Related Forms of Payroll/ Contracts

The related forms for salaries and contracts allow adding a set of data on a separate page as part of the employee’s contract or salary details. For example, you can add a related form for the employee’s contract that includes the intended career path and the required skills for it. This form can be added to the contract of the employee you wish to include it for, while it is not obligatory to add it to all employee contracts. Here are the details for adding and using ‘Related Forms’ in this article.

Adding a New Related Form

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

Click on “Settings” dropdown under “Payroll” in the main menu and click on “Related Forms” card.

Click on “New Custom Form” button.

Enter the Custom Form Information:

  • Name: Enter a name for the custom form, preferably indicative of its purpose.
  • Key: Similar to a code identifying the form, it can be a number or an English letter.
  • Status: Either choose active to enable the use of the form or inactive.
  • Description: If there are any details worth including about the custom form and its purpose.

Control the Permissions of the Related Form:

  • Add Record: Choose who can add this custom record. Is it available for a specific branch, department, designation, or only specific employees?
  • Update 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 on the “Save” button.

Designing the Custom Related Form

After adding the information and permissions of the custom form, you will be directed to the form design page. Here in the menu, there are fields of different types that allow the inclusion of various data types in the form. You can add:

  • Single or multi-line text statement.
  • Dropdown list containing choices.
  • Email address.
  • Date.
  • Link.
  • Map Location.

And many more types of data.

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

The field key (Key) should be unique to this field and different from the keys of any other field in the same form. The field should consist of numbers or English words and letters, and an underscore (_) is used to separate each word or number.

Adding a Related Form for the Employee

Click on “Contracts” dropdown under “Payroll” in the main menu and choose the employee profile to which the custom form is to be added.

Click on the “Add” button and select the desired custom form to add to the employee’s contract from the dropdown list.

Enter the required information in the form fields and then click on the “Save” button.

After adding the custom form to the employee, a tab named after the custom form appears in the employee profile next to the “Details” and “Activity Log” tabs.

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

  • View.
  • Edit.
  • Delete.

The details of the employee’s custom form information appear as follows when viewed from their profile.

Actions on the Related Forms

To view all the custom forms for employees in your system

Click on “Settings” dropdown under “Payroll” in the main menu and click on “Related Forms” card.

Then click on the three dots next to the name of the desired form “…” and click on:

  • Manage Records: Click on it to view all the contract forms you have already added for your employees from this custom form.
  • Form Builder: Click on it if you want to modify the design of the custom form.
  • Edit: To modify 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, all the forms related to employee contracts associated with this custom form will be displayed, allowing you to review their data or perform certain actions.

If this custom form has not been added to any contract, this message will appear: “No (name of the custom form) Added Yet.”.