Using the online help

This topic explains the different ways you can get help. It also describes the types of information and features you can find in the help, to enable you to understand how to use the system.

Getting context-sensitive help for menu options

Sometimes, when you are using the software, you might get stuck. You might be unsure what a field is for and what you can enter in it, or you might be trying to complete a task but are unsure how to do it.

A lot of the help is integrated or linked to the system’s functionality. This is called context-sensitive help, because the help is for the context — the part of the system you are using and have asked for help about.

For example, if you want help on the definitions or parameters for the Payroll module, on the system desktop, click Payroll. Under Module Setup, position your mouse pointer over Module Definitions and click the right mouse button. The help for Module Definitions is displayed. Therefore, to get context-sensitive help for menu options on the desktop, position your pointer on the option and right-click.

Using the Online Help menu

There are two choices: Contextual Help and How To.

Click Contextual Help to get help on windows, the fields in the windows, and wizards. You can access help topics by using the menu. It’s a table of contents that reflects the structure of the system. When you click an option, the menu expands to reveal more options. Use the menu to navigate to the information you are interested in.

Click How To to get information about tasks (for more information, refer to the next subsection).

Getting help on tasks, processes, and procedures

There might be occasions when you are unsure how to complete a task, process or procedure, perhaps because you have not done it in a while and you have forgotten how to do it. You can get help. In the Online Help menu, click How To … and find the subject area and information you are interested in.

If there are tasks or parts of the system for which you need training, please contact us to discuss your training requirements.

Navigation convention and other notation

Several conventions are used in the help to make the information consistent and clear.

Instructions and references to parts of the system include paths to tell you how to find or use something. For example, an instruction that explains how to find or define working patterns in the Payroll module, might show a path like this:

Click Payroll > Terms and Conditions > Working Pattern

This means in the Payroll module, in Terms and Conditions, you click Working Pattern. The > is a convention that splits the different parts of the path that you follow to reach the destination.

Bold is used for field names, check boxes, radio buttons, push buttons and other controls in the graphical user interface. For example, an instruction might state:

Click OK

This means click OK.

Another instruction might state:

Type your user ID in User ID.

User ID is the name of the field.

Searching the help

To perform a basic search, under Search this site at the top-right of a page, type the word or phrase you are looking for, and click Search.

To perform an advanced search, click Search, click the Advanced search link, enter your search criteria, and click Advanced search.


Help pages might contain images, and you can maximize some images.

To maximize an image, click the image. To close the image and return to the online help, click the X at the bottom-right-hand-side of the maximized image.