Grant Employee Portal access to employees on the Payroll platform

Available for the following Payroll classic plans: Essentials, Standard, Premium
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. 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.

Important

If you are an HR+PY connected client, from October 2023, you will be notified about our new integrated feature where HR will be your source of truth for all Leave settings. If you have been migrated to the new platform, then refer to the following article for leave management: How do I manage leave? | HR Platform.

Getting started

Grant an employee access
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the name od the employee who needs to have employee portal access granted.
  4. Click the Employee Portal Access button.
  5. Click the Add button.
    Access__UK__1.jpg
    While you will stay on the same page, new information under the title Grant User Access will now appear.
  6. Enter the user's email address in the Email Address field.
  7. Click the Save button.
    Access__UK__2.jpg

Manage data

Re-send an invitation
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on 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.
    Access__UK__3.jpg
Delete an employee's access
  1. Click the Employee menu.
  2. