• UI Refresh

User Interface Update

Using the New User Interface

The system will soon be getting a new look and feel. This new look will not effect how tasks are currently performed in the system, but certain options and tools have been moved to other areas of the screen to increase usability of the workspace. This job aid highlights key areas of the system that will be changed with the user interface update.

Title and Menu Bar Changes

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Menu Drawer

Menus are now chosen within a dedicated drawer space. Click on a top menu to open the drawer. Then, click any submenu to either navigate to a new page or open another submenu drawer.

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Start


If you are using the Start widget, access your start widget links quickly at any time by clicking the Start button on the top menu.

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To Do's


The To Do icon on the title bar has moved and changed. Access it to the right of your username.

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Quick Search

The quick search feature now reflects as an icon on the menu bar. Click the icon to expand a text box in which to enter your search value.

Floating Bar Changes

Options that used to appear on a floating bar at the bottom of the screen have been moved to the top of the workspace. Refer to the images below to see where options have been relocated.

Floating Bar Changes

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Previous Screen/Back

The Previous Screen option has been remade into the Back button and moved to the top of the workspace to the left of the screen breadcrumbs.

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Screen Options

Screen specific options, such as Save have been moved to the top right of the workspace.

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Previous/Next Record

Navigation options that allow you to page through records have moved to the upper left of the workspace just below the screen breadcrumbs.

Reporting Screen Changes

Options that used to appear in the Tools menu or the floating bar at the bottom of reporting screens have been moved to the top of the reporting workspace. Refer to the images below to see where options have been relocated.

Reporting Screen Changes

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Report Filter/Global Options

Filtering and global report options such as date settings and employee filtering are still located at the top of the report. However, you can now show/hide these options by clicking the Filter option at the top of the report.

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Settings (other)

Other options, such as Save Settings, that were previously found under the Tools menu can be found by clicking Settings.

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View

The View drop down, which allows you to toggle between saved settings, has moved to the top center of the report screen.

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Export

The Export option has been moved from the Tools menu and the bottom floating bar to the upper right corner of the workspace.

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Select Columns

The Select Columns option accessing through the Tools menu has been moved out onto the report screen in the upper right of the workspace.

Download a PDF

You can also download this information in a .PDF format. You can then print or view this change on demand.

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