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Across the top of the screen is the Sections tool bar with buttons to open various sections within the application. These buttons are visible when the application is open.
In order to access the screens and cards within a section, click on the section button.
Note: The information that is visible for the sections, and also the cards and screens within the sections, is determined by the Authorization Role(s) of the user. Explanations for all options are included in this documentation, but some options may not be available to the current user.
The following Section options may display in the tool bar:
The Home section displays information specific to the logged in user, including messages, schedules, requests, etc. If the user is a supervisor or a controller, additional summary information is available regarding the applicable employees and/or supervisors. |
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The Quick Badge section opens a screen for authorized users to quickly “badge” into the system through the portal. |
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The Employee section contains all the system information on an employee, including demographics, scheduling information, and payroll information. |
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The Configuration section is used to create tables of values used by the system (e.g. assignment codes, activity codes, etc.). These configuration screens allow client flexibility in naming and assigning attributes to these values. |
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The Reports section opens a listing of the reports available within the application. These reports are sorted by Report Groups. |
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The Actions section opens functions the user has access to, including approval of requests, depending upon the user's authorization roles. |
The Preferences section is used to customize the defaults and display options for other screens. The System Preference card contains default viewing options for the system. If authorized, a user can set up override preferences in the My Preferences card. |
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The Help section opens the online help documentation. If a screen is open, the help documentation displayed pertains to the open screen. If a screen is not open, the help pertains to the open section. The online help can also be accessed by clicking on the More button when viewing the field help in the right pane. |
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Click on the Log Out button to log out of the system. |