Employee portal access | Payroll Web Platform

Overview

An employee portal is an online employee engagement platform that puts a range of Payroll services at the employee’s fingertips. From providing employees with the ability to submit leave and timesheet requests, right through to viewing their latest payslip and sending through the expense requests for their latest work related trip, 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 the chosen employee file to the required employees within your organisation. You can also use this feature to re-send the access invitation if the user misplaced the original email and also delete an employee's access if it is no longer required.

Warning

Data will only flow from the HR platform to your Payroll platform, i.e. this data connection is not bidirectional, and any changes made to by an employee via the employee portal in the Payroll platform will not flow through to your HR platform. We advise you to use the HR platform as your source of truth and employees make any needed changes via the HR platform.

Availability

Payroll Plan:   Standard   Premium

Getting started

Granting an employee access
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs employee portal access.
  4. Click the Employee Portal Access button.
  5. Click the Add button.
    Portal_1.jpg
  6. Enter the user's email into the Email Address field.
  7. Click the Save button.
    Portal_2.jpg

Maintain

Re-sending an invitation
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs an activation email re-sent.
  4. Click the Employee Portal Access button.
  5. Click the Resend Activation Email button.
    Portal_3.jpg
Deleting an employees access
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the employee who needs access removed.
  4. Click the Employee Portal Access button.
  5. Click the Delete button.
    Portal_4.jpg
  6. Click the Revoke Access button.
    Portal_5.jpg
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