Outlook bar

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The outlook bar on the left of the screen is made up of two parts, bars and icons. The top bar will show the currently selected employer name. If you have set up more than one employer and wish to change the selected employer, click on the Home icon and click on the employer name whose details you wish to see.

 

Under each employer the following icons will appear:

 

The Home Page

Clicking on this icon will take you to the home page

Details

Clicking on this icon will display the summary screen for the particular employer shown on the top bar

Employees

Clicking on this icon will display all the employees, and their benefits, for the selected employer

Car Standing Data

Clicking on this icon will take you to all the cars entered in the fleet for the selected employer

Schemes

Clicking on this icon will take you to the employer’s schemes page

PAYE Refs

Clicking on this icon will open the screen for PAYE References for the selected employer

Groups

Clicking on this icon will open the group types screen for the employer

 

Where more than one Group or PAYE Reference has been set up for an employer, bars at the bottom of the outlook bar will appear showing the group types, e.g. "Cost Centres", "Locations" and PAYE References. Use the bars to select only those employees allocated to a particular group or PAYE Reference.