Employees Related Forms

The related forms for employees allow the addition of a set of data on a separate page as part of the employee’s profile. For example, you can add a form related to employee performance to record all their achievements, skills, and progress levels. This form can be added to specific employees without the need to add it to all employees. Here are the details for adding and using “Related Forms” in this article.

The custom form consists of a section that includes basic information, such as the form’s name, who has access to it, and how it is handled. The second part relates to designing the form, where form fields are added, and their properties are controlled. To add a new custom form:

Click on “Settings” in the drop-down menu under “Employees” in the main menu and click on the “Related Forms” tab.

 

Click on the “Add Custom Form” button.

 

 

Enter the information for the custom form:

Name: Enter a name for the custom form, preferably descriptive of its purpose.
Key: Similar to a code that uniquely identifies the form, it can be a number or a letter in English.
Status: Choose either “Active” to enable the use of the form or “Inactive” otherwise.
Description: Include any details relevant to the custom form and its purpose.

Control the permissions for the custom form:

Add Record: Choose who can add this custom record. Is it available for a specific branch, department, job title, or only a single employee?
Edit Record: Choose who can edit this custom record.
View Record: Choose who can view this custom record.
Delete Record: Choose who can delete this custom record.

Then, click the “Save” button.

After adding the information and permissions for the custom form, you will be redirected to the form design page. In the menu, there are fields with different types that allow for a variety of data to be included in the form. You can add:

• Single or multi-line text statement
• Dropdown list with choices
• Email
• Date
• Link
• Map

And many other types of data.

All you need to do is drag and drop the field type you want into the center, then write the field title, adjust its settings, control its properties, and finally, click on the “Save” button.

Click on “Manage Employees” in the dropdown menu under “Employees” in the main menu, then select the profile of the employee for whom you want to add a custom form.

Click the “Add” button and select the custom form you want to add for the employee from the dropdown menu.

 

 

Enter the required information in the form fields, then click the ‘Save‘ button.

 

After adding the custom form to the employee, a tab with the name of the custom form appears in the employee’s profile alongside the ‘Details,’ ‘Contracts,’ and ‘Activities Log‘ tabs.

To take action on the custom form for this employee, click on the three dots next to it ‘…’ and choose from the dropdown menu:

• View
• Edit
• Delete

 

The details of the custom form information for the employee appear as follows when reviewing it from their profile.

 

To review all custom forms for employees in your system, follow these steps:

Click on the ‘Settings‘ dropdown menu under ‘Employees‘ in the main menu and select the ‘Related Forms‘ tab.

Then click on the three dots next to the name of the desired form ‘…‘ and press:

Manage Records: Click on it to review all employee forms you have added for employees from this custom form.

Form Builder: Click on it if you want to edit the design of the custom form.

Edit: To edit the basic information of the custom form, such as its name and permissions.

Delete: To delete the custom form.

 

After clicking on “Manage Records” or on the form itself, you will see all the forms associated with employees through this custom form. This allows you to review their data or take some actions.