Overview

MyForms enables your organization to capture employee’s local data required to run payroll.

Uses

Users can access and view the following information:

  • Access to employee's local data

  • View record's of employee's local data

  • Edit record's of employee's local data

  • Delete record's of employee's local data

The forms your employee can access depends on your organization’s configuration; this can also deviate per country.

Static forms have basic validation, but not based on employee’s context.

When the payroll engine is euHReka or Calc , the forms can be “smartforms” and will display fields and validate the data online based on the employee’s context.

Note that only selected forms, and only the last record can be deleted.

Composition of a Form

A form (view) is composed of one or multiple sub-forms called segments. Segments can be

·         Unique, like local taxes, where we provide the user one single list of fields.

·         Sequential, like family details, where we provide the user multiple sets of the same list of fields. For the family details, we will have as many sets as there are family members, and for each family member the same fields are presented.

Each segment contains a set of fields. For each  field in a segment, you will receive the following:

·         Field name

·         Field help text

·         Field property (e.g., mandatory, hidden, etc.)

·         Field data type (e.g., string, integer, date, etc.)

Additionally, some restrictions will also be provided like the minimum or maximum length, the maximum number of decimals, etc. For drop down lists, all the possible values with both a technical and a display name will be provided.

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Example Screens

Once the forms screen is built, employees can navigate in the data. Using a carousel like control, employees can navigate to pre-filled forms, with their data. Additionally, from this carousel, employees can enter a new record.

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Operations Guide

You will find operations for the following:

  • Get list of views available for an employee

  • Get a list of historical records and views

  • Get edit view metadata and record value

  • Get the view metadata and record

  • Return view metadata without record

  • Submit the record data of a view

  • Delete a record