Sage HRMS allows you to customize which groups, subgroups, and tasks display on the navigation pane. By default, Sage HRMS lists tasks on the navigation pane in alphabetical order under each Tasks and Processes menu; however, you can choose the order in which tasks display for groups and subgroups. This is useful if you use some tasks more frequently than others and want them to display at the top of the list.
- Select Setup > System > Processes > Customize Navigation Pane.
- Select the group that you want to customize in the Group field.
- Select the subgroup that you want to customize in the Subgroup field.
- Review the current list of tasks in the subgroup in the Display on the Navigation Pane field. To change the tasks that display on the navigation pane:
- Select the task and click to remove it and to return it to list of task in the Not on the Navigation Pane field.
- Or, select a task in the Not on the Navigation Pane field then click to add it to the Display on the Navigation Pane field.
- Click to save your changes. To change the tasks for other groups, repeat steps 2-4.
- Alternately, click Reset to reset the list back to the previously saved state.
- Click to save your changes and to close the Customize Navigation Pane dialog box.
- Select Setup > System > Processes > Customize Navigation Pane.
- Select the group for which you want to change the order of tasks in the Group field.
- Select the subgroup for which you want to change the order of tasks in the Subgroup field.
- Review the current order of the tasks for the group or subgroup in the Display on the Navigation Pane field.
- Select the task that you want to move in the Display on the Navigation Pane field.
- Click Move Up or Move Down to move the task up or down on the navigation pane.
- If necessary, click Reset to reset the list back to the previously saved state.
- Click to save your changes. To change the order of tasks in other groups, repeat steps 2-6.
- Click to save your changes and to close the Customize Navigation Pane dialog box.
Main Menu Synchronization
When you customize the navigation pane, Sage HRMS synchronizes the main menu to match the navigation pane. For example, if you remove Skills and Education Reports from the Human Resources subgroup (from the navigation pane, select Reports > Human Resources > Skills and Education Reports), Sage HRMS removes Skills and Education Reports from the main menu (from the main menu, select Reports > HR > Skills and Education Reports). Conversely, if you re-add a task to a subgroup, Sage HRMS re-adds the task to the corresponding location on the main menu.