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.
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.