This is done from the Reports/Report Manager view, using the Create Forms button:
Enter in the Report Name that will be visible to users when they select the Form they want to use
Enter in the Description of the form
Enter in a Tag - A Tag is basically a user-definable way to categorize reports. Its only meaning is derived from what it means to a particular user. So maybe a user would setup categories for "Year End", "Quarter" or "Employee" or "Payroll" for example.
Select the Entity Type from the drop down box
- Payee - CheckPaymentDetail
- Payroll Direct Deposits - PaymentDetailPayrollDirectDeposit
- Payroll Checks - PaymentDetailPayrollCheck
Click on to select the Filename of the form to import
Click on to Save the Form or Cancel to exit
**Optional** - You may need to Share the report definition with specified roles for non-Admin users to utilize this new definition.
Choose the Roles and click on Save
Now when you (or the user) clicks the Payroll Processing/Email Notices button on the Payroll Detail view, or the Print Payment Checks and Direct Deposit button on the Payroll Payments view, you will have a choice when printing Direct Deposits labeled Direct Deposit Form.
Example of how to customize templates:
Example of a generic **Notification Of Direct Deposit** - To copy this form, click directDepositTemplate.docx
Example of a customized DD Template.docx
Example of a Custom DD notice:
Crosswalk of Direct Deposit Notification
The tokens need to be entered exactly how they are listed below. The Property names are case-sensitive.