Header Options and Menu

Modified on Wed, 28 Jun, 2023 at 5:09 PM

The header is found at the top of each page in the system and includes specific options. Let's take a closer look.

System Header

Header Buttons

Use these items found on the right side of the header to manage your tasks, get help, and provide feedback on the product. Select each + marker in the image to learn more.

Community Help – Need additional help on a topic? Selent this link to navigate to Community.
Help – Select this icon to access System Documentation to find additional product descriptions and details.
My Mailbox – Select the bell icon to navigation to your mailbox to find To Do items, notifications, and more
My Profile – Select your initials to navigate to your profile.

Menu Drawer

The Menu Drawer, often referred to as "Menu" or the "Hamburger Button" is where your whole system lives. Expand the menu to navigate to any page in the system, search, or access account options. Select each + marker to learn more.

Login and Account Options – Select the down arrow to expand the options for your account, including your profile and Sign Out/New windows option
Home – Select the home icon to navigate to your home page.
Pin menu – Select the pin to lock the menu in place so that it remains open as you navigate from screen to screen.
Hide Menu – Select X at any time to collapse the menu.
Search – Type keywords or screen titles here to quickly populate results and navigate directly to your desired screen.
Favorites – This menu area contains all your configured Favorites.
My Account – Menu contains all information relevant to yourself, such as your pay, timesheet, schedule, and personal information.
Team – Menu contains options and information necessary for managing your team.
Admin – Menu contains information and actions related to system configuration.
Expand Menu – Menu items are organized into an expandable and collapsible hierarchy.