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Configuring Menus and Pages

In Employee Center, access to information and workflows is provided by pages, such as expenses or timesheets.

It is possible that some of the pages and features of Employee Center will be not needed by the users in your organization. You can restrict access to each page in Employee Center globally, or you can control the access of specified employee groups to the necessary subset of pages, which simplifies their experience and prevents unnecessary records from being generated.

Page Groups

Areas of related functionality are collected together in page groups, such as Finance & Purchasing and Scheduling. Features commonly needed by employees are grouped under My Self Service, while manager capabilities are collected under Manager Self Service. Page groups can be turned on or off at the company level. This will normally be done once, when your Manage solution is first set up.

If desired, you can also define your own page groups, according to your own criteria, and assign specific Employee Center pages to those groups. This can be configured at the profile level, so that different user groups can have different experiences if desired.

Menus

Menus present the list of Employee Center pages and control the ordering of pages within the page group.

Understanding Page Group, Page, and Menu Control Relationships

Page groups are the high level grouping that represent Employee Center. My Self-Service and Finance and Purchasing are examples of page groups. EWA pages are the individual Employee Center pages. Pages belong to page groups and their access is controlled through the page group to which they belong.

Menu controls are what enable access to a page for a particular profile. For example, if you had a Managers profile the access to pages for this profile would be different from a General User profile.

The following tables provide examples of page groups, pages, and menu controls.

EWA Page Group

Code Description Icon Active
(If yes, Select the Active check box to set the global access to a Page Group.)		 Order
EMPTOOLS Employee Tools <notepad> Yes  1
REQ_PUR Purchase Requests <shopcart> Yes 2

EWA Page

Code Standard Description Caption Active
(If yes, Select the Active check box to set the global access to a page. The default option is that Active is selected.)
EMPTOOLS My Profile My Profile Yes
EMPTOOLS My Timesheets Time Entry Yes
REQUESTS Purchase Requests Purchase Requests Yes
REQUESTS Payment Requests Payment Requests Yes

EWA Menu Control 

Profile Page Group Page Active
(If yes, Select the Active check box to set the access to a page for a particular profile.)		 Order
Secretary Employee Tools My Profile No 1
Secretary Employee Tools My Timesheets No 2
Secretary Request and Purchasing Purchase Requests Yes 3
Secretary Request and Purchasing Payment Requests Yes 4
Manager Employee Tools My Profile Yes 1
Manager Employee Tools My Timesheets Yes 2
Manager Request and Purchasing Purchase Requests No 3
Manager Request and Purchasing Payment Requests No 4
Manager Manager Tools My Attendance Approvals Yes 5

In the EWA Menu Control example in the table above:

Users in the Secretary profile will see the following page groups and pages:

  • Page Group:<> Requests and Purchasing
    • Purchase Request
    • Payment Requests

Users in the Manager profile will see the following page groups and pages:

  • Page Group: < >Employee Tools
    • My Profile
    • My Timesheets
  • Page Group: < >Manager Tools
    • My Attendance Approvals

notes:

  • If no pages are active within a page group for a profile, then the page group is not visible. For example, the Secretary profile does not have an active page for the Manager Tools page group, so the page group does not display on the Main Menu.
  • The same page group does not have to have the same pages for each profile. For example, Employee Tools for Secretary and for Manager can be two different sets of pages.

Creating Your Own or Modifying Existing Page Groups

Creating Your Own or Modifying Existing Page Groups

You can have up to six page groups if you want to create custom ones.

  1. From the EWA Page Group card, on the Ribbon, click New to create a page group.
    A new EWA Page Group card opens.

  1. In the Code field, enter a unique identifier for the page group.
  2. In the Description field, provide a description for this group.
  3. To display this page group on Employee Center, add the Active checkmark.
  4. In the Order text box, type the number corresponding to the order in which you want this group to display on the main menu.
  5. Click OK to close the Page Group card.
  6. The page group is added to the list.
  7. Click Close.

note: You can also make changes to the page group (the group description, image, order, or Active status for a page) from within the Page Group card.  

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