The Employee form determines which fields are shown within the employee profiles in your Manage people in Schedule Xpress.
In this article, we'll look into the following on your Employee form in Schedule Xpress:
Finding your Employee form
Your Employee form
Finding your Employee form
If you want to add or remove any of the sections, you can do so in the Employee form. The Employee form will be located in the Settings cog inside the employee profile, or under the Branch defaults section of your Schedule Xpress Settings.
Inside employee profile in Manage people:
Under Branch defaults in your Schedule Xpress Settings:
Your Employee form
Let's look at how you can determine the sections and fields displayed in the employee profiles.
Employee form sections visibility
Once inside, you can define which sections to include in the employee profile by selecting or deselecting the sections in the Employee form sections visibility.
When you've chosen the sections you'd like to display, they will show in the employee profiles in Manage people.
Quick view form fields set
The Quick view form fields set allows you to determine which employee fields are displayed in the quick view section of their profile.
They will display below the profile icon, as below.
For more information on your Employee form, please Contact Support now!