You have to be a supervisor to alter the “Extra information” Window.
In any employee record card click setup on the menu at the top to the window.
Select “types” and click OK to continue
Now select the top section from the “select section” list (this is the name given to your employees)
Now select item 6 (Extra Info) from the “type to set up” list In the master list click the “new” button (the one with the blank sheet)
Now type the name of the new information you want to store in the yellow edit text box that appears. The category you have just created can be just a check box or by selecting the options below it can have any combination of start date, end date and two reference codes.
You can also make the entry optional e.g. Visa – You would either enter the visa information or click NA if the employee was a British Citizen. Each entry can be made critical to employment – in which case all selected combinations of start date, end date and reference codes will be checked for being valid prior to employment. In this case if you have a reference code selected, then there must be an entry – otherwise the information is considered incomplete and the check indicates a failure.
If you want a start date to be checked for “my info”, and have an optional reference: Create “my info” with a start date and make it critical. Create a separate entry for the optional reference e.g. “my info optional” and don’t check the always critical box for this entry If you want to be critical only for a specific requested skill – click on the link button and check any appropriate skill.
Once you have created the new entries you want, you can add an extra tab by creating an entry with a “-“ character in front of the name. This will appear as the tab name without the “-“. Now click on the selections tab and drag the (new) items you require from the right hand list to the position on the selected list where you want them displayed.
Click OK.