Add a form

This article covers: Add Form.

Before you start

Access. You need access to HCM Settings > Custom Forms. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps

Open HCM Settings > Custom Forms.
Select Add Form.
In the window Custom Form fill in the fields below.

Field	What it means and what to enter
Form Name	The name people see for the record.
Form Code	A short, unique code that identifies the record.
Category	Choose one: Employee, Lifecycle, Learning, Recruitment, Performance, Compliance, Other.
Target Entity	Where you want it to be at the end.
Status	Whether the record is in use. Choose one: Draft, Published, Archived.

Select Save Changes.

The window closes and the table shows the result.

If something does not work

The button "Add Form" is missing. You do not have the permission, or the page is not in your menu. See Access above.
A list in the window is empty. The records it picks from do not exist yet.
The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.