Navigating the SAP Fieldglass Landing Page

Objective

After completing this lesson, you will be able to access the various transactional functions of SAP Fieldglass.

The Home Page at a Glance

The Home Page at a Glance

After logging into SAP Fieldglass, users will land on the home page. This page will help you navigate throughout the SAP Fieldglass application, including creating and managing contingent labor and services projects.

The layout is based on the user’s role, with Administrators, Finance and Reporting users, Hiring Managers, and PMOs having access to different cards and menu items, so your view of the home page may be different than what is displayed here.

screenshot of the SAP Fieldglass home page emphasizing the header bar, the side panel menu, the welcome banner, and the various information cards that make up the bulk of the page
  1. All categories and modules are displayed in a convenient Side Panel Menu on the left-hand side of the application's Home Page.
  2. The Welcome Banner displays a welcome message, the What's New button, and the Customize Reports and Charts button.
  3. The Header Bar is permanently positioned at the top of the home page. It contains a Collapse Navigation icon, Search bar, Web Assistant, Feature Switch, Product Feedback, Work Items menu, Messages, SAP Companion, and My Profile menu.
  4. The bulk of the home page is made up of Cards (you may also hear them called widgets), which hold specific at-a-glance information, shortcuts, and actions pertaining to specific functions of SAP Fieldglass.

The Side Panel Menu

The Side Bar Menu provides access to the various transactional modules within SAP Fieldglass.

Access to particular modules is based on user role configuration, so not all modules will appear for all users.

screenshot of the SAP Fieldglass home page emphasizing the vertical transaction menu bar

You can select the Expand/Collapse icon to show or hide the full menu. When expanded, selecting a menu item will present additional options in the column below the heading. When contracted, the additional items will appear to the right of the panel.

  • Home brings you right back to the SAP Fieldglass home page.
  • The My Items menu is where you would go to view any work items that have been tagged specifically to you, such as workers, statements of work, reminders, and annotations, among others.
  • The Contingent Labor menu is where you would go to view or create items related to Contingent worker procurement, such as job postings and job seekers, among others.
  • The Services menu is where you would go to view or create items related to services worker procurement, such as statements of work, SOW Bids, and activity items, among others.
  • The Worker menu is where you would go to view or create items related to workers, such as work orders, time sheets, and expense sheets, among others.
  • The Payments menu is where you would go to view or create items related to payment, such as the various types of invoices.
  • The Planning menu is where you would go to find assistance with determining the appropriate type of transaction you may need. You will find option for either a decision form or wizard.
  • The Analytics menu is where you will go to create new reports, run existing reports, and view the data from previously run reports.
  • The PMO Dashboard allows authorized users to manage day-to-day tactical items within SAP Fieldglass that may require action. Follow up and completion of these work items ensures that the workflow continues with minimal interruptions. Use of this tool can immediately improve the efficiency of the program.
  • The Supplier menu provides access to tools that you can use to manage some supplier information, such as the supplier qualification form and supplier improvement plan.
  • The Create menu is where you will got to create new transactions in SAP Fieldglass, such as a Job Posting for Worker, a Statement of Work, or an Invoice. It will open a new page of menu options. The items available to create will be based on specific system configuration and user role permissions.
  • The Admin menu is where you would go to create or review the settings of the various data items required to perform transactions. The administrative objects available depend upon specific system configuration and user role permissions.
  • The Help menu provides options for learning more about using SAP Fieldglass, including release communications, product documentation, and a reference library where organizations can store specific documents and guides. This menu includes contact information for the SAP Fieldglass Customer Support Team.

The Welcome Banner

The Welcome Banner on the SAP Fieldglass landing page does more than just offer a friendly greeting—it also offer practical functions in the form of buttons that can offer additional information to help you navigate and use the application.

screenshot of the SAP Fieldglass home page emphasizing the welcome banner, which includes buttons that allow you to review what’s new, to view announcements, and to configure reports and charts
  1. The What's New button leads you to the SAP Fieldglass What's New Viewer, which gives you information about what's new in SAP Fieldglass.
  2. If the Announcements card has been disabled, a View Announcement button will appear in the banner. Selecting this button will open a modal to display the announcements. Restoring the Announcements card will remove this button from the banner.
  3. The Customize Reports and Charts button allows you to add reports or charts, or customize the way the reports and charts display on your home page.

