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Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

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Page 1: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

Sage Abra

Abra SQL HRMS New User InterfaceVersion 10.0

Student Materials

Page 2: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

User Interface Handout

© 2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited 1

Sage Abra SQL HRMS Version 10.0 Navigation Handout

Welcome Page Welcome Page Access to What’s New, Help, PDF Guides, Customer Support, Training, and Product

Feedback.

Welcome to Sage Abra SQL HRMS Links

What’s New Find out what’s new in Sage Abra SQL HRMS

Help Access online Help files for additional software information. You can

also access Help by pressing F1 or clicking the Help button.

PDF Guides Choose from a list of guides that provide specific information on the

application, modules, reports, and procedures

Customer Support Access the Sage Abra Support Web site.

Training Access the Sage Support and Training Web site for the latest training

information and courses to support your needs.

Product Feedback Provide feedback and comments on Sage Abra SQL HRMS

Page 3: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

Sage Abra SQL HRMS Version 10.0

2 ©2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited

Sage Abra SQL HRMS Version 10.0

Navigation Handout Navigation

Navigation Pane Located on the left hand side of the desktop and provides quick and easy access to the major features of the applications and modules.

Menu Bar Refers to the existing Abra top menu (Actions, Processes, Reports, Rules, etc.) Employer Filter Displays the Employer selected. Help Icon Provides access to global Help.

Navigation Pane

Employer Filter

Help

Menu Bar

Page 4: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

User Interface Handout

© 2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited 3

Sage Abra SQL HRMS Version 10.0

Navigation Handout Navigation

Groups The main headings within the navigation pane that display the module or application selected. The Groups are Employees, Time Off, Payroll, Training, Reports, Setup, and System.

Sub-Groups A sub-heading within a Group. Sub-Groups change according to the Group selected. The Employees Group has two Sub-Groups; Tasks and Processes.

Group Title Bar

The name of the Group or module selected in the navigation pane. (e.g. Select Employees Group displays Employees as the Group Title)

Group Title Bar: Employees

Sub-group: Tasks

Sub-group: Processes

Groups: Employees Time Off Payroll Training

Reports

Setup

Page 5: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

Sage Abra SQL HRMS Version 10.0

4 ©2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited

Sage Abra SQL HRMS Version 10.0

Navigation Handout Reports

Reports Access from the Navigation Pane. Report options include selecting Reports > Employees,

Reports > Time Off, Reports > Payroll, or Reports > Training. Title Bar Title for tasks, process, information page, link, process map, displayed in workspace.

Seen below is the Title Bar for Employee and Organization Rpts. Workspace Is the space to the right of the navigation pane. Displays UIs, Report List, Process Maps, etc.

Page 6: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

User Interface Handout

© 2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited 5

Sage Abra SQL HRMS Version 10.0

Navigation Handout Navigation

Setup Group Displays a hyperlink for the code tables. Below is a list of code tables for Employees. Select Setup > Employees and click on a specific code table link to access the code table. Also available are Setup > Time Off, Setup > Payroll, and Setup > Training

Close Icon A Red X closes the current workspace window. Close Icon

Page 7: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

Sage Abra SQL HRMS Version 10.0

6 ©2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited

Sage Abra SQL HRMS Version 10.0

Navigation Handout Process Payroll Map

Process Payroll Map The Process Map shows the workflow associated with processing payroll. Each

flowchart box is a link to the assigned tasks. Click on the flowchart box to access the Payroll Process task.

From the Navigation Pane, select Payroll > Process Payroll

Page 8: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

User Interface Handout

© 2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited 7

Sage Abra SQL HRMS Version 10.0

Navigation Handout Employee Toolbars

Employee Toolbar Access to Employee Information Pages. Select Employees > View/Edit Employee

Quick Launch Toolbar Provides access to the Organizer, installed MS Office applications, and

installed Abra products.

