Evolution Payroll – Navigating Evolution Payroll

02 Jan Evolution Payroll – Navigating Evolution Payroll

Posted at 08:38h in Evolution Payroll, Training by

Navigate within Evolution Payroll using buttons, symbols, or by clicking within the fields themselves.  When adding information, press the TAB key to advance to each of the applicable fields in the order in which they should be completed.  When tabbing, the next screen will open when the TAB key is pressed in the last field on the screen.

Client and Company Selector

 
Select the client and company from the dropdown menus in the upper right corner of the screen to view company-specific information.

To navigate to the topic and screens desired from the Dashboard, users can

  • click the Menus, or
  • click the Tile titles.

 

Dashboard 10012018.png

The Employee Menu

 
After clicking the Employee menu, click the active button (the button that is not grayed-out) in the Header to access the additional menu items within the Employee menu.

Example: the following screen opens when the user clicks the Employees menu. This is the Table View. Click the active button to access the Form View, which lists the menu items within the Employee menu.

Table view.png

Employee view.png

Tables

 
Several screens in Evolution Payroll are formatted as tables, which come with their own unique navigating functionality.

The first screen to open in the Employees menu is displayed in table format:

There are several additional tools that can be used when navigating with tables.

Filtering – if a column header has a filter    symbol next to the name click to open a filter box. Enter criteria to filter the results displayed on the screen when searching for specific data.

Filtering.png

The filter symbol remains white to let the viewer see that the filter is being used.

Sorting – similar to Excel, data can be sorted from high-to-low or low-to-high by clicking the column header.  This can be done with alpha as well as numerical data.

Column Re-ordering – click and drag the column heading to re-order the data – for example, click and drag the Zip Code column to view in a different order:

Column switch.png

Hot Keys

 
A series of Hot Keys have been developed to enable quicker navigation. There are several key combinations that perform the same function with different results, depending upon the menu the user is in. The table below identifies the Keyboard Hot Keys currently available.

Keyboard Key/s Description
Press the ALT key + N Add new employee / Add new payroll
Press the CTRL key + S Save employee / Save payroll
Press the CTRL key + E Export grid to Excel (this only works in Grid view)
Press ALT + Insert Insert / add a record (row) into a table (instead of clicking the Add button.)
Press ALT + Delete Delete record (row) from a table (instead of clicking
the Delete button.)
Press the ALT key + the Right Arrow key Scroll right to next employee record or check line
Press the ALT key + the Left Arrow key Scroll left to previous employee record or check line

New Terminology

 
There is new terminology used throughout Evolution Payroll that warrants introduction. The table below explains the new terminology that you will see in this document as well as in the application.

Name Example Description
Menu Bar Menu bar.png Colored blocks on the left-hand side of the screens that correspond to a menu. Click the menus to be brought to the main screen of the menu selected.
Menu Items Menu items.png Within some of the menus (Company and Employee) there is a sub-menu on the left side of the screen with menu items that pertain to the topics of those menu items. Our example is from the Employees menu.
Sections Flyout tabs.png Many of the screens in the application are divided into sections. Sections have headings that separate the information pertaining to the sections.
Flyout tabs Sections.png There are two types of tabs you will see in the application: Those at the far right-hand side of the screen, and those along the top of the screen. The instructions within this guide will be explicit to direct you to the right tab.

As always, we are here to walk you through this or any other process you need help with. You can reach out to us toll free at (866) 757-8111 Monday-Thursday from 8:00AM-5:00PM and Fridays 8:00AM-4:30PM Central Standard Time.

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