Customising the 'Actuals: Inserting a Shift' Form

In this section you will customise the Actuals: Inserting a Shift form.

1. Move to the first cell in Employee View Details.
2. Double-click the empty Start cell for Mon.

   

   The Select Shifts list appears.

3. Press Esc.

   The Actuals: Inserting a Shift form appears.

4. Right-click the Details tab page to see the menu.
5. Click Customise fields to see the Customise box.

   You can add or remove fields from the tab page by selecting or deselecting the check boxes in the Customise box. You will add a field for Department.

6. In the Customise box, click the Department check box.

   The Department field appears on the form and now you can position it.

7. Drag-and-drop the Department field to the space above the Reason field.

   After you position the field on the tab page, you can align it.

   While holding down the Ctrl key, click the following fields in the Customise box to select them:

   • Shift
   • Reason
   • Duration
   • Department.

   Now the Align and Link commands are active.

8. In the Customise box, click Align.

   PayGlobal left-aligns the boxes for these fields.

   Now you will move Department up the tab order in the Customise box so it is between Shift and Reason.

9. In the Customise box, click Department to select it.
10. In the Customise box | Groups (tab order) header, click the Up arrow until Department is between Shift and Reason.

11. In the Customise box, click Close.

Resize the 'Actuals: Inserting a Shift' Form

You can easily change the shape of a form, but its fields will remain in their original position.

1. Place your cursor on an edge or a corner of the Actuals: Inserting a Shift form.

   Your cursor changes into a double-headed arrow.

2. Hold down your left mouse button and drag the form to change its shape and size.

   Note: If you make permanent changes to the Actuals: Inserting a Shift form, you need to repeat them for the Actuals: Editing a TimeBand form.

3. Press Esc to return to Daily View.

Topic: 13534