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Several template forms can be found in the Public Shared Reports Library>Custom Form Templates section. Click here for a list of available downloadable forms.
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- Report Name - Will be what users see when they select the form to use for printing
- Description - Will be visible in the Reports Manager grid (optional)
- Tag - A user defined way to categorize reports. Can be utilized to filter records within the grid (optional)
- Entity Type - Select the Entity type that corresponds with the Form that is being added
- Payee - CheckPaymentDetail
- Payroll Direct Deposits - PaymentDetailPayrollDirectDeposit
- Payroll Checks - PaymentDetailPayrollCheck
- Salary Notices - NewContract
- Filename - Click Select Form and select the custom form file from your computer
Click on 
to Save the Form or Cancel to exit. Once saved, the custom form will show in the Reports Manager grid.
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If non-Admin user need to use this form for printing, use the share icon |
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Adding the Memo line
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to Custom Forms
To add the Memo line on Custom Forms, use ${(o.memo)!}
Crosswalk of Direct Deposit Notification XML
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