Unit4 ERP Home Screen Overview

Summary

The video provides a walkthrough of the Unit4 ERP home screen for first-time users, with a focus on features relevant to payroll staff.
Key sections of the interface and their functions were described, especially menu navigation, the help system, and personalizing favorites for quick access.
The presenter concluded with recommendations on essential favorites to set up for payroll users.

New users are presented with a home screen containing a menu on the left, main workspace in the center, and several navigation and utility icons on top.
Menu items are role-dependent; for payroll users, accessing the “Payroll” section displays task-specific tiles.
The system features dynamic content; clicking on menu items changes the main workspace to the selected function or report.

The top left displays the Unit4 logo and the environment name (e.g., production or training).
The top bar includes:
- User profile/account menu with access to settings and help.
- Question mark (?) icon for help documentation, which is recommended for troubleshooting or learning new features.
- Favorites (heart icon) for bookmarking frequently used screens.
- Recently used items for quick navigation.
- Collaboration tool (if enabled), notifications (bell), and tasks (checklist) icons.
- Search bar to quickly find functions or screens by typing their name.
On-screen tools include reload/refresh, window enlargement, split screen, system info (light bulb/no leads), and help.

Payroll staff should bookmark (mark as favorite) the following key windows for streamlined workflow:
- Personnel window: Used for looking up employee resources.
- Maintenance of payroll proposal: Found via the payroll menu and marked as a significant function.
- Ordered reports: Searched for and favorited to monitor and review process results.