Navigating Inside the Application

Application Layout

The application consists of the following elements:

1. WFM menu within the navigation tree

2. Active screen of a particular feature

3. The User Profile button

4. The Documentation icon.

Using the Navigation Tree

The navigation tree contains all applications and their modules that a user has permission to access. Workforce Management modules are listed in the WFM section of the menu.

Click on the module name within the navigation tree to expand it. Then click on a submodule name to display the screen.

The module that is expanded is highlighted in bold and is marked with an arrow pointing down. The name of the currently displayed submodule is highlighted in bold font. The modules that are not expanded are marked with an arrow pointing to the right.

The navigation tree can be dragged and minimized as required.

The icons representing modules will still be displayed. Hover the mouse pointer over the icons to view the available submodules. Then click on a submodule to switch to a new module.

Using the User Menu

Click on the User Profile button in the bottom left corner to display additional options:

• User profile – redirects the user to the User Profile section in User Management

• Log out – logs the current user out of the application

Accessing the Documentation

Documentation is available on the web. The help.eleveo.com site can be accessed at any time directly from within the application. A documentation icon is visible in the top right corner of every screen of Eleveo WFM.

Hover the mouse pointer over the icon. Then click the Go to Documentation button:

The documentation will open in a new browser window. Select Eleveo Workforce Management, then navigate to Eleveo WFM (cloud version).