The Header Bar

The Header Bar

screenshot of the user menu highlighting the User Profile, Messages, Work Items, Features, and Web Assistant icons

This section of the menu bar provides access to user-specific notifications, settings, or activities, including:

  1. Side Panel toggle
  2. Search
  3. Web Assistant
  4. Features
  5. Product Feedback
  6. Work Items
  7. Messages
  8. User Profile

1. Side Panel Toggle

Side Panel Display Toggle on the SAP Fieldglass Interface

The Side Panel Toggle icon allows you to expand or contract the side bar menu.

screenshot of the expanded SAP Fieldglass menu displaying the items underneath the Contingent Labor menu item alongside a screenshot of the contracted menu displaying the Contingent Labor menu items in a pop-out menu to the right of the main menu

2. Search

The Global Search bar is useful for finding things quickly. For instance, you can search a name and get every record in the system pertaining to that person. You can also search for a full Fieldglass ID like "LSFGJP00000515" or even just "jp515" to quickly jump to a particular document.

screenshot of the SAP Fieldglass home page highlighting the global search bar

3. Web Assistant

Selecting the Web Assistant icon brings up the assistant window which provides help for the most common SAP Fieldglass functions. You can type a search term prompt—such as ‘set up an interview with Joe Worker’—and it will prompt an action or return a list of appropriate options.

screenshot of the Web Assistant pop up window showing the prompt Hello! What can I help you with? Click the help icon to learn more about the actions I can assist you with.

4. Features

The Features menu presents some alternative methods of presenting the user interface, including Worker Centric, which allows for a simplified interface, and Vertical Navigation, which toggles the menu from a vertical view to a horizontal view.

screenshot of expanded Features menu, showing the Worker Centric and Vertical Navigation options

5. Product Feedback

The Product Feedback option allows SAP to gain user insights into the use of SAP Fieldglass. Continuous feedback helps SAP Fieldglass improve with each release.

screenshot of the product feedback modal window displayed over a darkened SAP Fieldglass home page. The modal invites the user to begin a short survey requiring selections ranging from very dissatisfied, dissatisfied, neither satisfied nor dissatisfied, satisfied, and very satisfied.

6. Work Items

The Work Items menu allows for a quick view of items requiring action upon login to the application. These are the same items found in the My Work Items widget on the home page.

screenshot of expanded Work Items menu, showing a list of Work Items that the user is responsible for

7. Messages

The Messages icon opens the Message Center, which lists all messages and system generated email notifications that have been sent to the user. These messages can strictly be housed within the application, or can be sent to the user’s email address, depending on the organization’s message setup as well as the users’ configured preferences.

screenshot of the Message Center page showing a list of messages including Chat, Question, Notifications, and Broadcast messages

8. User Profile

The User Profile menu allows users to update their user profile, password, or UI settings. If assigned, it also allows users to set up access to other user accounts, including delegate, proxy, or linked user accounts.

screenshot of expanded Profile menu, showing the My Profile, My Preferences, and My Org Chart menu items as well as a list of other accounts linked to the profile

Cards

Cards display important and relevant information, so you can see what's most important to you right from the home page. Some cards display specific buttons that direct you to dashboards or other areas that are relevant to the card.

screenshot of the SAP Fieldglass home page emphasizing the information cards and some of the information contained within them, including Recently Viewed Items list, Announcements, My Work Items, Linked Accounts, My Job Postings, and My Workers

At the top, the Quick Links card consists of Pinned Links (the links that you've pinned display here), Recently Viewed Items (items you've recently looked at), and Starred Items (items you've starred).

The other cards that display on the home page are dependent upon configurations and user permissions but may include any of the following:

  • Announcements displays any messages configured to appear by an organization’s SAP Fieldglass administrator. This card can be disabled by selecting the Close link at the bottom of the card. Disabling the Announcements card will place an Announcements button in the Welcome Banner.
  • My Work Items are transactions that require the user’s action in SAP Fieldglass. The My Work Items widget allows fast access to the most recent work items.
  • Interviews displays a calendar with the current date highlighted in purple. Days that have interviews scheduled display with a blue bar. If you select a date that has an interview, the interview details are displayed.
  • Linked Accounts lists the users your account is linked to and which you can access.
  • My Job Postings lists all your active job postings and their statuses. It also has a button to start the creation of a new job posting.
  • My Workers lists up to ten workers and their work end dates. A drop down menu allows you to toggle the view between My Workers (default), Workers End in X Days, and Worker Exceeding Tenure. The option selected determines the workers shown in the list.
  • My Statements of Work lists all your active SOWs and their statuses. It also has a button to start the creation of a new SOW.
  • PMO Monitor displays a condensed list of PMO dashboard items sectioned by module. The counts for each module are also listed. The module displaying first in the list is determined by the module with the highest critical item count and cascades down to the one with the lowest critical item count.
  • Reference Library displays up to ten reference links.
  • Search People displays a Search field where you can search by name, ID, job code, site, business unit, or primary contact.
  • My Reports displays when you have owned reports. A list of the last 12 reports you've run, sorted by the last run date, display in a list on the card. The reports include the report name, report type, output, and last run date. Selecting a report from the list directs you to that report.
  • In Progress Items lists up to 20 in progress items that you own. Items display in a list with the most recent displaying first.
  • Dashboards displays a list of dashboards available to you. Selecting a dashboard on the card directs you to that specific dashboard. If dashboards aren't configured, this card doesn't display.
  • Reports or Charts displays up to 20 reports or charts at the bottom of the home page. This card is not enabled by default. It must be added through My Preferences or by an administrator.

The Go Mobile! card displays buttons that direct you to the Apple and Android operating system stores to download the SAP Fieldglass Manager Hub app.

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