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Grant Employee Portal access to employees on Payroll classic

Available for the following plans: Employment Lite, Employment Plus
Available for the following Payroll plans: Standard, Premium, Core Payroll, Unlimited+Payroll

An employee portal is an online employee engagement platform that puts a range of Payroll services at the employee’s fingertips. An employee portal enhances the employee service experience, which increases employee satisfaction and engagement levels.

The Employee Portal Access feature allows you to grant access to employees who need to view an employee file in your organisation. You can also use this feature to resend the relevant access invitation as well as delete an employee's access if it is no longer required.

Warning

Data will only flow from Employment Hero to your Payroll classic platform. In other words, this data connection is not bidirectional, and any changes made to it by an employee via the employee portal in the Payroll classic platform will not flow through to Employment Hero. We advise you to use Employment Hero as your source of truth and have employees make any needed changes via Employment Hero.

Getting started

Grant an employee access
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the name of the employee who needs to have their Employee Portal access granted.
  4. Click the Employee Portal Access button.
  5. Click the Add button.
    Portal_1.jpg

    While you will remain on the same page, new information under the heading Grant User Access will ‌now appear.

     
  6. Enter the user's email address in the Email Address field.
  7. Click the Save button.
    Portal_2.jpg 

Manage data

Resend an invitation
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click the name of the employee who needs to have an activation email re-sent to them.
  4. Click the Employee Portal Access button.
  5. Click the Resend Activation Email button.
    Portal_3.jpg 
Delete an employees access
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the name of the employee who needs to have their Employee Portal access removed.
  4. Click the Employee Portal Access button.
  5. Click the Delete button (the red x).
    Portal_4.jpg 
  6. On the Revoke access? confirmation window that will have now appeared, click Revoke Access.
    Portal_5.jpg 

Troubleshooting

Reset an employee's portal email address

If you need to change your employee’s email due to a typo or no access to their old email, you can reset the email used for your employee's portal access by following the below instructions:

  1. Open your payroll file and select Payroll Settings > Employee Portal Settings > Access.
  2. Locate the relevant employee in the list, tick the check box next to their name and then select Revoke Access. This will remove the employee access through the old email address.
  3. You can now click on the pencil icon and enter the new email address.
  4. Once you have saved the new email address, tick the employee again and select Grant Access. An email invite will be sent to the employee's new email.
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