Related topics

About Custom Details

Remove Customization

Tips: Designing Multi-Record Pages

Tips: Designing Custom Pages and Fields

Design a Custom Page

When designing a custom page, you can add your own custom fields as well as add existing fields from Sage HRMS databases. You can also create custom code tables and reference them on your custom pages.

Note: You must define any custom code tables you want to use before you design or use your custom pages.

After designing your custom pages, you must give users access to them by updating the group security information.

  1. Select Setup > System > Design Custom Details The Design Custom Details dialog box opens.
  2. From the Detail Type drop-down list, select Employee. Sage HRMS automatically displays a list of existing custom pages.
  3. Click Add. The Create a New Custom Detail dialog box opens.
    1. In the Detail Name field, enter a unique name for the page.
    2. For Multi-Record, click Yes to design a multi-record page or click No to design a single-record page.
    3. For Multi-Page, click Yes to design a page with multiple tabs or click No to design a page with no tabs.

      4. Note: Multi-Page is available only if you have Custom Details installed on your system.

    4. For Total Pages, enter the number of tabs up to a maximum of five. This field enabled only if you selected Multi-Page.
    5. Click OK to save your changes.
  4. A blank page opens with the page name and any tabs you may have selected.
  5. To change the default titles on the tabs, click the Properties button and select Single page or Multi-Page. Then:
    1. Click the Page Properties tab.
    2. Select the total number of pages (tabs) for the page you are creating.
    3. Enter titles for each tab or keep the defaults, such as Page 1, Page 2, and so forth.
    4. Click OK. Your new custom page displays and shows all the tabs and their titles.
  6. On the blank page, move your mouse pointer up and down (or press the Tab key) to show the field locations. The field locations are arranged in two columns.
  7. Click the location where you want to add a field. The Define a Custom Field window opens.
  8. Select to add a Sage HRMS main employee field or a custom field. The fields in the Select a Field list change accordingly.
    • To add a Sage HRMS field, click Main Employee Fields. The Select a Field list contains all the fields in HRPERSNL.
    • To add a custom field, click Employee Custom Fields. The Select a Field list contains all the fields in HRTKPERS. Note that if you are designing a multi-record page, the list only displays the custom fields in the page’s unique database (TKMULXXX).
  9. Choose a field from the list and click OK to display the field on the page.

    Note: If job code validation is enabled, when you select job code as a field to add to the page, the job code will be used. If job code validation is disabled, when you select job code as a field to add to the page, the job title will be used.

  10. Continue adding fields as necessary.
  11. When done, click Apply to save your changes and remain on the page, or click OK to save your changes and close the page.

Click here to see an example.