Records navigation

Kellie Oxley Updated by Kellie Oxley

Records navigation

The Records option you will see on the side navigation bar within Advanced HR:

Replaces the old Database option you would have previously accessed from the side navigation bar:

Selecting the new Records option from the side navigation menu presents the same options you will have had selecting Database previously:

Find Window

Accessing any of those options within Database would have presented you with a page as follows, which was referred to as the Find window:

Selecting Records option from the side navigation now presents that page, listing the records, in our newly refreshed user interface with a few improvements too:

  1. The page header has been made clearer with few buttons and simplified text, this will also remain fixed to the top of the page and wont scroll with the find window results.
  2. Laptop screen resolutions are now better supported.
  3. Navigation buttons have been simplified, prioritising important functions.
  4. The Filters option was previously accessed by clicking More..>Filters >Filter, there is now a Filters button for direct access. The below shows the "before" and "after" states to demonstrate how this is now significantly simpler to filter the results:
    1. The number of filters applied is also displayed in the button label, as demonstrated below, indicating that 2 filter conditions are currently applied to the resulting records displayed:
    2. Selecting Filters opens in a new flyout drawer display with filter options:
  5. The Actions button replaces the Report/Utility button. Allowing you to quickly select the utility you want to run from this new dropdown list:
    1. The utility or report selected will be filtered using the same filter applied to the find window, there will be no need to select individual rows within the find window anymore.
    Only users with the permitted reports and utilities will be displayed in the list
  6. To have previously changed the Sort Order, you will have accessed via More..>Filters > Sort Order this has now been promoted to become a separate dropdown list labelled Change layout, allowing you to quickly choose the screen layout you need:
  7. A new Data table has been implemented providing a better user experience:
    1. Records can still be accessed by clicking the hyperlink in the first column of each row
    2. The inline Actions menu allows you to Copy or Delete a record
    3. Sorting of records is now run on the entire set of records, previously only the on-screen records were sorted
    4. Data is collected for the records displayed upon loading - hence the first page load may take slightly longer
    5. Subsequent navigating back to a previously loaded page will therefore be significantly faster than before
  8. When accessing any history screens within Employee records, we have now introduced a summary screen:

We have also made some key changes to the employee details screen which you can view here Employee details and added a new feature Page designer to allow administrators to modify screens and columns without the need to have to go into System Manager, you can view the specific detail here Page Designer. This new feature significantly simplifies how you are able to customise the display to meet your needs.

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