Add Matching Custom Forms Tab Option to Employee Access
The Custom Forms tab that was once a mess under Student Management continues to plague the Employee area of the Finance System. We have SO MANY different forms that the Custom Forms tab under Employee Profile is just a long disorganized list of scrolling and truncated names. Because we clone forms on an annual basis, this makes things messier because we then have to hover over them to make sure you're selecting the correct one. The staff dealing with these forms are too busy to find the needle in the haystack so to speak, so the format needs to match what's been done in Student Management, where there is now a useable browse type screen. If you select the Inactive Forms link under the tab, you get a neat browse of all the inactive forms. This is how the entire tab should be formatted. You should have two sub-tab options: Active Forms and Inactive Forms. When you select either link, the forms should be listed in a full browse style screen, complete with the action buttons for Add, Edit, Delete, Print, etc. Please program this area in Employee Profile to match Student Management setup.
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Thank you for submitting the product idea!
This option does currently exist within the Business Suite.
The option can be located through Web Human Resources > Employee > Setup > Configurations > Employee Configurations.
You can then select Custom Forms and there will be the option "Display Custom Forms in Employee Profile as:" Select the option "A browse" and save.
You will then see the Active/Inactive tabs as you are expecting.
Thank you!
Erik O.