APM User Interface
This manual will guide you through the Adonis Personnel Manager user interface, its main sections, and basic functionalities. By following the guidelines, you will be well on way to navigating the application with confidence.
Quick Access Toolbar
The Quick Access Toolbar provides access to frequently used commands:
You can customize the toolbar and personalize it with the commands that you use most often. For this, follow the steps below:
Click the arrow on the top panel. In the menu, select Customize Quick Access Toolbar…
-or-
Navigate to the View ribbon tab and, in the Toolbars group, click Customize Quick Access.
This opens the Quick Access Toolbar Customization dialog:Select a command and move it to the right-hand side column. Click OK to save the changes.
Additionally, you can choose to display the Quick Access Toolbar below the ribbon bar:
Select the Show Quick Access Toolbar below the Ribbon checkbox.
Click OK to confirm the action.
Main Menu
To access a set of actions that can be applied to your grid data such as printing or exporting to various file formats, click the Main Menu button:
Additionally, the Main Menu enables you to select the interface language and view the current user’s profile.
To print the currently open document, select Print on the main menu and set the print options as described below.
Print Options
Selecting Print on the main menu gives you instant access to the print options:
First, select a printer from the available printer list.
In the Settings group, set the page range to be printed:
Print All Pages prints the whole document.
Print Current Page prints the page that is currently displayed in the Preview pane.
Custom prints the range of pages specified in the Pages field.
If multiple Copies are defined for printing, you may need to specify the page order of the document:
Collate prints the pages subsequently.
Uncollated prints the pages grouped by page numbers.
Select the orientation of the paper:
Landscape Orientation
Portrait Orientation
Select the paper size for printing from the available options: Letter, A2, A3, A4, A5, B4, B5.
For more print options, click Page Setup and define page properties accordingly:
Once all the print options are set up, you can preview the document pages one by one. A scroll bar is available to the right of the previewed page. In addition, at the top of the page preview, you can see the applied margin sizes (left, top, right, bottom, header, footer); at the bottom of the page preview – the total number of pages in the document, number of the currently previewed page, paper size and document status.
To convert a currently selected grid to various file formats, navigate to Export on the main menu and select the file format that fits your preferences:
HTML
XML
XLS
XLSX
PDF
Text
On selecting the file format, define the directory for storing the converted document.
Profile View enables you to access the contact information of the current APM user. The displayed data is fetched from Adonis Control Center:
Additionally, you can:
Upload your photo to personalize your login name in APM.
Add your signature image that will automatically appear in certain reports later.
Select the Link LoginID to Current Windows user option to enable the single sign on authentication. When enabled, it allows logging into the APM application without even entrering the credentials, as the system uses the currently logged-in Windows user for authentication.
To open the recently accessed APM functionality:
Select Open Recent on the main menu
Choose the desired functionality from the following options:
Crew List
Commands (Modules, Datagroups)
Documents (Reports)
As a result, the Recently Accessed list of functionalities will be displayed. Select the desired item from the list to open it.
You can switch between various localization languages of APM interface. Simply navigate to Select Language on the main menu:
The preferred interface language is English. Other languages may be added upon customers' requests.
About Adonis provides an overview of the Adonis HR solution, including its features and capabilities:
Status Bar
The Status bar displays a crew member's name and position whose data you are currently processing:
Additionally, it shows the name of the crew list view, the total number of crew members in the current crew list, and the number of records selected.
Ribbon Bar
In APM, the ribbon bar is organized as a set of tabs under which the features are categorized. Each tab contains groups of related commands. The following tabs are available on the ribbon: Modules, Datagroups, Reports, Payroll, View, Tools, Setup, Service Desk.
Please note when you use certain tools located on the ribbon tabs, a contextual ribbon tab then appears. This tab displays tools relevant to the context of the selected tool and closes automatically when you exit the tool.
To view the ribbon options:
At the top-right corner, click the Ribbon Display Options icon. This opens a set of ribbon-specific options:
Choose an option for the ribbon:
Auto-hide Ribbon hides the ribbon for the best view of the workspace.
Show tabs shows only the ribbon tabs, so you see more of your workspace, and you can still quickly switch among the tabs.
Show Tabs and Commands keeps all the tabs and commands on the ribbon visible all the time.
Collapse/Expand Ribbon
By default, the ribbon bar is shown all the time. You can customize the view to fit your preferences:
To collapse a ribbon bar for a better view of your workspace, at the bottom-right corner of the ribbon, click the Collapse the Ribbon icon.
To expand a ribbon bar, just click any ribbon tab.
To pin the ribbon bar and make it visible above the workspace, at the bottom-right corner of the ribbon, click the Pin the Ribbon icon.
To search for a specific command in the application:
Click the Command Search icon at the top-right corner of the toolbar.
In the search field, enter a search value. Once found, double-click the command to access and start using it.
You can customize the ribbon bar to suit your needs by:
Regrouping application features and commands
Hiding or showing ribbon tabs
Adding or removing ribbon tabs and groups
To access the features for ribbon customization:
Navigate to the View ribbon tab.
Click Customize Ribbon to view and modify the available options.
When the Ribbon Customization dialog appears, you can manage the data by moving items between the columns:
The data in the columns is organized in a logical hierarchy: Tab Name > Group Name > Commands. Both columns contain the same set of data, with distinct purposes: the left-hand column represents data for processing, while the right-hand column reflects the output ribbon view.
Regrouping
To rearrange the commands within certain groups, proceed as described below:
Expand the tree view in the left side column and select the group with commands to be affected.
In the right-hand column, select the tab under which the selected group should be organized.
Click the right-pointing arrow located between the columns to move the group.
As a result, the selected group appears under the corresponding tab in the right-hand column. Newly added groups are marked with “(Custom)”:
Once finished, click OK to apply the changes and view them on the ribbon bar.
