Navigation Overview

Tags fluid

Purpose 

This article has information about the main aspects of the new Galaxy Fluid navigation, with added details for Gemini users.

Explanation 

Galaxy launch page 

UTD Web Services has built a new Galaxy Launch page for Orion and Gemini FMS/HCM that can be accessed using the same URL.

Galaxy launch page for Orion and Gemini.

Fluid Interface

The Classic menu navigation uses a breadcrumb menu with a deep hierarchy.

Fluid navigation uses Homepages and Tiles as the starting point for navigation within the system. Within Tiles, you will have either a collection of links or a link to a page.

There will be many less-frequently used pages that will still have to be accessed through the NavBar Navigator.

List of Major Fluid Components

  • Homepages accessed via Homepage Navigator
  • Tiles
  • Global Search
  • NavBar/Compass
  • Notifications
  • Actions List
  • Recently Visited
  • Favorites

Common elements of the fluid interface including notifications, tiles, navbar.

Fluid Home Page

  • A Fluid Home page appears when you log in to the PeopleSoft system.
  • Homepages are the starting point for navigation in Fluid.
  • A user can have several homepages and one default homepage that is displayed after login. You can navigate to a different homepage by clicking on the Homepage navigator button at the top left of the screen.
  • The homepage has tiles that allow users to perform routine tasks quickly. Tiles give users direct access to targeted transaction areas within the system.

Gemini for Departments Home page with tiles including Forms, Self Service, Approvals.

Tiles

  • A Tile is a large square or button on a Landing Page.
  • Clicking on a Tile can open a Navigation Collection, a PeopleSoft page, a page of other Tiles, or an external link.
  • Each Tile requires a user to have at least one of the required PeopleSoft security roles to view or access the Tile.

Self service tile.

Fluid NavBar

  • The NavBar is a bar of icons with navigation options.
  • The NavBar icon is located in the top-right-hand corner of the page.
  • This opens a Navigation Bar menu of icons, including the Navigator icon.
  • The Navigator icon replaces the Main Menu in Classic navigation.
  •  Clicking on Gemini FMS expands the FMS menu to show all FMS folders and modules.

Fluid Home Page with compass icon clicked to show drop down menu of NavBar.

Notifications

Clicking on the Bell icon at the top right of the home page displays the notifications.

Fluid Home Page with an arrow pointing towards the bell icon for notifications.

There are two types of notifications:

  • Actions: Allow the transfer to a transaction where some action may be performed.
  • Alerts: An informational message that the user may delete. A transfer to the transaction may also be performed but is optional.
  • The Notifications will display a badge listing any new Actions or Alerts. The example shows a listing of 3 Actions.

Fluid Home Page with bell icon clicked to show drop down menu of Notifications.

  • Tap an individual Action or Alert to transfer to the transaction.
  • Alternatively, tap the View All link to see a detailed list of all transactions.

Fluid Home Page with bell icon clicked to show drop down menu of Notifications. In the drop down menu view all is selected to got toView all notifications page.

Actions

Action items, accessible through three vertical dots at the top right of the home page,  provide users with quick access to:

  • Personalize the homepage
  • Refresh
  • Open the current page in a new window
  • Access User Preferences
  • Access PeopleSoft Online Help
  • Sign out

Three vertical dots at the top right of the home page clicked to show action items.

Other major components for Gemini users

  • Navigation Collections
  • Approvals
  • Forms
  • Self Service

Fluid Navigation Collections

  • A navigation collection is a collection of folders and pages related to a business function.
  • These folders and pages allow for grouping pages that are accessed frequently within a certain business function.

Screen showing group of pages on the left related to a business function and the content of the page selected from the group on the right.

Approvals

  • The Pending Approvals page is a one-stop page where users can approve FMS and HCM transactions.
  • The Pending Approvals page can be accessed through the Approvals Tile on a Landing Page.

Gemini for Departments home page showing approvals tile and approvals tab under NavBar.

  • The Pending Approvals page groups the transactions yet to be approved in folders by transaction type, date, requestor, or priority.
  • Clicking on a transaction pending approval in the list takes the approver to the source transaction so that an electronic approval can be performed.

Pending approvals page.

Forms

  • The Forms page is a one-stop page where users can initiate and view FMS and HCM PeopleSoft Forms.
  • The Forms page can be accessed through the Forms Tile on the Landing Page.

Forms page.

Self Service

The Self Service home page provides easy access to frequently used pages and tools for managers and employees.

Self Service provides access to:

  • Manage Delegations
  • ACA Form 1095-C
  • My Parking
  • UT Retirement Manager
  • My UT Benefits
  • Employee Tuition Assistance
  • LEO
  • Manager Pages (Absence Requests, Overtime Requests, Payable Time, Monthly Time Calendar)
  • Payroll and Compensation (View Paycheck, Direct Deposit, W-4, W-2/W-2c)
  • Personal Details
  • Benefit Summary

Self service page.

Details

Article ID: 424
Created
Mon 11/22/21 12:55 PM
Modified
Tue 7/18/23 5:00 PM