Creating your HR Salary Update Action Item Template
- Create an Action Item Template for your Salary Updates and name it accordingly.
- Add two Header Fields. For the first header field, use "Employee Name" for both the Name and Label and select "Dropdown - Fiddletree - Authorized Employee" for the type. For the second header field, use "Effective Date" for both the Name and Label and select "Date" for the type. Then check the "Required?" box on the right for both fields.
- Name your next section by typing in the box at the bottom and hit the blue "Add New Item Group" button. Then open the new Item Group and add four items through the blue "Add Item button".
- Item #1 should have "Position Code" as its Item Prompt and "Dropdown" as its response type. Item #2 should have "Reason for salary increase off normal track" as its Item Prompt and "Multiline Text" for its Response Type. Item #3 should have "New Salary Amount/Hrly Amt" as its Item Prompt and "Single Line Text" for its Response Type. Item #4 should have "Approval Notes" as its Item Prompt and "Multiline Text" for its Response type. Additionally, use the icon under Advanced Options to check the "Required" box for Items #2 and #3.
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