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

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

This feature is available on the Master payroll edition.

A custom form can be created on 3 of the employees screens:
  1. The Basic Profile screen
  2. The Custom Forms screen
  3. The Tax Profile screen
      Navigate > Configuration > Basic Settings > Custom Screens & Fields > Custom Form Configuration

Step 1: Select the " + " option to create a new custom form.

      

Step 2: Complete the fields to create the custom form on employee level and save your changes.

      


Step 3: Create custom fields on the Fields tab by selecting the 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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