Open topic with navigation

Navigation Guide

The system features a sidebar, menus, and upper navigation bar.

Many screens have on-screen instructions, and tool tips are available. Move your mouse's cursor over a button or icon to see a pop-up tip.

• Workflows.  Side bar icons provide shortcuts to workflows. Click an item on the side bar to go to its screen. A Workflow Toggle  button is used to show (>) or hide (<) the side bar.

• Menus.  An upper menu bar provides access to screens. Menus, such as Company or Employee, act as folders containing sets of options. On yourmenu bar, move your cursor over a menu to expand a list of options. Then, click on an optionto go to the screen for that option.Here's how the menu works.

• To expand a different list of menu options, move your cursor to another menu. Then, click on a menu option to go to the screen for that option.

Upper Navigation Bar Icons

• Navigation Bar.  The upper navigation bar has icons to view information about this software, logout, go to the home page, and access the help system. The middle of the navigation bar shows a welcome message and the client and role accessed, next to your name, as it is on file in the system.  

•  About.  To identify the software development company, click on the About icon.  
• Logout.  To log out, click on the Logout icon.  
• Home.  To go to the home screen, click on the Home icon.  
• Help.  To open the help system, click on the Help icon.  
• Search for Employees.  To change the list of employees, go to the navigation bar, click on the button to "Search for a list of new employees," search, select employees, and add to the current list or replace the current list.
• Set Display Fields.  To change the format and sort order of the employee names in the Employee selection list for easier navigation and selection, click on the button to set the display fields, choose your preferred sort order, and apply.
•  Change Roles.  To change roles, go to the navigation bar, click on the button to "Set the current role," and click on the role. To change to an employee self-service role, log out, choose the employee role, and log back in.

Data Entry

• Toolbar.  Many data entry screens have the data entry toolbar with buttons and shortcut keys.