Page 9: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

Sage Abra SQL HRMS Version 10.0

8 ©2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited

Sage Abra SQL HRMS Version 10.0

Navigation Handout Employee Toolbar

Personal Pages Select Employees > View/Edit Employee > Personal

Job and Pay Pages Select Employees > View/Edit Employee > Job and Pay

Benefits Pages Select Employees > View/Edit Employee > Benefits

Time Off Select Employees > View/Edit Employee > Time Off

Page 10: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

User Interface Handout

© 2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited 9

Sage Abra SQL HRMS Version 10.0

Navigation Handout Employee Toolbar

Payroll Select Employees > View/Edit Employee > Payroll

Safety Pages Select Employees > View/Edit Employee > Safety

Career Pages Select Employees > View/Edit Employee > Career

Page 11: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

Sage Abra SQL HRMS Version 10.0

10 ©2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited

Sage Abra SQL HRMS Version 10.0

Navigation Handout Training Toolbar

Personal Select Training > View/Edit Trainee > Personal

Job and Pay Select Training > View/Edit Trainee > Job and Pay

Training Select Training > View/Edit Trainee > Training

Classes Select Training > View/Edit Trainee > Classes

Custom Select Training > View/Edit Trainee > Custom

Page 12: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

User Interface Handout

© 2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited 11

Sage Abra SQL HRMS Version 10.0 Navigation Handout

Employee Find

Employee Find The Find button on the toolbar opens the Employee Find dialog box. You can find an employee by name, ID, or Social Security Numbers. You can also press CTRL + F to open the Employee Find dialog box. 1. Click the Find button.

2. Enter Last Name, First Name, Employee ID, or SSN.

3. Click OK to start the search. The Records Found display. 4. Select desired employee.

Page 13: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

Sage Abra SQL HRMS Version 10.0

12 ©2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited

Sage Abra SQL HRMS Version 10.0

Navigation Handout Employee Find Advanced

1. From the Navigation Pane, select Employees > View/Edit Employee.

The Employee Find Page displays. 2. Click More Options.

The additional options display.

3. Select search criteria from the options.

As you enter in your search criteria, the results display.

Organizational Levels Supervisor Employee Type Salaried/Hourly Job Title State Last Hire Date

Page 14: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

User Interface Handout

© 2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited 13

Sage Abra SQL HRMS Version 10.0

Navigation Handout Shortcut Keys

Using the Edit Keys You can use the standard Windows edit features to cut, copy, and paste selected text.

Press This Edit Function Press This Edit Function Press This Edit Function Ctrl + X Cut Ctrl + V Paste Ctrl + A Select All Ctrl + C Copy Ctrl + F Employee Find

Keyboard Shortcuts You can use the keyboard shortcuts to open pages and move from one page to another.

Press This To Open this Page Press This

To Open this Page Press This To Open this Page

F1 Context Sensitive Help Ctrl + D Demographics Ctrl + S Savings Benefits Ctrl + R Absence Transactions Ctrl + B Dependents and Beneficiaries Ctrl + T Termination Ctrl + E Attendance Summary Ctrl + H HR Status Ctrl + U Custom Details Ctrl + J Current Job Ctrl + I Insurance Benefits Ctrl + M Employee Activity

Ctrl + P Current Pay Ctrl + O Job History Ctrl + 4 ($) Employee Payroll Ctrl + L Leave of Absence Ctrl + Y Transaction History

Page 15: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome

Sage Abra SQL HRMS Version 10.0

14 ©2009 Sage Software, Inc., All rights reserved. Duplication is strictly prohibited

Sage Abra SQL HRMS Version 10.0 Crystal 2008

Toolbar Comparison

Main Menu- Remains the

same

Formatting

Toolbar Remains the

same

Inserting Toolbar

Expert Toolbar Remains the

Same

Navigation Toolbar

Zoom Toolbar

Refresh Stop Page Controls

Insert a Flash Object

Zoom Controls

Page 16: Abra SQL HRMS New User Interface Version 10ftp.bestsoftware.com/lms/ABRA/materials/HO_ABRHR100-A100.pdf · Sage Abra SQL HRMS Version 10.0 Navigation Handout Welcome Page Welcome