Employee Section

The Employee Section icon opens a screen to customize the colors of the Section and Action buttons displayed in the left pane when an employee record is open. This feature can be used to highlight or color-code certain buttons to make them easier to find.

The system defaults are set up on the Actions section> System Settings card> Employee Section screen. All users initially have these default settings. Authorized users are allowed to change their own settings in the Preferences section> My Preferences card> Employee Section screen.

System defaults can also be set for action and section buttons to display together in the Employee Favorites section. This section makes it easy to find those buttons used most often.

For more information on the screens available for set up, click on the following links:

Below are two examples of color-coding of buttons. User color settings can be as elaborate or as simple as desired.

Click on the Reset All Users button to reset the preferences values for all users back to the system defaults. These default values are set up on the System Preferences card and will replace the user values set up on the related screen in the My Preferences card.

Click on the Reset Users button to set the preference values back to those set up on the System Preferences card for selected employees. The Employee Search screen is displayed to search for and select one or more employees to reset.

When user preferences are reset, the values set up by the user for a screen in the My Preferences card are replaced with the values set up on the related screen in the System Preferences card.

After selecting the Reset Users button, the following Actions are available for searching and resetting records:

The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.

Note: The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under Preferences section>My Preferences card>Search screen>Mode tab. The Advanced/Basic buttons only display on screens with Advanced search capabilities.

The Cancel Reset button cancels the reset process to change preference values to the System Preferences. The preferences set up by users on the My Preferences card are left intact.

Changes the values for the selected employee(s) to the system default values. This action is available after the results are listed for the Reset Users search.

Check to the box to the left of each employee name to select it, then click on the Reset Selected button.

The default values set up in the System Preferences screen will now appear in the related fields in the Employee Preferences screen.

General	Opens a screen to select whether each section in the left pane is expanded (section buttons visible) or collapsed (section buttons hidden) when the user opens the first employee record.
Actions	Opens a screen to select the text color and background color of the Employee Actions buttons and to determine whether each button will be moved to the Employee Favorites section (yes/no).
Sections	Opens a screen to select the text color and background color of the Employee Sections buttons and to determine whether each button will be moved to the Employee Favorites section (yes/no).