Quick Actions lets you complete everyday tasks directly from the Access Evo Navigator screen, without opening a separate system or navigating through menus. Common tasks that would normally require several steps across multiple products can be completed in seconds from a single screen.
⚠️ Important: Quick Actions is not part of the Evo Standard offering. The tasks available depend on which Access products your organisation uses and how they are connected to Access Evo.
What Quick Actions does
Quick Actions surfaces the tasks you carry out most regularly and makes them available directly from Navigator. Rather than logging in to a separate product, finding the right menu, and working through a multi-step process, you can complete the same task from one place with far fewer steps.
Tasks can be completed in just two clicks, on desktop or mobile. This applies to both employees completing their own tasks and managers acting on requests from their team, on desktop or mobile. This applies to both employees completing their own tasks and managers acting on requests from their team.
Examples of tasks available through Quick Actions
The tasks available to you depend on which Access products your organisation has connected to Access Evo. Common examples include:
Leave requests – Employees can request time off without going anywhere else, and managers can approve instantly. without going anywhere else, and managers can approve instantly.
Timesheets – Employees can clock in, submit timesheets, and swap shifts quickly., submit timesheets, and swap shifts quickly.
Expense submissions – Expenses can be submitted directly from the Navigator screen, with no separate tool required, so finance receives accurate submissions without chasing anyone. directly from the Navigator screen, with no separate tool required, so finance receives accurate submissions without chasing anyone.
Payslip and pay summary – Employees can view their payslip and pay summary without going anywhere else. and pay summary without going anywhere else.
Personal details – Employees can update personal details, bank information, emergency contacts, and diversity data themselves, keeping HR records accurate without manual intervention., bank information, emergency contacts, and diversity data themselves, keeping HR records accurate without manual intervention.
📌 Note: The specific Quick Actions available to you are determined by your role and the Access products connected to your organisation's Access Evo environment. Not all of the examples above may be available to every user.
How Quick Actions works
When you open Access Evo Navigator, Quick Actions displays the shortcuts relevant to your role. You click the action you want to complete, fill in any required details, and submit. The information is passed directly to the relevant connected Access product, with no need to switch systems.
Quick Actions respects your existing user permissions. The actions available to you reflect what you are permitted to do within your connected Access products. Managers see actions relevant to their team, and employees see actions relevant to their own records.
Using Quick Actions on mobile
Quick Actions is available on both desktop and mobile through the Access Evo app. Managers can approve leave requests in one click from their phone, with no desk, no delay, and no chaser emails required. in one click from their phone, with no desk, no delay, and no chaser emails required.
This means time-sensitive tasks, such as approving a leave request or submitting an expense, can be completed on the go without needing to be at a desk.
🤓 Tip: Download the Access Evo mobile app to use Quick Actions wherever you are. You can find the app in the Apple App Store or Google Play Store.
The difference between Quick Actions and Actions Required
Quick Actions and Actions Required are both part of Access Evo Navigator, but they serve different purposes.
Feature | Quick Actions | Actions Required |
What it does | Lets you initiate and complete everyday tasks from Navigator | Surfaces urgent tasks, compliance risks, and approvals that need your attention |
Who initiates it | You choose when to use it | Access Evo surfaces items automatically based on your role |
Examples | Submitting a leave request, logging an expense | Overdue approvals, compliance deadlines, flagged timesheets |
Part of Evo Standard | No | No |
Use Quick Actions to complete routine tasks proactively. Actions Required highlights the items that need your attention urgently.