Navigate UKG Like a Pro: A Step-by-Step Guide for HR Directors & Administrators

Introduction

This tutorial is designed to help HR directors and administrators navigate the Scissortail HCM system with confidence. By following the steps outlined here, you will learn how to utilize various features such as menus, filters, views, and search options to streamline your workflow. Mastering these tools will enhance your efficiency and allow you to use the system like a pro.

Step 1: Understand the Menu Navigation

• Familiarize yourself with the main menu layout.
• Use the back arrow to return to previous screens easily.
• Explore the page listing feature to see all available options on a single screen.

Step 2: Utilize Filters and Views

• Access filters to narrow down your search results effectively.
• Save custom views for frequently accessed data to save time.
• Experiment with different filter combinations to find the best fit for your needs.

Step 3: Make Use of the Action Dots

• Look for action dots next to entries for quick access to additional options.
• Click on the dots to reveal actions such as edit, delete, or view details.
• Use this feature to manage records efficiently without navigating away from the current page.

Step 4: Leverage the Search Bar

• Use the search bar at the top of the screen to find specific employees or data quickly.
• Enter keywords or phrases related to the information you are looking for.
• Utilize advanced search options if available to refine your results further.

Step 5: Edit Tabs for Quick Modifications

• Access the edit tabs feature to make changes directly within a record.
• Ensure that you save any changes before exiting the tab.
• Double-check for any validation messages to confirm successful updates.

Step 6: Jump to Menu for Quick Access

• Use the jump to menu feature to navigate directly to specific modules.
• Familiarize yourself with the shortcuts to minimize navigation time.
• Keep a list of frequently used modules for quicker access.

Step 7: Utilize Widgets for Customization

• Explore the widget options available on your dashboard.
• Customize your widgets to display the most relevant information at a glance.
• Rearrange widgets to optimize your workspace according to your preferences.

Conclusion

In this guide, you have learned essential navigation techniques for the Scissortail HCM system, including menu navigation, filtering data, using action dots, and more. By implementing these strategies, you can improve your efficiency and effectively manage HR tasks. To further enhance your skills, consider exploring additional features of the system or participating in training sessions. Happy navigating!