Adding Tabs
To add a tab to the ribbon bar, open the Ribbon Customization dialog and follow the steps below:
In the left side column, select the tab to be affected.
In the right side column, select the tab after which you want to add the tab.
Click the right-pointing arrow located between the columns to move the tab.
As a result, the selected tab appears under the corresponding tab in the right-hand column. Newly added tabs are marked with “(Custom)”:
Once finished, click OK to apply the changes and view them on the ribbon bar.
Renaming Tabs
To modify a tab name, open the Ribbon Customization dialog and follow the steps below:
In the right side column, select the tab to be renamed.
Click Rename… at the bottom of the right column. Clicking the button opens the Rename dialog:
In the dialog, enter a preferred name and click OK.
Custom tabs, groups, and commands can also be renamed.
Hiding/Showing Ribbon Tabs
To hide or show a tab on the ribbon bar, open the Ribbon Customization dialog and follow the steps below:
In the right-hand column, select or clear a checkbox next to the tab name to be affected.
Click OK to apply the changes and view them on the ribbon bar.
By default, all tabs are preselected and, therefore, available on the ribbon.
Caption Buttons
Caption buttons are located on the rightmost corner of the application window:
Minimize. Click this button to minimize the application window to the Windows Taskbar.
Maximize. Click this button to maximize the application window to the full-screen size.
Close. Click this button to exit the application.
Workspace
Workspace is an arear, often presented as a grid, where module- or datagroup-specific tasks can be completed. This section provides detailed instructions on how to change the layout which directly affects the grid view.
You can store various workspaces for future reference.
To save an active workspace:
Navigate to the View ribbon tab and click Workspaces.
On the Workspaces menu, select Save current workspace… This opens the Save Workspace dialog:
In the Save Workspace dialog:
Select the workspace to be allocated for the active workspace.
In the Description field, enter a name for the workspace.
Click OK to save the changes.
The defined workspace then appears on the Workspaces menu:
This ensures that the saved workspace is preserved even after closing the application, allowing you to easily access and reuse it in the future.
Set Columns Order
You can reorganize grid columns by rearranging them into a different order from their original layout.
Select a column by clicking its header.
Hold down the left mouse button and drag the cursor to the column before which you want to place the selected column.
Drop the selected column when an insertion pointer appears.
Sort Column
You can sort column records using one of the following methods:
Right-click the header of the column in which you want to sort records. In the context menu, select the sorting order: Sort Ascending or Sort Descending.
Simply сlick a column header. Each click makes the switch between ascending and descending orders. Next to the column header, there appears an arrow up or an arrow down indicating ascending and descending sort orders, accordingly.
To revert to the order of the initial records in the column, select the Clear Sorting option from the context menu.
Filter Columns
You can filter records to view only the data that you want to be displayed in a column.
Hover the mouse cursor over the header of the column in which you want to filter records.
Click the filter icon to the right of the column header.
In the drop-down list, check the option by which to filter the column records.
Another way for filtering records:
Switch to the Layout ribbon tab and click Filter Row in the Grid group. This makes the filter bar appear at the top of the crew list grid.
Select the column in which you want to filter records and enter the filtering criteria.
If the specified criterion does not contain the exact match, filtering will not return any results.
Additionally, you can establish compound criteria for filtering:
Select the (Custom…) option from the drop-down list to make the Custom Filter dialog appear:
Select the filtering criteria from the drop-down lists and combine them using the AND/OR operators.
Click OK to proceed.
Setting criteria for filtering is case-sensitive.
As a result, you will get the list of records meeting the preset criteria. The criteria for filtering appear at the bottom of the workspace.
To clear filtering, select the (All) option from the drop-down list.
For more information on how to perform conditional filtering, see the Filter Records section.
Set Columns Width
You can adjust the column width which is up to your needs. There are two ways to expand or reduce the column width:
Set the column width to automatically fit the content.
Adjust the width of a single column manually.
The applied column width is preserved even after closing the application.
To autofit, follow the steps below:
Right-click the header of the column you want to resize:
From the context menu, select the Best Fit option to autofit the current column or Best Fit (all columns) to make all the grid columns fit the content width.
To manually change the width of a single column:
Select the column that you want to change.
Drag the boundary of the selected column header.
Group by Column
You can group the grid records by a column header to create a more compact view of the grid. To activate the feature, use one of the methods:
Switch to the Layout ribbon tab and click Group by Box button in the Grid group.
Right-click the column header by which to group the records and select the Group by Box option:
Right-click anywhere in the crew list grid and select Grouping and Sorting > Group by Box.
Now, drag the selected column header to the area appearing above the crew list grid.
Additionally, there is another way you can use to access the feature:
Right-click the column header by which you want to group records.
Select the Group By This Field option.
As a result, the grid records appear as combined into groups:
To collapse or expand the grid records one by one, click or accordingly.
To collapse or expand all the grid records, use one of the tips below:
Click Collapse All or Expand All in the Organize group on the ribbon bar.
Right-click the area next to the column header by which the grouping has been performed and select Full Expand or Full Collapse:
To revert to the standard grid layout, select the Clear Grouping command from the context menu or click the Reset button on the ribbon.
You can manipulate the crew list position. By default, the crew list fits the width of the application window. To relocate the crew list, click the Dock button in the View group and select the desired position:
Dock to Left
Dock to Right
Dock to Bottom
Dock to Top
As a result, the crew list takes the view of a panel located on the selected border:
Besides, you can fix the Crew List panel on the border and make it displayed as a tab. This feature is useful if you work with various modules simultaneously. To do this, click in the upper right corner of the panel:
To hide or show the panel, simply hover the mouse over the Crew List tab.