Finding Your Way Around
When you log in, you land on the Dashboard. The screen is split into a few simple parts.
The main parts of the screen
- The menu (left side) — your list of features, such as Employees, Payroll and Reports. Click a heading to open it; some headings expand to show more options underneath.
- The top bar — has the menu button (to hide or show the left menu), the search box, and your profile menu on the right.
- The main area (centre) — where the page you chose is shown.
Your profile menu
Click your name or photo at the top-right to open the profile menu. From here you can open Account (your own settings) and Log Out.
The menu at a glance
The menu groups everything by what it is for:
| Menu | What it is for |
|---|---|
| Dashboard | A quick summary of your payroll and staff. |
| Employee | Add and manage staff records. |
| Payroll | Add payments/deductions and run payroll. |
| Report | Print payslips and official forms. |
| Payroll Setup | One-time settings for wages, contributions and rates. |
| Maintenance | Lists such as branches, departments and job titles. |
| Leave | Leave applications, balances and holidays. |
| Claim | Staff expense claims. |
| Request | Other staff requests. |
| Attendance | Working hours, shifts and clock-in devices. |
| Import Data | Bring in information from a spreadsheet. |
| Settings | Roles, permissions and activity history. |
Searching
To find something quickly, use the search box at the top of the page (or press Ctrl + K, or ⌘ K on a Mac). Start typing the name of a page or feature and the system will suggest matches. Click a suggestion to go straight there.
Tables and lists
Most pages show information in a table (rows and columns). On these pages you can usually:
- Search for a particular row using the box above the table.
- Sort the rows by clicking a column heading.
- Choose which columns to show or hide.
- Open a row by clicking it to see or edit the full details.
note
If a button or menu shown in this manual is missing on your screen, you may not have permission for it. Ask your administrator to update your access rights.