How do I configure the system to create custom screens on employee level?
A custom form can be created on 3 of the employees screens:
- The Basic Profile screen
- The Custom Forms screen
- The Tax Profile screen
Navigate > Configuration > Basic Settings > Custom Screens & Fields > Custom Form Configuration
Step 1: Select the + New Custom Form Category option to create a new custom form.
Step 2: Complete the fields to create the custom form on employee level and save your changes.
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Step 3: Create custom fields on the Fields tab by selecting the form category and specifying the information fields.
Step 4: Navigate to the employee screen (the Basic Profile screen in this example) where the Custom Form was configured add the custom field details and save your changes.
Navigate > Employee > Basic Information > Basic Profile > CUSTOM FORM