Moving around in a page

A page contains several items into which you enter data or select from a list. When you work inside a page, you move from item to item to enter information. When you highlight the item, you can enter information into it. The following table lists some ways to move around in a page.

Items to use to move around a page

 

Use Result

Tab

Move forward from an item to the next item on the page (left to right and top to bottom).

Shift + Tab

Move from an item to the previous item on the page (right to left and bottom to top).

↓ ↑ → ←

Move the selection cursor from item to item or within an item .

Mouse

Place the selection cursor in an item or text box.

Using tabs

Many pages contain two or more tabs. Each tab contains different items. For example, the Demographics page contains several tabs, including:

  • Address and Phone tab that contains the employee’s address, phone numbers, and email addresses.
  • Personal tab that contains the employee’s personal information, such as their name, birth date, marital status, and gender.
  • Photo tab that contains the employee’s photograph.

To move to another tab, either:

  • Click the tab label. For example, click the Personal tab label to view the Personal tab.
  • Press (the Right Arrow key) on your keyboard to move to the next tab or (the Left Arrow key) to move to the previous tab.

Selecting from a drop-down list

A drop-down list lets you select one item from a list of several items. The following figures show examples of a closed and open drop-down list.

The following table lists the actions used to open and select items from a drop-down list. Make sure you highlight the drop-down list on which you want to work before you perform the following actions.

Key and mouse actions

 

Action Result

Press the spacebar on your keyboard.

Open an unopened list or close an opened list.

Type the first letter of the item, or press or to find the item.

Select the item.

Using your mouse, click the arrow on the right side of the drop-down list.

Open the list.

Using your mouse, click the item in an open list.

Select the item.

Using your mouse, click outside the open list.

Close the list.

Entering text in a text box

You can type text in a text box. There is a limit to the number of characters you can type, which is defined in the Data Dictionary. The following figures show empty and filled text boxes.

Note: If you are using the add-on import/export application (Sage HRMS Link) to export your data to ADP PC/Exchange, be aware that some fields can accommodate more characters than ADP can accommodate. For a description of these fields, see your Sage HRMS Link manual.

The following table describes the actions to use to enter or delete information in a text box.

Key and mouse actions

 

Action Result

Type characters up to the maximum for that item.

Enter information in a blank text box.

Click and drag the mouse over the characters to highlight; then type new characters up to the maximum for that item.

Replace information in a text box.

Click and drag the mouse over the characters to highlight and press Delete.

Delete all characters in a text box.

Place the cursor to the left of the character to delete and press Delete.

Delete one character in a text box.

Place the cursor to the right of the insertion point and type.

Insert characters in a text box.

Entering a date in a text box

Entering a date in a text box is a bit different from entering text in a text box. A date always contains the month, day, and year. Therefore, the slashes between the month and day are automatically included.

To enter the date, either:

  • Type the date: First highlight the box. Then type two digits for the month, two digits for the day, and four digits for the year. For example, typed 02012020 for February 1, 2020.
  • Use the calendar: Click the right mouse button to display the calendar, then click a date on the calendar. The current date is circled in red. The selected date is highlighted in gray.

    To move to the previous or next month, click the arrows in the top left or top right of the calendar—or click on the month to display a list all months within the year, then select the month from the list.

    To move to the previous or next year, click the year and use the arrows to move to the year.

    To return to the current day, click Today at the bottom of the calendar.

    If needed, click OK to close the calendar. The date you selected appears in the date text box

The following figure shows a date text box and the calendar.

To change an existing date, right-click the text box to display the calendar, or highlight the date and either:

  • Type the new date
  • Click + or - to increase or decrease the date.

Closing and resizing pages

To close a page, click (the Close icon) in the top right-hand corner of the page.

If you made changes, the program asks whether you want to save your changes.

  • Click Yes to save your changes and close the page.
  • Click No to close the page without saving your changes.

To enlarge a page, click the Maximize icon in the top right-hand corner of the title bar. If the page is already maximized, you can reduce its size by clicking the Restore icon.