Customizing Screens in Human Resources Administration
Many screens in Human Resources Administration have secondary tabs, a completely
customizable region where you can enter and maintain any local data fields. Customization, while not complex, requires some knowledge of the database and should therefore be performed by the Jenzabar coordinator at your institution.
To customize the secondary region of a screen:
1. Access the screen you want to customize.
2. From the menu bar, select File, and then Preferences, and then Customize. The Custom region for the screen appears. Note that this region, while in the process of being changed, is called Custom; when it is changed and in use, it displays the label from the pop-up window that displays when you click Tab Name.
3. Select Add. The Add Custom Data Wizard begins, displaying the first window that will guide you through the process of adding fields to the tab.
4. Does the screen you are customizing contain information from more than one record?
• If yes, a list of the records appears; select the record that contains the field you want to add, and then click Next. The Wizard window changes to display a list of fields on the selected record.
• If no, (the screen you are customizing contains information from only one record), the Wizard window contains a list of fields on the record associated with the screen. Go to step 5.
5. Select the field you want to add to the secondary tab, scrolling through the grid as required, and then click Next. Depending on whether the selected field is updatable or display-only, and whether it is a character, date, or money field, the prompts on the next Wizard screen enable you to display or capture the new field appropriately.
6. Using the prompts to guide you, select the appropriate control type, and then click Next.
Depending on the control you selected, the Wizard window changes so you can specify the appropriate information. For example, if you specified a combo box control type, you must specify the table and the fields from the table you want to use in the combo box. The last step of the Wizard process is to define the label you want to associate with the field. After you specify the label, click Finish. The Wizard window disappears.
7. Using your mouse to drag and drop, place the field and its label as desired.
8. Click Close. The system prompts you about saving your changes.
9. Click Yes to save your changes.
Note: You can use local tables as the source of values for dropdown lookups on the secondary tab, but you cannot enter data into local records using this feature.
See also:
Secondary Tabs in Human Resources Administration Adding Text to Customized Screens
Removing Fields and Labels from Customized Screens Editing Labels on Customized Screens
Setting Navigation Sequences on Customized Screens Renaming Tabs and Frames on Customized Screens
Adding Text to Customized Screens
In addition to adding fields and labels, you can add text to the secondary tab of any screen. The text can label groups of fields, prompt users about how fields should be completed, and provide other useful information.
To add text:
1. Access the screen you want to customize.
2. From the menu bar, select File, and then Preferences, and then Customize. The Custom region for the screen appears. Note that this region, while in the process of being changed, is called Custom; when it is changed and in use, it is the secondary tab of the screen.
3. Select Add Info Text. The system displays a dialog box that enables you to change the text appearance, adds a white text box to the secondary tab, and places the cursor in the text box.
4. Type the text you want to display on the secondary tab. If your text exceeds the size of the text box, click and drag the lines defining the box to resize it. If your text occupies less space than the size of the text box, you can click and drag the lines defining the box to make it smaller.
5. Click and drag to move the text box to the desired location in the secondary tab.
6. Using the option buttons and checkboxes on the popup box, define your text appearance as desired (bold, italics, and alignment), and then click OK.
7. Click Close. The system prompts you about saving your changes.
8. Click Yes to save your changes.
See also:
Customizing Screens in Human Resources Administration Removing Fields and Labels from Customized Screens Editing Labels on Customized Screens
Setting Navigation Sequences on Customized Screens Renaming Tabs and Frames on Customized Screens Removing Fields and Labels from Customized Screens
To delete a field/label combination from a secondary tab:
1. Access the screen from which you want to delete the field and label.
2. From the menu bar, select File, and then Preferences, and then Customize. The Custom region for the screen appears. Note that this region, while in the process of being changed, is called Custom; when it is changed and in use, it is the secondary tab of the screen.
3. Click on the field (not the label) you want to delete.
4. Select Remove. The field and its label disappear from the secondary tab.
5. Click Close. The system prompts you about saving your changes.
6. Click Yes to save your changes.
See also:
Customizing Screens in Human Resources Administration Adding Text to Customized Screens
Editing Labels on Customized Screens
Setting Navigation Sequences on Customized Screens Renaming Tabs and Frames on Customized Screens Editing Labels on Customized Screens
The Add Custom Data wizard enables you to define the labels for custom fields while you are adding them. However, to change a label after you have added the field:
1. Access the screen on which you want to change the label.
2. From the menu bar, select File, and then Preferences, and then Customize. The Custom region for the screen appears. Note that this region, while in the process of being changed, is called Custom; when it is changed and in use, it is the secondary tab of the screen.
3. Click on the label (not the field) you want to change.
4. Select Edit Label. The system places the label in a text box you can edit.
5. Change the label as desired, and then press <Enter>. The text box disappears and the label reflects your changes.
6. Click Close. The system prompts you about saving your changes.
7. Click Yes to save your changes.
See also:
Customizing Screens in Human Resources Administration Adding Text to Customized Screens
Removing Fields and Labels from Customized Screens Setting Navigation Sequences on Customized Screens Renaming Tabs and Frames on Customized Screens Setting Navigation Sequences on Customized Screens
All HR screens have built-in navigation using the <Tab> key. By pressing <Tab>, you advance from one field to another. On most HR screens, the navigation is from top to bottom within a column, moving among the columns from left to right.
You can control the way Human Resources navigates through the fields on a secondary region, either across rows or down columns. To control the navigation sequences on secondary regions:
1. Access the screen on which you want to set the navigation sequence.
2. From the menu bar, select File, and then Preferences, and then Customize. The Custom region for the screen appears. Note that this region, while in the process of being changed, is called Custom; when it is changed and in use, it is labeled in accordance with the values that appear when you click Tab Name on the Custom region.
3. Select Set Order. The system displays the following buttons:
On each of these buttons, the sequence is numbered. For example, on the Row/Col button, the numbers 1, 2, and 3 appear on the top row, indicating that the navigation sequence
4. Click the button that indicates the navigation path you prefer. The buttons disappear after you make your selection.
5. Click Close. The system prompts you about saving your changes.
6. Click Yes to save your changes.
See also:
Customizing Screens in Human Resources Administration Adding Text to Customized Screens
Removing Fields and Labels from Customized Screens Editing Labels on Customized Screens
Renaming Tabs and Frames on Customized Screens Renaming Tabs and Frames on Customized Screens
As delivered, the HR secondary tabs are labeled “Secondary, and the frame that displays on the tab is labeled “Custom Information. To change these generic label names to something more descriptive for your institution:
1. Access the screen on which you want to change the labels.
2. From the menu bar, select File, and then Preferences, and then Customize. The Custom region for the screen appears.
3. Select Tab Name. The system displays a pop-up window with two fields: Tab Name and Frame Name.
4. Enter the labels you want for the tab and the frame, and then click Close. Your changes become part of the screen when you exit the Custom window and save your changes.
See also:
Customizing Screens in Human Resources Administration Adding Text to Customized Screens
Removing Fields and Labels from Customized Screens Editing Labels on Customized Screens
Setting Navigation Sequences on Customized Screens