Using the header bar shortcuts

The header bar shortcuts provide a quick and easy access to some of the key features of the Pay Suite application, such as goal and feedback creation. The shortcut button, which is located in the top right corner of the application screen, does not depend on your current context in the platform; you can use it at any time to create objects in the platform.

This is an note/information message.

The shortcuts available in the shortcut menu can differ depending on the configuration of your company's system. For more information, refer to your system administrator.

To use the header shortcuts, proceed as follows:

1. Click the Create located at the top-right of the application screen. A contextual menu is displayed, as illustrated in the following figure:

Feature shortcuts access

2. In the drop-down, select the shortcut of your choice:

   • Create goal: the goal creation window is opened over the screen in which you are currently working. For more information about the creation of goals, refer to Creating an individual goal and Creating a goal for a team member.

   • Give feedback: Passport is open at the feedback creation page. For more information about feedback creation, refer to Giving feedback.

   • Request feedback: Passport is open at the feedback request page. For more information about feedback requests, refer to Requesting feedback about me and Requesting feedback about my team .

   • Create check-in: Passport is open at the check-in creation page. For more information about check-ins, refer to Creating check-in.