1. Navigate to User Defined Fields records; My Daily Work à System Setup à System Data à User Defined Fields.
2. To add a new record, click New, to change click Edit.
3. To configure a User Defined Field record, specify the following data:
o Select the Form Name signifying the module name.
o The Field code represents a unique code referring to the ‘My Form’ field being defined. Note that, the field code is not user-defined, but it is automatically generated upon saving this new record.
o Enter a significant name for the newly defined ‘My Form’ field being created, via Field Caption.
o Specify the kind of data that is to be accepted or recorded at this new ‘My Form’ field via provided list; Text, Select from Values, Numeric or Date.
o A user can mention field order upon display among other My Form fields defined for this module.
o A user may enter a Default Value for this field, a Minimum, or a Maximum, as required. In addition, a user can specify the Maximum Length for field entries, or if it will be a mandatory field via ‘□ Required’ check box.
o Field Values: In case of choosing ‘Select From Values’ option at the ‘Field Type’, a user can specify the required list of values via this link, which will create a uni-selection list.
o Field
Codes:
A user can manage the content of the ‘Field Codes’ form, in
order to control which ‘My Form’ field will be displayed at different types of
records at various system modules at “Employee Files” icon; as follows:
ü
Module/Form
Name “Profile”
à
It enables a user to control displaying certain ‘My Form’ fields for (External
Trainees – Profile – Relatives – Trainers - Users).
ü
Module/Form
Name “Payroll”
à
control displaying certain ‘My Form’ fields as per (Paycodes).
ü
Module/Form
Name “Change of Status”
à
control displaying certain ‘My Form’ fields as per (Change of Status
Transactions).
ü
Module/Form
Name “Misconduct”
à
control displaying certain ‘My Form’ fields as per (Misconducts).
ü
Module/Form
Name “Vacation”
à
control displaying certain ‘My Form’ fields as per (Vacation Types).
ü
Module/Form
Name “Medical”
à
control displaying certain ‘My Form’ fields as per (Medical Types).
ü
Module/Form
Name “Document”
à
control displaying certain ‘My Form’ fields as per (Document Names).
ü
Module/Form
Name “Training”
à
control displaying certain ‘My Form’ fields as per (Training Activities).
ü
Module/Form
Name “Recruitment”
à
control displaying certain ‘My Form’ fields at the (‘My Form’ link)
located at the module action bar.
ü
Module/Form
Name “Appraisal”
à
control displaying certain ‘My Form’ fields as per (Appraisal Templates).
ü
Module/Form
Name “Competencies”
à
control displaying certain ‘My Form’ fields as per (Competencies).
ü
Module/Form
Name “Benefits”
à
control displaying certain ‘My Form’ fields as per (Plans - Options).
ü
Module/Form
Name “Housing”
à
control displaying certain ‘My Form’ fields as per (Housing Items).
ü Module/Form Name “HR Activities” à control displaying certain ‘My Form’ fields as per (Activities).
o Apply to All:
Apply the defined criteria for a certain ‘My Form’ field upon the entire module
in a batch; so that this field can be displayed upon the attempt of defining
any new record at this module. Likewise in case of “Profile” or ”Recruitment”
modules, the intended field will be displayed at ‘My Form’ screen provided at
the module ‘Action Bar’.
ü For example, apply this link to generalize a
certain ‘My Form’ field defined for the “Change of Status” module, so that it
can be available upon selecting any transaction; after confirmation message
approval. Consequently, after applying this batch link, the system will
automatically create records at the ‘Field Codes’ link for this ‘My Form’ field
for all change of status transactions; which are listed at the records grid at
the top of the ‘Field Codes’ screen
Tip
§ A user/Implementer should specify details at ‘Field Codes’
and/or ‘Apply to All’ links for any ‘My Form’ field, so that the system can
display each required ‘My Form’ user-defined field at the proper system screens
and with the convenient module component(s).
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