My Dashboard

After you login to AptaFund, you'll see the home window, otherwise known as your dashboard.

My Reports, Quick Links, & Help

My Reports: You can create a list of favorite reports that will be displayed on the left side of your dashboard. Click here for instructions.

Quick links are displayed on the left side of the dashboard and include Change My Location, New Leave Request, My Paychecks, My Leave Requests, My Leave Balances, My Leave Approvals (if you're an approver), My Year-to-Date Totals, My Documents, W-2 Forms and My W-2 Consent Elections.

Help: This section includes links to open the online User Guide, create a new AptaFund support ticket (opens a form to email Support), access the AptaFund support website, and submit an idea to AptaFund staff.

Configure your dashboard

You can choose whether or not to display the quick links and grids on your dashboard. The grids give you quick access to popular items and items needing your attention.

Configure your dashboard

  1. Click the Configure button at the bottom left side of the window to open the Configure window.


  2. Check/uncheck the boxes to include/exclude the sections you want, and click Save. You'll be returned to the dashboard with your selected options displayed.
    Note: You won't see the Show My Purchase Requisition Approvals checkbox in this window unless you're an Approver.

Click here for descriptions of, and instructions for, using the Employee Self Service Quick Links and grids.

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Menus

The menus for the modules are arranged across the window just below the AptaFund logo. You may not see all the options displayed below because you will only see modules in which you have permission to work.


Menus that contain more than is named in the menu bar are described below.

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