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      How to manage the Employee Form in Form Builder Lite?

      This guide provides step-by-step instructions on how to modify the Employee form, which is an essential part of the Employee profile.

      1. Accessing the Employee Form Editor

      To add or edit fields in the Employee profile, follow these steps to access the Employee Form Editor:

      1. Go to Settings
      2. Click on Employee Form under the Templates section
      3. Select Edit Employee Form

      2. Editing Existing Fields

      Once inside the Editor, you will see the current fields in the Employee profile. To modify a field:

      1. Click on the desired field
      2. Navigate to the Field Settings section

      Available Field Modifications:

      • Change Field Label – Modify the field name, mostly used in dynamic forms
      • Add Tooltips – Display additional information when hovering over the field
      • Add Instructions – Show comments marked by a question mark next to the field name
      • Edit General Options – Adjust settings such as required status, activation, assignment filters, checklist filters, etc.
      • Set Default Values
      • Enable Email Alert Actions for date fields
      • Add /Hide/ Delete Choices to single or multiple selection fields

      3. Adding New Fields

      When adding new fields, you can choose from the following types:

       P.I.I. Fields (Personally Identifiable Information)

      • Contain sensitive personal information 
      • Provide special formatting

      Standard Fields

      These fields offer flexible customization options. Key types include:

      • Single Text – A one-line text field that accepts all character types
      • Date – A calendar date picker
      • Label – Displays text using a rich text editor
      • Signature – Allows users to digitally sign using typed names or mouse input
      • Single Selection – A drop-down or radio list allowing only one selection
      • Multiple Selection – Checkboxes allowing multiple selections
      • Toggle – A button to indicate acceptance or preference
      • Paragraph Text – Expands as users type, similar to Single Text
      • Phone – Supports international phone numbers (letters and numbers, but no special characters)
      • Number – Accepts only numerical values, automatically inserting commas every three digits

      Adding Fields to the Form

      After selecting a field type, simply drag and drop it into the desired position within the Employee profile form. You can then customize it using the field settings outlined in the previous section.

       Note: Lookup fields cannot be added in Form Builder Lite.

      4. Managing Permissions

       Important: As permissions control access to potentially sensitive data, we strongly recommend consulting your Account Manager before making changes to permission settings.

      To control who can view, create, or edit an Employee profile or specific fields, configure the Permissions settings.

      Accessing Permissions

      1. Click on the Permissions button in the top-right corner above the form
      2. Adjust permissions for the Form Entity (i.e., the Employee profile as a whole)

      Permission Scope Options

      Permissions can be set for the following actions:

      • READ – View an Employee profile or specific fields
      • CREATE – Create a new Employee profile or fill out a field for the first time
      • UPDATE – Modify an existing Employee profile or field

      Assigning Permissions to User Groups

      Permissions can be assigned to:

      • ALL USERS – All users visible in the People app, except themselves and their direct reports (and their reports’ direct reports)
      • DIRECT REPORTS – Only direct reports (employees reporting directly to the user, plus their direct reports)
      • USER RECORDS – Only the user's own records

      Configuring Field-Level Permissions

      After setting permissions for the overall Form Entity, you can apply permissions to individual fields:

      1. Go to the Field tab
      2. Adjust permissions by adding or removing access for each scope and role

      5. Modifying Employee Form Settings

      To further customize the Employee form, click on the Settings button in the top-right corner. Here, you can:

      • Change Display Icon – Modify the icon representing the form
      • Edit Visibility Configuration- add form to People App Menu or on Dashboard
      • Allow Import – Enable importing data records via the Import Tool
      • Allow Audit – Record changes to the form in the audit log
      • Allow Notes & Documents – Enable the addition of notes and documents
      • Allow Attachments – Enable attachment fields in the form

      • Enable Essentials Section – Add a virtual Essentials section to Employee records

      Note: Employee Settings are pre-configured for optimal form functionality. If you need to make changes, please consult your Account Manager for guidance.