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Getting Started in Time and Attendance and Staffing and Scheduling

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Structure Terminology

The following outlines the different structure level terminology used throughout the online help. The structure levels that are available depend on the record being accessed.

When first using the system, please familiarize yourself with the structure options available. The icons displayed depend on the access Role assigned to each user. Not all of the structure levels are used for every record.

The section options available in the system are displayed as buttons in the tool bar at the top of the viewing screen. Lower structure levels must be accessed through the section icon. For example, to access scheduling configuration screens, first select the Configuration section icon so that the Scheduling card is displayed.

The cards group together screens relating to similar functionality or applications. For example, the Time and Attendance card displays icons to access the configuration screens used in the Time and Attendance application.

The screens are displayed as icons to access configuration tables, information screens, or action screens within the system. Click on the icon to open the screen.

Within each screen may be page options to Search, Edit, List (Filter), or Add records. Some screens (for example the employee screens) may display existing records in a grid format without conducting a search.

The records display the specific information details. A screen may have multiple records. The records are usually displayed as either folder icons or in a grid format (as in the employee screens).

Some of the more complex records have record section buttons, which are used to group related information within the record. For example, within a Position record, there are section buttons to view General information, Factors, and Licenses relating to the specific position record.

Some record sections have tab options, used to arrange related information to make it easier to find. For example, in the employee General section, there is a General tab, an Indicators tab, a Parameters tab, a Classifications tab, a Login tab and an Audits tab.

The fields display the individual bits of information used throughout the system.