The folders and windows that you have access to will be displayed in the Navigator on the left side of the window. These options will vary depending on your setup. The opening window displays selected information about your session on the top right area.
The Desktop contains the navigational and user interface components that can be used to interact with the system. The components displayed will vary according to the setup of your system and the security privileges granted to you.
Top Menu
This area displays the list of available Preceda modules. It also shows the Help, Tools, Notification, and Person icons.
Main Menu
This displays a list of folders based on the selected top item. If you have your Navigator Panel collapsed, selecting a top level menu item will cause the panel to expand briefly to allow you to select the Second Level item. The panel will remain visible as long as your mouse is within the panel, and will automatically collapse when you move your mouse away from the panel. You can also expand a collapsed panel by hovering your mouse over the coloured bar at the edge of the window.
Main Window
This special type of toolbar allows the user to quickly find records in the database by entering a code or a description on the tool bar and pressing the Enter key. The search fields are always available on the desktop and the user can easily change search criteria and re-run the search.
This contains rows of information returned by the Search option.
This area is where your selected Module displays the content of your selection (i.e., details for an employee that has been selected).
This is also where you can make a new record, edit an existing record, or delete employee record, depending on the access profile linked to your account.
Once data has been entered and saved, or refreshed, a status message appears on this window.
Messages such as "Payroll in Progress" and " Payrun Header record must exist before timecards can be entered" are also displayed to inform users on the status of a particular screen.
Notifications / Widgets
The To Do List will display any workflow tasks which have been assigned to the user currently logged in. To approve and mark the task as complete, double-click on any of the tasks to review and action them.
This section shows who has a birthday in the next seven days.
The user's profile is displayed here along with a link to edit them (Edit Profile). It also lists leave balances and an option to apply for leave.
If you have your Navigator Panel collapsed, selecting a top level menu item will cause the panel to expand briefly to allow you to select the Second Level item The panel will remain visible as long as your mouse is within the panel, and will automatically collapse when you move your mouse away from the panel. You can also expand a collapsed panel by hovering your mouse over the coloured bar at the edge of the window.
Top Right Items
The question mark icon enables the user to view the Knowledge Base and review information related to the current Preceda version/session/database. It also provides the user the option to contact Preceda's Support Team.
This icon displays a list of Preceda Tools (e.g., Console, Extractor, Report Manager, and Mapper) and an option to update the overall Preceda colour theme (via User Interface).
The Bell icon displays the user's messages, which can be filtered according to source and / or type (e.g., Information/inquiry, extractor, job completion, and alerts).
This icon displays options such as Personalisation (e.g. Hotkeys, My Favourites, and Reset All Panels), Change Password, and Logout.
Please complete the form below to give us feedback. If you need any assistance with this functionality, please contact Preceda Support.
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Version 15.3.01 Preceda Knowledge Base
For feedback and comments, please contact your Systems Administrator or Account Manager. |
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