The Access Evo navigator screen is your personalised home screen in Access Evo. It brings together quick actions, priority tasks, notifications, and useful information from across your Access products into one place. It appears as the first tab in Access Evo and is available in your browser and on the Access Evo mobile app.

This guide focuses on self-service HR in the navigator screen — the everyday HR tasks you can do directly from your navigator screen, such as viewing your payslip, requesting leave, logging sickness, checking your documents, and (for line managers) reviewing your team.

Much of this functionality already exists in Access Education People. The navigator screen brings it together in one place and makes it quicker to get to. You can still do these things in Access Education People as you do today — navigator is a redesigned, quicker way in. Other navigator features sit outside the scope of this guide.

Everything in this guide works the same way whether you're on a desktop browser or the Access Evo mobile app. Read on to the next section for more information in downloading and using the Access Evo app.

Your navigator screen lives inside the Access Evo mobile app, as well as in your desktop web browser. It is free to download and works on both iOS and Android devices.

When you first open the app, you will be asked whether to allow push notifications. These are used to alert you when a new payslip is ready or when an HR task needs your attention. You can change this preference at any time in your device Settings.

You'll come across four main areas in this guide:

You can pin and reorder both Quick Actions and Quick Panels to suit how you work.

(Quick Action)

Opens your most recent payslip without leaving the navigator screen. Shows total earnings, total deductions, net pay, and payment date, with each earning and deduction line itemised.

Use the Hide Values toggle to mask amounts if others might see your screen.

Use Download to save a PDF copy. The PDF includes everything on screen plus your employer's name, your name, National Insurance number, and tax code.

Payslip published notification. When your employer publishes a new payslip, a Payslip published card appears in your Action Required list. Tap to open. You'll also see it in your Evo Feed and as a mobile push notification.

(Quick Panel)

Lists every payslip available to you, most recent first. Each shows the pay date and gross pay; tap to expand for the full earnings, deductions, and employer contribution breakdown.

Use the Hide Values toggle, filter by date range, and change the sort order from the top of the panel.

Download a single payslip from its own download button, or use the controls at the top of the panel to download a tax year, all available payslips, or a selection (using checkboxes). All downloads are PDFs.

(Quick Action)

Your P60 is your end-of-year tax summary. The main view shows the tax year, total taxable pay (this employment), total tax deducted (this employment), tax code, and total NI contributions.

Expand the additional information section for further details where they apply to you — employer name, employee/NI number, statutory pay categories, and student loan deductions. Anything that doesn't apply is hidden.

Use the Hide Values toggle to mask amounts.

(Quick Panel)

P60s from previous tax years, grouped by year. Each is shown as an expandable card with employer name, total taxable pay, total tax deducted, and total NI contributions, plus an issue date and Download button.

Use the Hide Values toggle, or tick checkboxes to download multiple P60s at once.

(Quick Action)

The total days is calculated and shows it as days requested.

From Holiday Allowance. If your chosen leave type counts against a holiday allowance, you'll see a panel showing your Paid Holiday and Time in Lieu balances. The app fills Paid Holiday first; adjust the split if you'd rather take some of the leave from your TOIL balance. The two must add up to the total days requested.

Notes and documents are optional. Approver is pre-filled if there's only one valid approver, or selectable if there's more than one.

When your request is acted on, you'll receive an email and a Feed notification with the outcome and (if rejected) the reason your approver gave.

(Quick Panel)

Shows your paid leave balance for the current academic year — entitlement, carried-over leave, leave taken, leave pending approval, approved-but-not-yet-taken, and remaining balance. Pending and approved requests both reduce your remaining balance in real time.

Shows your time off in lieu balance — time accrued, time used and remaining.

If you're part-time or term-time, balances are shown in the unit that matches your contract (days or hours).

Below your balances is a list of every leave request for the current academic year, with leave type, dates, days, and status. Filter by leave type, status, or date range; both current and previous academic years are available.

Use the link in the middle to open the Request Leave action.

(Quick Action)

Enter a start date, expected last day and a reason (chosen from a list set up by your HR team).

When you submit, the absence is recorded immediately in Access Education People, and your line manager is notified through their Evo Feed.

(Quick Panel)

Top of the panel: summary totals from the past 12 months (total sick days, closed, currently open, number of absences).

The users Bradford score is shown below this – please note this will only be shown if Bradford score permissions have been configured in your system.

Below: a list of every recorded sickness absence with start date, end date (or Open), reason, and total days. Filter by status or category; both the current and previous leave year are available.

