Navigating PeopleSoft - Using the NavBar
Purpose: Use this document as a reference for using the NavBar, changing order on NavBar, add a page to NavBar, delete or rearrange tiles in NavBar.
Audience: All Staff
Note: For HCM/CS it takes the ZZ Navigation Bar Access role. Finance is embedded within the ZZ PeopleSoft User role.
The Navigation Bar (NavBar) always displays three specific buttons and icons:
- Recently Visited button = clock icon
- Favorites button = heart icon
- Menu button = hamburger icon (three green horizontal lines)
Breadcrumbs show the menu navigation at the top of the NavBar. Users can select any folder in the menu structure to jump to that navigation level. New icons will display to the left of a menu item to differentiate between folders and pages. A brown folder icon denotes a folder with subsequent options, while the green icon with the horizontal lines will take you directly to that page.
- Select the NavBar at the top-right of the screen, then the Menu button.
- Select the NavBar at the top- right of the screen.
- Select the Personalize NavBar button (gear icon).
- To set the Menu Order, select either Alphabetical or Standard, then select the Save button.
Process Complete
- From the Homepage, select the NavBar icon in the top-right corner of your screen.
- Select Menu.
- Navigate to the desired page that you wish to save.
- Once at the desired page, select the “Actions List” or vertical ellipsis at the top-right corner of the page.
- Select the “Add to NavBar” for the page to be added to your NavBar.
- Update Tile Label to a preferred name (optional) and select Add.
- You will receive a message confirming "Added <page name> to NavBar."
- Select OK.
Process complete
- From the Homepage, select the NavBar icon in the top-right corner of your screen.
- Select the Gear icon in the NavBar.
- To delete a tile, select the garbage can icon to the right of the name of the page. (To rearrange the order of items in the list, select and drag the items to the desired location)
- Complete your personalization by selecting Save.
Process complete
Daron Odell Cobb
i beleive i accidentally clicked on set defaults and i no longer have my Add a new Value page to use. Where can i find or add this page
Tanjagay Martin
Hello Daron,
We need more information to troubleshoot your issue. Please get in touch with your college's IT department for assistance. Thank you for your time! ~Tanjagay Martin | CS Core Functional Trainer
Cynthia (Cindy) Jozefiak
I don't have a gear on my nav bar to the right of the words NavBar. How can I remove or rearrange tiles without the gear? Thank you.
Tanjagay Martin
Hi Cynthia,
Thanks for asking such a great question. Students can add/remove tiles by selecting the vertical ellipses (three dots) in the top-right corner. Click Personalize Homepage to manage your tiles. Have a fantastic day! ~Tanjagay Martin | CS Core Trainer