Customizing the Left Menu Bar

Customizing the Left Menu Bar

The Employee Hub provides access to all the key features you and your colleagues will use on a daily basis. Through some simple configuration, you can personalize the Employee Hub to match the needs of your organization and its teams.

If you have access to the flair HR app on Salesforce, you can customize which features appear on the left-hand menu of the Employee Hub. This way, you can make sure it only shows the features you need.

To start, go to the Employee Hub Features page in your flair HR app. To find this, simply search Employee Hub in the Salesforce App Launcher.

Click New to start customizing the left-side menu in the Employee Hub. You will now see a pop-up window with two sections: Information and Features.

In the Information section, you can give your custom menu view a name, e.g. Default View or Sales View. You can also choose which employees see this view by searching for departments, entities, and locations or selecting individual employees. If you do not choose any employees, this menu view will be applied to all employees.

In the Features section, you can select checkboxes to hide specific features. For example, if only certain teams in your organization need access to the Shift Planner, you can hide this feature for teams that do not work in shifts.

Another way to configure the Employee Hub menu for a specific office or location is to go to the Locations page in the flair HR app. Choose a location and scroll to the bottom of the page to customize which Employee Hub features are visible for employees assigned to this location.

You can also create custom views for individual employees using the Employee Hub Features tab on an employee’s profile in flair HR.