Open records can be updated — update the expected last day or attach a supporting document. Closed records can't be edited; contact your HR team if something looks wrong.

(Quick Panel)

Shows the information your employer holds about you, and lets you update what you have permission to change. Your name and profile photo appear at the top. Below are four sub-sections:

What you see and what you can edit depends on your organisation's setup and your individual permissions. If something is missing or you can't edit something you'd expect to, contact your HR team.

When you update certain personal details, your line manager is notified through their Evo Feed — for awareness only, no approval needed.

(Quick Panel)

Lists all the documents your HR team has shared with you, grouped by category:

Each entry shows the name, who uploaded it, and the upload date. Documents needing your acknowledgement are marked with a Needs Acknowledgement badge and appear at the top of the list.

Search by name. Filter by status (Needs Acknowledgement / Acknowledged), type, or date range.

Tap any document to open it in the inline viewer.

Some documents need you to confirm you've read them. Two ways in:

To acknowledge: open the document, tick "I confirm that I have read and understood this document" below the viewer, then select Submit Acknowledgement. You can also download a copy from the viewer.

(Quick Panel)

Shows your direct reports as a list of cards, each with name (including preferred name if recorded), post title, section and division, employee number, employment status, and profile photo.

Search by name or employee number; filter by employment status.

Tap a card to open the detail view, which shows personal information about that team member — full name, preferred name, date of birth, gender, and other personal details on record. Other categories (employment details, absence, documents, payroll) will be added in future releases.

From the detail view, you can open the team member's full profile in Access Education People for anything not surfaced in My Team.

Multiple employments. You only see the employments you manage. Where you manage more than one for the same person, you can switch between them from the detail view.

Reporting line changes are an HR admin task — contact your HR team.

When a direct report submits a leave request, you'll see an Approve Leave card in your Action Required list (also in your Feed, and as a mobile push). The card shows the employee's name, the leave type, amount of working days, dates, any overlap with other people in the same post and any note the employee has left.

For more detail (e.g. wider leave history), use the Open in People link to open the request in Access Education People — you can also action it from there.

You'll only receive requests for your own direct reports.

When a direct report logs sickness, you'll receive an notification in your Evo Feed showing the employee's name, dates, and any note they added, with a link to review the sickness in Access Education People.

When a direct report updates a personal detail, you'll see a Feed notification with a title specific to what changed — for example, Employee Address Updated or Employee Emergency Contact Updated. Use the View Employee Profile link to see their full profile in Access Education People.

These notifications are for awareness only. You're not notified when an HR admin makes the change on their behalf — only when the employee changes it themselves.

You can personalise your navigator screen to show the information most useful to you. Click on the Guide icon in the bottom left of your navigator screen for a tutorial about the different customisation options for navigator.

Each section (quick actions, quick panels, quick sections etc.) will have a configure button from which you can select the apps you have available in your navigator screen. This works for both web and mobile. Your admin will be able to control the default apps you have, but feel free to explore other available apps and see what works for you.

Every time there is a new app, or updated app available, you will find these shown in the banner at the top of your navigator screen. Tap this banner to find out more and try the new functionality out.

As an organisation administrator, you can configure which Quick Panels, Quick Actions, and Quick Sections are accessible to your users.

You can hide items entirely or pin them so users always see them and cannot remove them.

For Access Education People’s Self-service features, we recommend pinning all of the features you want to be available, as they will be relevant to all of your users in Access Evo.

There are two states you can apply to any item:

No, use the same credentials you already use for your HR system.

What you see depends on your organisation's setup and your individual permissions. Contact your HR team if something seems to be missing or not editable.

The app shows the payslip your employer published — it doesn't calculate the values itself. Contact your HR or payroll team.

Your remaining balance includes both approved leave and pending requests. Pending requests reduce your visible balance until they're approved or rejected. If it still looks wrong, contact your HR team.

Cancel it from your Leave & Balances panel as long as the leave hasn't started yet. Once it has, contact your line manager or HR team.

Yes. Everything in this guide is available on the Evo mobile app as well as in your browser.

Notifications appear in your Evo Feed; ones that need you to act sit in your Action Required list too. If you have the mobile app, you'll also get push notifications — check your mobile push settings if you're missing them.

My Team shows your direct reports as set up in Access Education People. If the reporting line is wrong, contact your HR team.

Yes — in Payslip History you can download all available payslips, all for a tax year, or a selection.

For data questions (payslips, leave, documents, your team) — your HR team.
For technical issues with the navigator screen itself — [email protected].