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Admin Tools: Wizard

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Assignment Wizard

 

The Assignment wizard appears when the Action menu option Assign New is selected in the Order section or Employee section. By default, there are three screens within the Assignment wizard: Add Assignment, Deduction Tracking, and Assignment Schedule. Each of these wizard screens have configuration properties in Admin Tools.

Assignment Wizard configuration properties
Admin Tools location: System category: Wizard
Wizard screen category: Assignment
Screens: AssignmentAdd
EquipmentDedutionTracking
Assignment_ScheduleWizard
Where the settings are reflected... Assignment Wizard when Assign New is selected in the Order section or Employee section.
 
 
To modify the wizard:
  1. Select a screen that is included in the wizard.

  2. In the Shared By group box in the lower-right, you can share or unshare (display or hide) the screen by clicking the corresponding checkbox for each.

  3. To alter the order in which the screen appears in the wizard, click in the Entry Order column for a branch, change value as desired (1 means it will display first, 2 will be second screen, and so on). Remember to tab out of the field as you make modifications.

  4. Click Save once you have finished.

  5. Repeat these steps for any other screens to modify.

  6. To see the changes in the actual wizard, you must refresh settings. Click the Preferences button (red ball) in the upper-left corner of the application window, choose View, then select Refresh Settings.

 
 
Email Profile Wizard
 
 

The Email Profile wizard appears when the Action menu option Email Profile is selected when on the Start Page. There are two screens available within the Email Profile wizard: Email Profile and Share Profile. Each of these wizard screens have configuration properties in Admin Tools. You can choose to display both screens, or one or the other.

Email Profile Wizard configuration properties
Admin Tools Location: System category: Wizard
Wizard screen category: EmailProfile
Screens: Email Profile Add
Share Email Profile
Default values: Email Profile Add is visible by default, Share Email Profile tab is hidden by default.
Where the settings are reflected... Email Profile Wizard when Email Profile is selected from the Actions menu on the Start Page.
 
 

To modify the wizard:
  1. Select a screen that is included in the wizard.

  2. In the Shared By group box in the lower-right, you can share or unshare (display or hide) the screen by clicking the corresponding checkbox for each.

  3. To alter the order in which the screen appears in the wizard, click in the Entry Order column for a branch, change value as desired (1 means it will display first, 2 will be second screen, and so on). Remember to tab out of the field as you make modifications.

  4. Click Save once you have finished.

  5. Repeat these steps for any other screens to modify.

  6. To see the changes in the actual wizard, you must refresh settings. Click the Preferences button (red ball) in the upper-left corner of the application window, choose View, then select Refresh Settings.

 
 
Repeat Assignment Wizard
 
 

The Repeat Assignment wizard appears when the Repeat Assignment button is selected for an assignment displayed on the Assignments tab on the Scheduler (Order sections). By default, there are three screens within the Assignment wizard: Add Assignment, Deduction Tracking, and Assignment Schedule. Each of these wizard screens have configuration properties in Admin Tools.

Repeat Assignment wizard configuration properties
Admin Tools location: System category: Wizard
Wizard screen category: RepeatAssignment
Screens: Repeat Assignment Add
Repeat Assignment Schedule
Where the settings are reflected... Repeat Assignment Wizard when the Repeat Assignment button is selected for an assignment displayed on the Assignments tab on the Scheduler (Order section).
 
 
To modify the wizard:
  1. Select a screen that is included in the wizard.

  2. In the Shared By group box in the lower-right, you can share or unshare (display or hide) the screen by clicking the corresponding checkbox for each.

  3. To alter the order in which the screen appears in the wizard, click in the Entry Order column for a branch, change value as desired (1 means it will display first, 2 will be second screen, and so on). Remember to tab out of the field as you make modifications.

  4. Click Save once you have finished.

  5. Repeat these steps for any other screens to modify.

  6. To see the changes in the actual wizard, you must refresh settings. Click the Preferences button (red ball) in the upper-left corner of the application window, choose View, then select Refresh Settings.

 
Employee Wizard
 
 
The Employee Wizard appears on the Employee section under the new New Employee button, Wizard Option. There are fourteen screens on the New Employee Wizard:
  1. Add Employee

  2. Skill

  3. Past Job

  4. Certification

  5. Education

  6. Test

  7. Employment Category/Date

  8. Interview

  9. Requirement

  10. Extra

  11. Tax

  12. EEO

  13. User Type

  14. Criminal History

Each of these wizard screens have configuration properties in Admin Tools.

New Employee Wizard configuration properties
Admin Tools Location System: Wizard
Wizard screen category: Employee
Screens Employee: Add; Past Job; Skill; Certification; Education; Test; Date;
Interview; Requirement; Extra; Tax; EEO; User; Criminal History;
Where the settings are reflected... New Employee Wizard button once Wizard Entry is selected
 
 

To modify the wizard:

  1. Select a screen that is included in the wizard.

  2. In the Shared By group by box in the lower-right, you can share or unshare (display or hide) the screen by clicking the corresponding checkbox for each.

  3. To alter the order in which the screen appears in the wizard, click in the Entry Order column for a branch, change value as desired (1 means it will display first, 2 will display second, and so on). Remember to tab off of the field as you make modifications.

  4. Click Save once you have finished.

  5. Repeat these steps for any other screens to modify.

  6. To see the changes in the actual wizard, you must refresh settings. Click the Preferences button (red ball) in the upper-left corner of the application window, choose View, then select Refresh Settings.


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