Cross-Product Features | Overview of work areas

Hello my name is Mike. In this tutorial I’ll give you an overview of work areas and show you how to get started using them.

Start on the Home page.

Highlight the My Team tab, then click it.

A work area is a set of pages that provides everything you need to accomplish a business goal. Let's explore a couple of work areas.

Highlight the work area icons in the Apps section.

Click My Team.

When you open any work area, you see a landing page. Landing pages typically summarize data and let you drill down to more details.

Highlight the record summary area.

Some landing pages, like this one, have filters you can use to find what you're looking for.

Click Show Filters.

Highlight the Filters pane.

Click Direct Reports and Line Manager.

Click Hide Filters.

You can usually select actions to take on specific records, or open the record to see or edit details on another page.

Click the Actions icon.

Let’s take a look at a different work area.

Click the Navigator icon and select My Team > Goals.

On this landing page, we can use the search to find what we need. And also select actions to take on specific records.

In the Search Person field, enter Lorenzo Bellino.

Click Search.

Click the Actions icon and highlight Feedback value.

Now let’s see another work area where you get quick access to a set of related tasks.

Click the Navigator icon and select Me > Time and Absences.

On this landing page, you easily see the key tasks you can do in the work area.

Highlight all the boxes you see on the page.

Highlight the Existing Time Cards box and then click it.

Other than filters and searches, there are other ways for you to get to what you need to work on. I signed in with a specific user role to view the work area with infotiles, which display key information about a set of records.

Click the Navigator icon and select Me > Expenses.

Here you can see records based on the infotile you select.

You can also click links in the infotile to filter the records. For example, you can see the list of items you need to act on.

Highlight the links within the Expense Reports and Expense Items infotiles.

Click the Cash link.

Highlight the record.

Just like we saw with other work areas, here you can also drill down from the landing page to a specific record.

Highlight the first row in the summary table.

Click the date link.

Highlight the Details page.

Click Cancel.

Some pages have tabs on the right, which you can use to perform additional tasks or view reports.

Highlight the panel tabs.

Click the Tasks tab and highlight the links.

Now let’s see a work area, where some pages have tabs on the left, to take us to another page in the same work area. Now you can go find the many other types of work areas to explore.

Click the Navigator icon and select Risk Management > Surveys.

Click the Surveys tab.

Click the Choice Sets tab.

Thanks for watching.