PR Module Preferences window: User-Defined Fields tab

PayrollCS > Payroll > Options menu > PR Module Preferences window > PR Module Preferences window: User-Defined Fields tab

PR Add or Edit User-Defined Fields window

Use the options on this tab to set up customized fields that you can add to employee records in the PR Employee Management window to track additional information. Only the User-Defined fields (UDFs) you enter here appear on the User-Defined tab in Employee Management. UDFs are available for filtering or sorting some reports. Once you use a UDF and post the transaction, you can only delete the UDF after you purge any history that contains it.

UDF

Double-click a field in this column to open the Lookup and select the UDF you want to add to the grid. The order you add them here is the order they’ll appear on the User-Defined tab in Employee Management. UDFs must be added in the PR Add or Edit User-Defined Fields window before you can select them here.

Type

This column is read-only and displays the type of UDF you selected.

Lookup/Code

This column is read-only and displays whether or not this UDF has a Lookup/Code. If this field is checked, the UDF will be available as a Lookup in certain windows. To access the UDF Code and define it, select Options > Set Up User-Defined Codes > <UDF Code> from the navigation pane.

Size

This field is read-only and displays the maximum text length you can enter in the UDF.

Add or Edit User-Defined Fields

Select this button to open the PR Add or Edit User-Defined Fields window where you can set up user-defined fields.