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Getting started with Evo Navigator

Everything you need to know to start using Evo Navigator — your personal work console inside Access Evo.

Written by Abdukader Habib

📌Note: Evo Navigator is included for customers in the base Evo Everywhere Tier. See the Evo Tiers articles for full information.

Getting started with Evo Navigator

Evo Navigator is your personal command centre inside Access Evo. Everything you need for your working day — shortcuts, tasks, notifications, and an AI assistant — is in one place, without switching between products.

No setup is required. Navigator is ready to use as soon as you log in.

Before you start

Before you begin, make sure you have:

  • Access to Access Evo — contact your administrator if you are unsure whether you have an account.

  • Your usual login credentials ready.

📌Note: Evo Navigator is included in the base Evo Everywhere licence. If you cannot see Navigator after logging in, speak to your administrator.

How to open Navigator

  1. Log in to Access Evo as normal.

  2. Navigator is the first tab on the left-hand side of the screen — it is always visible.

  3. Click it to open your Navigator home screen.

Once open, you will see three main areas on your home screen:

  • The Ask Navigator bar at the top — type a question here to get instant answers from across your products.

  • The Quick Actions ribbon — one-click shortcuts to your most-used tasks.

  • The Actions Required section — everything that needs your attention, pulled from across your systems.

🤓Tip: You do not navigate to Navigator — you start there. It is always the first thing you see when you open Evo.

What to do first

1. Check your Actions Required

Actions Required is your AI-prioritised task list. It pulls together everything that needs your attention from across your systems into one place.

  1. Open Navigator.

  2. Scroll down to the Actions Required section.

  3. Review the items shown — each one displays what needs doing and any relevant deadline or context.

  4. Click an item to open it and complete the task in the panel that appears.

🤓Tip: You can complete most actions without leaving Navigator — there is no need to open another product screen. Once done, the item automatically disappears from your list.

2. Try a Quick Action

Quick Actions are one-click shortcuts to the tasks you do most often — booking leave, viewing your payslip, checking your bank details — without navigating into the full product.

  1. Open Navigator.

  2. Find the Quick Actions tile row near the top of the screen.

  3. Click the tile for the task you want to complete.

  4. The action opens immediately — complete it and you are done.

3. Ask Navigator a question

The Ask Navigator bar lets you ask questions about your work in plain language and get instant, visual answers.

  1. Click into the Ask Navigator bar at the top of the screen.

  2. Type a question — for example: "How much annual leave do I have left?" or "When is my next shift?"

  3. Press Enter.

  4. Navigator returns a visual answer — a chart, table, or summary — based on your data.

Personalise your Navigator

You can customise which Quick Actions appear in your tile row without any IT involvement.

  1. Open Navigator and go to the Quick Actions area.

  2. Click the settings icon next to the tile row.

  3. Browse the available actions and select the ones you want to pin.

  4. Click Save. Your tile row updates immediately.

Next steps

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