Using Favourites

The Favourites area is used to organise commonly used functions into folders for ease of access. For example, there may be a particular set of reports which must be produced at the end of every month. You can create a folder for monthly reports, then place shortcuts to the entire set of required reports. With a double-click of the mouse the record is instantly accessible.

Favourites can also include shortcuts to websites, payroll framework elements, employee files and other objects. Each payroll user can customise their own favourite shortcuts independently of other users.

ClosedAdding a Favourites Folder:

It is a good idea to group favourite items in folders.

  1. Select Favourite Folders from the navigator.
  2. Click the Add New Folder icon at the top of the Navigator window.
  3. Enter the name of the new folder in the pop-up window.
  4. Click OK. You can now add items to the selected folder as required.
ClosedRenaming a Favourites Folder:
  1. On the Navigator select Favourites Folders.
  2. Select the folder to rename.
  3. Right click on the folder name.
  4. Select Properties from the menu.
  5. In the pop-up properties window, enter the new folder name.
  6. Click OK to save.
ClosedAdding items to Favourites

Many items can be added, including reports, employees, web addresses and items from the payroll framework.

Adding a report to Favourites:

  1. Open the Report Explorer and select the required report.
  2. Drag the report name into the required Favourites Folder.
    A shortcut will be created within the selected folder.
  3. To run the report, simply double click it.

Add an employee to Favourites:

  1. Open the Employee File .
  2. Click on the Employee name at the top of the tree, and drag it over to the required Favourites Folder.
  3. Release the mouse over the required folder to add the employee.

Add a web page to Favourites:

  1. Type the web address into the address field on the desktop toolbar.
  2. Click on the address, then drag it to the required folder.
  3. Release the mouse to add it to the folder.

Add a Payroll Framework item:

  1. Open the relevant file in Payroll Framework.
  2. Select any element in the left hand pane and drag it over to the required Favourites Folder.
  3. Release the mouse button.
ClosedRemove a Favourite item/folder
  1. In the Navigator, select the item or folder that you want to remove
  2. Click the Delete Selected Item button (with a red X) on the Navigator toolbar
  3. Click Yes on the removal confirmation message.