Custom menu items

The Master administrator can use the Create Custom Menu page to add new menu items to the existing menu for HRMS Employee Self Service. The menu items can include:

• Links to websites, such as an application for tracking the employee's time
• Links to files, such as the company handbook

When you add a new menu item, it appears at the bottom of the list of menu items under the top-level menu item you select.

After you add, edit, or delete a menu item and provide view access to the menu item, the updated menu displays the next time someone in a role to access the updated menu logs onto HRMS Employee Self Service on a computer or on a mobile device. For example, if you add a menu item to the Manager menu, the next time a manager logs on, they see the new menu item in their Manager menu.

Tip: You can add web links and file links for employees as menu items under My Menus.

Before you begin

• Create any custom web links that you want to use
• Create any custom file links that you want to use

To add a custom menu item

1. Log on to HRMS Employee Self Service as the Master user.
2. On the Administrator menu, select Custom Content > Create Custom Menu.

3. On the Create Custom Menu page, click to expand the top-level menu item in the menu to which you want to add your custom menu item, and then select My Menus.

   Example: To add a custom menu item to the Manager menu, click Manager to expand that section, and then highlight My Menus.

   Tip: You can click the Expand All check box to expand all of the menus.

4. Click New.

   Note: The New button is disabled if no custom web links or custom file links were set up.

5. Enter information about the menu item you are adding:

   1. For Menu Name, type the text to display for the new menu item, such as Company Handbook. (Keep the name short so it does not wrap to a second line.)
   2. For Navigate to, select the name of the custom web link or file link. The list displays the names of all the files and web links that you created and uploaded to the server.

   3. For Target window, select where you want to display the item:

      • Within the Employee Self Service frame
      • In a new browser window.

      If you select Within ESS Frame, the graphic for the menu item is the same as the graphic displayed for the top-level menu you selected in step 3.

   4. For Display Instructions and Related Links, if you selected to display the item within the ESS frame:

      • Select Yes if you want the Instructions and Links sections to display.
      • Otherwise, select No.

      (This item is not available if you choose to display the item in a new browser window.)

6. Click Save.

   The new menu item appears as the last item below My Menus in the section you selected in step 3.

   Note: New custom menu items are always added to the end of the list. If you want to change the order of items, you must first delete the items and then re-add them in the new order.

To remove a custom menu item

If you add a custom menu item in the wrong place in the menu, remove it and then add it to the correct location.

1. On the Create Custom Menu page, click to highlight the menu item under My Menus that you want to remove.
2. Click Delete.
3. Click Save to save the menu structure without that item.

To set up access for the custom menu items

Initially the page access for a custom menu item is set to No Access. You must change it to another access to be displayed in the appropriate menu.

1. On the System Administrator menu, select System Settings > Employer Setup.
2. Select Enterprise or the employer that controls the page settings.
3. On the Page Setup tab, locate the menu item that you added under Custom.
4. In the Access column for that menu item, select the desired access from the drop-down list.
5. Repeat steps 3 and 4 for all custom menu items that you added.
6. Click Save to save the access settings for the menu items.