Payroll platform: Employee portal access management

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 Management feature allows you to grant access in bulk to employees who need to use the Payroll self service portal. You can also use this feature to edit an employee's access email and revoke 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 access to the employee portal
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Employee Portal Settings button.
  4. Click the Access tab.
  5. Select the employees that need access granted.
  6. Click the Grant Access button.
    Access_1.jpg

Maintain

Editing an employee's email address
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Employee Portal Settings button.
  4. Click the Access tab.
  5. Click the Edit button.
    Access_3.jpg
  6. Update the email address and click the Save button.
    Access_4.jpg
Revoking access to the employee portal
  1. Click the Business Settings menu.
  2. Click the Payroll Settings submenu.
  3. Click the Employee Portal Settings button.
  4. Click the Access tab.
  5. Select the employees that need access revoked.
  6. Click the Revoke Access button.
    Access_2.jpg

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