Key Points:

- This feature will only be included in the Elite package

- This feature is only accessible to administrators.

1. Accessing the screen designer

1a. As an administrator, you can access the screen designer feature via the main settings area.

1b. Once you are in the settings menu, you will see a tile labelled 'Screen Designer', click this to go into the designer area and start utilising the functions.

1c. In the screen designer settings screen, select the 'Profile Templates' tile to proceed and select which profile template you wish to view, edit or create screens for.

1d. Select which existing profile type you want to view, edit or create screens for, alternatively you can also choose to create a completely new profile type for example, for a Volunteer worker, Casual Employee, Temporary Worker etc. As the screens you intend to make may be for a specific employee type than permanently employed.

1e. Once you select the profile template you wish to edit, you will then be in the following screen where you can select which screens to edit as well as be able to create whole new screens to be added to this profile template

2. Creating new custom screens

2a. Now you are in the screen designer area and have selected the profile template you wish to create/edit the screens for, you can start to create a new screen for this profile by clicking the + icon at the top, next to 'Manage Screens'.

2b. Once you click + a window will then appear called 'Manage Screens'. This is where you can decide which existing system and custom screens are enabled/disabled for this specific profile type, as well as select the option to create a new custom screen.

Just make sure to switch to the custom screens tab first to see and select this option.

2c. Now you have selected '+ Create New Screen' you will then be brought to the following screen to choose which of the two types you want to create, Form or Table.

Name - The name that this screen will appear as in the employee profile e.g. Medical Information, Expenses etc.

Form - This is a single entry screen where only one set of information will be stored and displayed at a time like the Personal and Contact Details screens that are standard in the employee profile.

Table - This is a multiple entry screen where multiple records can be stored and displayed in this area at one time like the Training and Company Equipment screens that are standard in the employee profile.

2d. Now you have selected the screen type, you can now start building it. You will see the designer has a large blank canvas that makes up the majority of the screen and down the left hand side you have the selection of fields you can drag across into the design area to place it where you want it to show on the form.

In the field selector you have a tab at the top to choose from 'Existing Fields' or 'New Fields'.

Existing Fields - These are the fields that have already been created and assigned to already existing screens in the system, for example Current Date, Department, Job Title, Date of Birth, Nationality etc. These are fields that are already setup, therefore if a new screen you are creating needs a field that is already made, you don't need to create a duplicate, just copy the existing one instead.

New Fields - These are fields that are brand new, with labels/titles that aren't already assigned to any existing field in the system. When creating a brand new field, you have a selection of types available to determine what data this field will capture and how it will capture it, for example you may want a field for 'Reason' and this could be any of the following types Dropdown, Text box or Rich text depending on how you want employees and managers to populate it.

2e. To start creating, drag and drop the existing field, or new field type you want to setup into the designer area.

In the example above I have used the existing field 'Current Date' which required no further setup as it has already been done.

I also added a new custom field just below which as you can see by the label, is a dropdown field.

Because this is a new custom field that I am creating for this screen, I have the 'Field Properties' tab appear on the right to allow me name this field, provide pop up help text that users will see when interacting with it, whether it is a mandatory field, and also 'Manage Options' this being specific to dropdown's allowing me to add to the dropdown list.

2f. Now you have updated the field properties, you just need to make sure you select at least one field to appear as a 'Column Header' this is essentially so that there is something for the system to show in the preview of this screen. If you do not have at least one field selected as a header, you will not be able to click the 'Done' option at the top to save and exit.

2g. Once you have added your fields and managed the properties respectively, you can then preview the screen to see how employees will interact with it before saving and publishing.

3. Previewing & Using The Screen

3a. The column headers shown will be showing how the 'Mark as Column Header' fields will display.

3b. In the preview screen, click + Add record to open a new blank version of the screen you have created.

3c. Now you can close the preview, and to save the screen and publish it once all edits are finished, just click done at the top right of the editor.

3d. Now that you have saved, you can view and interact with the screen from the employee profile just like any of the default screens.

3e. Click + Add Recordd to open a new blank copy (if its a table screen type, if its a form, you will already see the fields displayed to edit at your leisure)

3f. You will then be presented with the screen to complete the fields as normal.

3g. Make sure to complete all fields labeled 'Required' only then will the 'Add' option be available to allow you to save this new record.