Available for the following Payroll plans: Free Payroll (Limited), Core Payroll (Limited), Managed
Available for the following user access levels: Admin
An employee portal is an online employee engagement platform that puts a range of payroll services at the employee's fingertips. 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 flows from Employment Hero to your Payroll Classic platform, but not vice versa. In other words, the data connection between the two platforms is not bidirectional: any changes made by an employee via the Payroll Classic platform's employee portal will not sync to your Employment Hero. We therefore advise employers to use Employment Hero as their source of truth and encourage their employees to make any necessary changes via Employment Hero.
Getting started
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Employee Portal Settings button.
- Click the Access tab.
- Select the employees that need access granted.
- Click the Grant Access button.
Important
If an employee is given Rota Access through Permissions in Employment Hero, then they are also given employee access in the payroll platform.
Editing data
- Log into your Employment Hero Payroll platform.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Employee Portal Settings button.
- Click the Settings tab.
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Choose from the following options:
- Employees can edit their personal details.
- Employees can update their profile picture.
- Employees can edit their own bank account details.
Important
The Bank Accounts section in the employee's profile in the Employment Hero Work (EH Work) app is not editable.
- Employees can apply for leave.
- Employees can apply for expense reimbursements.
- Employees can add and update their own qualifications.
- Employees can override tax code when submitting expense claims.
- Employees can complete the employee satisfaction survey.
- Employee can set their own unavailability.
- Unavailability must be entered at x days before it occurs.
- Employees can view approved leave.
- Employees can:
- Not access timesheets.
- View their own timesheets.
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Only edit their own timesheets.
Important
Employees can only create and edit timesheets created via their employee portal or EH Work app. They cannot edit timesheets created via the kiosk, Clock Me In (the app for which is downloadable for iPad users on the App Store), or the clock in/out functionality within the EH Work app.
- Only edit timesheets created via the kiosk.
- Only edit EH Work clock in/out timesheets.
- Only edit timesheets created via the kiosk or EH Work clock in/out
- Create and edit all timesheets.
- Show pay days in employee calendar.
- Employees can clock in/out using EH Work:
- Capture employee photo when clocking in/out.
- Allow employees to select a higher classification when clocking in.
- Allow employees to apply rotaed start/finish times when clocking in/out:
- Employees can apply the rota start time up to x minutes before their shift is due to start.
- Employees can apply the rotaed end time up to x minutes after their shift ends.
- Send employee reminder notifications:
- X minutes after their rotaed shift end if they have not clocked out.
- Send employees a notification when their personal, bank account or pension details are updated.
- Click the Save button.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Employee Portal Settings button.
- Click the Access tab.
- Click the Edit button.
- Update the email address and click the Save button.
Removing data
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Employee Portal Settings button.
- Click the Access tab.
- Select the employees that need access revoked.
- Click the Revoke Access button.
Explore related content
- How do I manage Employee Groups in the Payroll classic platform? This feature to add a new group to your platform and specify the criteria that an employee needs to meet to be part of the group.
- How do I enable and manage two-factor authentication (2FA) via the Payroll classic platform? This feature allows you to make it mandatory for any manager and employee on your Payroll classic platform to set up and use two-factor authentication.