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HR and Payroll for Business Central

HR and Payroll for Business Central

Signature Pages or Custom Forms Assignments

In this article you will learn how to assign your Custom Forms and Signature Pages to your Reviews.

Written Instructions

From your HR Dashboard click the Employee tile.

Select Custom Form from the dropdown menu.

Click on the ‘+Assign Employee to Documents’ button.

Click on Process Type.

The icon will give an explanation of Custom Forms and Signature Page PDF processes. Click the icon a second time to close the information box.

Click on the dropdown arrow under Process Type and select either Signature Page PDF or Custom Form to be assigned for signature.

Click on the Custom Form drop down arrow and select the Custom Form or Signature Page PDF that you want to send.

In the example below, we have selected Signature Page PDF and we are selecting a PDF Document to attach the Review Summary for the employee Signature.

Click on ‘Save and proceed to Step 2.’

The Assign Employees to Custom Form/PDF Employee List Builder will open.