Report Writer - Menu Builder Update

The new Report Writer can be run in parallel with the existing Report Writer for a period of time to allow for adoption and training of the new program. Therefore Menu Builder has been updated with several new menu items (one for each reporting context/environment). The new menu items have been appended with the text ‘(New)’, for example, ‘Report Writer (New)’

To manually update a Menu Builder Role:

1. Navigate to Tools > Security & Setup > Menu Builder

2. In the Roles listing, select the Role that you want to work with by clicking on the corresponding edit pencil icon

3. Click the Modify Menu button

4. Select the menu category to add the new menu, options include:

   1. HR > Reporting

   2. Payroll > Reporting

   3. Finance > Reporting

5. Once the category is selected, the list of ‘Available’ menu items displays in the left side box of the List Mover

6. Click on the menu item, and then click the right arrow button to move the menu item to the ‘Selected’ box. For example: ‘Report Writer (New)’ or 'AR Report Writer (New)'

7. Click Save and the popup will close

8. Note that you may modify the display name for the new menu item by locating it in the Tree structure and then clicking the edit pencil icon next to the menu name. For Example, in Payroll, you may have several report writers specific to a particular context so you would rename the Report Writer menu item to a name that is more meaningful like, ‘Report Writer New (TEAC)’ or 'Report Writer New (SUPP)

IMPORTANT: With the release of the new Report Writer, the new menu items will be automatically added for users who currently have access to the Report Writer. For example, an employee who currently has access to the HR Report Writer will have two menu items in their left navigation menu after the release.

For example:

HR Report Writer (this is the existing menu which will open the existing Report Writer program)

HR Report Writer (New) (this is the new menu that will open the new Report Writer program)

Note that this is a one-time update that will happen when the new version of the software is installed. After that time you will be required to manually update Menu Builder for changes to an existing employees access or for a new employee.