Format of a Custom Form

Custom forms look similar to standard pages in a portal. A custom form is made up of the following elements:

Name of Form	The name of the form will appear in the navigation. It should be limited to one or two words and clearly define the purpose of the page.
Sections and Headings	Within a form, you can have sections to clearly separate fields. Each Section can include a Header to describe the content of the Section. These are referred to as ‘Level 1 Headers’. Within a Section, you can have labels for an individual row of fields. These are referred to as ‘Level 2 Headers’.
Fields	Fields are the input areas where data is collected on a custom form. This is the information that will be passed on to your payroll system. Custom forms support the following types of field: Free Text - allowing the keying in of any letters or numbers Date Picker - calendar allowing you to select a date Defined List - drop-down picklist allowing you to select from a predefined list of values Checkbox - tick box allowing a yes/no selection
Field Help Guide	Each field can have help fields with supporting text. These are generally represented by a question mark icon next to the field. When you hover your mouse cursor over the icon, the supporting text will display.
Field Validation	Fields can have basic validations in place (eg not allowing letters in a numbers field). The validations do not support more complex algorithms. Validations will generally flag via an error banner prompting the employee to check and correct the data they have entered.

Information Required to Build Custom Forms

For each form that you require, you will need to provide the following details:

Element	Notes
Name of Form	Should be kept short to fit in the navigation menu
Section Headings	Level 1 headings
Labels	Level 2 headings
Field Names	Field labels
Field Types	Describes the type of field using the options in the table above
Field Size	How big the field should be - this should relate to the amount of data you need to capture
Structure of the Form	Where each field should be positioned on the form
Help Text for any fields	Any help text you would like to set up and which field the help text will apply to
Validations	Any validations that you require Note: the validations you nominate may not be possible, but we can assess and provide this advice once we are aware of your requirements