Use the back arrows displayed beside the menu title to quickly return to your previous menu. The navigation is tracked from the moment of logging into the Welcome menu.

Go to Top of Page

You may hide the options shown in the Menu panel to make additional viewing room on your current menu.

▪Click on the double arrows.

.

When the Menu descriptions are hidden, you may click on the icons to expand each menu. In the example below, the Schedule icon was clicked. A menu to the right opens. Click on the option you wish to open.

To view the Menu descriptions again for a hidden menu, simply click on the double arrows.

Go to Top of Page

Many menus have a divider bar that may be moved either up or down or side to side to change the  size of each menu section. Please see examples below of the horizontal movement to re-size the sections of the Welcome and Time Card menus.

▪Click and hold on the grey divider bar to drag it up or down.

▪Position the divider bar the first time you log in. The  system will keep your settings until you move it again.

Please see example below of the vertical movement to re-size the sections of the Daily Schedule menu.

Go to Top of Page

The filter icon (funnel) is generally located in the tool bar for each menu (schedule filter shown below). When the filter has been set the icon will be blue. Click on the icon to select your filtering options.

Drop-down Filter

These are used to allow a selection from drop-down list.

In the example below the filter is set to filter by the department 11001 and 11005. To delete a selection, click on the X.

▪Click on the Add Filter plus symbol (+).

▪From the Filter drop-down list select your filter criteria (Class below).

▪On the right side, from the drop-down list, select the applicable options by ticking the box beside each one.

▪Repeat the above process until the filtering is complete.

▪Click Apply to save.

▪Selections can be removed from the window by clicking on the X.

▪To delete a filter row, click on the trash can.

▪To restore your filter after making changes, click Reset. The window will return to the filter setup that was there when the window was opened.

On/Off Filter

This type of filter is mostly used for system Requests which are processed using options such as Reviewed, Approved or Denied etc.  

When a status is ticked (enabled), it will be included in the filter selection.

▪Click on the filter icon (funnel) to open the filter options. The options will appear just under the tool bar.

▪Click Apply to save the settings.

There are slight differences in the filters shown below. Using these filters will customize what is displayed based on your need.

Go to Top of Page

The grouping icon (three blocks)  is located on the tool bar of most main menus. Click on the icon to select your grouping criteria.

▪Click on the drop-down arrows to make your selection(s). In most cases up to three levels of grouping can be configured.

▪Click on Apply to save.

In this example we have grouped by department. The group header information includes the department name and how many employees are in this group.

On/Off Grouping

Click on the grouping icon and the grouping options will appear just below the tool bar. Click in the check box to select how the lines should be grouped.

The menu will refresh with the data grouped. The group header will include the number of employees within each group. To expand a group, click the arrow. To collapse, click the arrow again.

Go to Top of Page