Related topics

Remove Customizations

Change the Order of Items on a Menu

Add a Submenu to a Menu

Custom Details enables you to add submenus to the standard menus.

Submenus do not appear in the Organizer or on the Security Group page. In these locations, items that are placed in a submenu will appear together in the location normally occupied by the submenu.

To Add a Submenu

  1. Select Setup >  System > Customize Menu. The Customize Menu page opens.
  2. From the Product field drop-down list, select a product.
  3. From the Activity field drop-down list, select an activity.
  4. From the Submenu field drop-down list, select All. All the submenus defined for the menu appear in the list on the right.
  5. Click Add. The Customize Submenu dialog box opens.
  6. In the Submenu field, enter a name.
  7. Enter a message in the Status Bar Message field. This message will display in the Status Bar at the bottom of the Sage HRMS page whenever you move the mouse pointer over the submenu in the main menu. If you enter nothing, the status bar message will default to the name of the submenu.
  8. Click OK to save your changes.
  9. You can now add items to the submenu.
  10. When done, click OK.
  11. Select Yes to rebuild your system files.

Click here for an example.

To Add an Item to a Submenu

  1. Select Setup > System > Customize Menu. The Customize Menu page opens.
  2. From the Product field drop-down list, select a product.
  3. From the Activity field drop-down list, select an activity.
  4. If you are adding an action or a report group to a submenu, select All from the Action or the Group drop-down list.
  5. From the list box on the right, select the item you want to add to the submenu and click More. A dialog box opens.
  6. From the Submenu drop-down list, select the submenu.
  7. Click OK to save your changes.
  8. When done adding items, click OK.
  9. Select Yes to rebuild your system files.

Click here for an example.

To Delete an Item from a Submenu

Note: You are only deleting the item from the menu, not from the program.

  1. Select Setup > System > Customize Menu. The Customize Menu page opens.
  2. From the Product field drop-down list, select a product.
  3. From the Activity field drop-down list, select an activity. If you are editing an action or report submenu, select All from the Actions or Group drop-down list.
  4. From the Submenu drop-down list, select the submenu you want to edit.
  5. Select the item and click Delete. Confirm the deletion.
  6. Select Yes to rebuild your system files.

Note: When you delete an item from a submenu, you are removing it from both the submenu and from Sage HRMS. If you merely want to move the item from the submenu without deleting it, use the steps described in the preceding section, To Add an Existing Task to a Submenu, but select nothing (blank) for the submenu.

Click here for an example.

To Delete a Submenu

  1. Select Setup > System > Customize Menu. The Customize Menu page opens.
  2. From the Product field drop-down list, select a product.
  3. From the Activity field drop-down list, select an activity.
  4. If you are working with action or reports, select All from the Actions or Group drop-down list.
  5. From the Submenu drop-down list, select All. The submenus are displayed on the right.
  6. Select the submenu and click Delete. Confirm the deletion.

    Note: When you delete a submenu, the items in the submenu are not deleted. They are returned to the main menu.

  7. Click OK to save your changes.
  8. Select Yes to rebuild your system files.

Click here for an example.