Customize the Details Menu

Custom Details enables you to customize the Details menu. You can:

Add custom pages you have created to the Details menu.
Delete pages from the Details menu.
Change the order of the pages on the Details menu.
Place pages in a submenu on the Details menu.

Note: When you add or delete pages from the menu, Sage HRMS automatically synchronizes the navigation pane to match your menu changes.

To Add a Custom Page to the Menu

Select System > Customize Menu.
From the Product field drop-down list, select a product.
In the Activity field drop-down list, select Details.
Click Add. The Customize Details dialog box opens.
From the Details drop-down list, select the custom page you want to add to the Details menu.

Note: If you are adding a page to Sage HRMS or Sage HRMS Train, only employee custom pages appear in the Details drop-down list. If you want to add a button for the page to the Details toolbar, see Customize the Details Toolbar

Click OK to save your changes and close the dialog box.
Select Yes to rebuild your system files.

Click here to see an example.

To Delete a Page from the Menu

Select System > Processes > Customize Menu.
From the Product field drop-down list, select a product.
In the Activity field drop-down list, select Details.
Select the page you want to delete and click Delete. Confirm the deletion.

Note: When you delete a page, you only remove it from the menu. The page will still appear in any actions that include it as a step.

Click OK to save your changes and close the dialog box.
Select Yes to rebuild your system files.