Defining Your Home Page

When you log in to Accolade for the first time, you have the option to select a Home page layout that displays pods with information that is relevant to you, and can be further personalized through the pod settings. This page will display every time you log in to Accolade, or can be returned to at any time by clicking the Accolade logo in the left corner of the title bar.

The Focused home page layout is intended to help the user focus, by showing current assignments and some relevant links for navigation, and includes two pods:

• a Quick Links pod, which displays a list of frequently used hyperlinks to Accolade projects and global links, as well as other websites.
• a Work pod, which can be configured to display deliverables and activities, gates, ideas, project work, or workflows across all projects in Accolade. For more information, see Viewing Your Work.

Users can update the deliverable status and dates directly within the Work pod by clicking on the field and selecting the appropriate information. Changes are automatically applied, but the home page must be refreshed for changes to display in the Calendar pod.

The Comprehensive home page layout is intended to help the user see the bigger picture, and includes three additional pods:

• a To-Do list pod, where you can create a personalized worklist by adding tasks and due dates, and checking items off as they are completed.
• a Calendar pod, to visually display important dates such as start and end dates for deliverables and activities, deadline dates for workflows, and project gate dates.
• a Countdown pod, where you can display a countdown of days until the occurrence of an important date or event of your choosing.

Users can personalize the content of Quick Links, Work, and Countdown pods by clicking in the top right corner of the pod to edit the individual pod settings on their layouts.

To change to a different home page layout:

1. Access your user profile and select the Details tab.
2. In the Home Page Layout field, click to open the layout selection dialog. Select the layout option you want to use, and click Select to apply your changes.

Selecting Other Pages as a Home Page

Users also have the option to select a different page within Accolade to display when they log in. For example, a Project Manager could select a specific project page as their home page, or a team member could select the Deliverable page of a current deliverable as their home page.

To set the Home page to a different Accolade page:

1. Navigate to the page you want to display as your Home page.
2. Click your user icon in the top right corner of the page and click Set as Home.

This selection will set the page currently displayed as your Home page. To change to a home page layout or to a different page in Accolade, repeat the appropriate process above.

Notes:    To revert to a previously selected home page that is custom to your company, access your user profile and select the Details tab. In the Previous Home Pages field, select the page you wish to set as your home page and click Apply to save your changes. Selections in the Quick Links pod will display in alphabetical order within the appropriate category. Project links are displayed first, followed by global links, and custom user-added links will display last. Administrators and Process Designers with the Template Access role can make changes to home page layouts on a global level through the layout and pod configuration, for example, to add company landing page hyperlinks to the Quick Links pod for all users, or to add additional information at a company level. See Adding Pods to Page Layouts and Available Pod Types for more information. If your home page is set to All My Work or Upcoming Gates and the page is removed from your system by an administrator, your home page will default to My Profile. The All My Work and Upcoming Gates pages will always display at the top of the Workspace > My Workspace menu even if the order is updated by an administrator.