screens:
1. The Basic Profile screen
2. The Custom Forms screen
3. The Tax Profile screen
Navigate > Company Settings > Basic Settings > Company Settings > Custom Screens and Fields >
Step 1: Select the " + " option to create a new custom form.
Step 2: Fill in the fields to create the custom form at the employee level and save your changes.
Step 3: Create custom fields in the Fields tab by selecting Form Category . The Custom Field type can then be selected, which will populate the information fields.
Step 4: Navigate to the employee screen (the Basic Profile screen in this example) where the Custom Form was configured and add the custom field details.
Navigate > Employee > Basic Information > Basic Profile > Custom Form (optional)
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Note!
The Custom Form will only reflect as "Optional" on the employee screen if the "Required" checkbox has not been enabled on the Company Custom Form Configuration screen.