Customizing Menus and Toolbars

The customization features of Custom Details are used to customize the Sage HRMS navigation pane, main menu, and toolbars:

Navigation Pane: You can remove tasks or change the order of the tasks and processes that appear on your left navigation pane.
Employee or Training Toolbar: You can add buttons for your custom pages to the Employee or Training Toolbar (for a maximum of 9 total buttons on the toolbar). You can also delete or change the toolbar buttons.
Quick Launch Toolbar: You can add buttons to the toolbar, enabling you to launch external programs, just like Microsoft Office programs can be launched. You can add or delete programs associated with the buttons, change program icons and delete buttons altogether to further customize the toolbar.
Sage HRMS synchronizes the navigation pane to match what you add or remove from menus.
Note: The main menu provides access to the Actions, Rules, Processes, Analysis, Reports, and Details menus below. When you start Sage HRMS, the main menu is hidden. See Using the Main Menu for steps to show the menu.
Actions: You can add your custom actions to the menu or create a submenu for them. You can also delete actions which you do not use.
Rules, Processes, and Analysis: You can delete rules, processes and analyses. You can change the order of items on any menu. You can also create submenus and add borders to separate menu items.
Reports : You can add new report groups containing reports created in SAP Crystal Reports. You can also delete reports or report groups; change the order of items on any menu, create submenus and add borders to separate menu items.
Details : You can add your custom pages to the Details menu. You can also delete pages; change the order of items on the menu, create submenus and add borders to separate menu items.

Steps to Customize your Sage HRMS Menus and Toolbars

Note: If you are using Sage HRMS on a network, make sure all other users log out of Sage HRMS before you begin customizing the Sage HRMS menu. When you have completed your customizations and rebuilt system files, other users can log back on.

Use the system process Customize Menu to make your customizations to the menus and toolbars.
Note: When you delete an item from a menu, such as a page, process or rule, you are only removing it from the menu; the item itself and any associated data remains intact in Sage HRMS and can be restored at any time. Additionally, Sage HRMS automatically synchronizes the navigation pane to match your changes.
When finished, you must rebuild system files in order for the changes (your customizations) to take effect.
After the Rebuild System Files process is complete, you are returned to the Logon page. Log on to the database you customized (either sample data or live data) and you will see the customizations you have created.