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Settings: Employee form

The Employee form allows you to determine which fields are shown in the employee profiles in Schedule Xpress

J
Written by James Lewis
Updated over a year ago

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:

The Employee form is a Settings option which allows you to define the fields shown in the employee profile

Under Branch defaults in your Schedule Xpress Settings:

Employee form in Settings in Schedule Xpress

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.

Employee form section

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.

The Quick view form fields set allow you to define the quick view fields in the employee profile

They will display below the profile icon, as below.

These are the quick view fields in the employee profile

For more information on your Employee form, please Contact Support now!

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