How do I configure the payspace system to create custom employee-level screens?
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)
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.
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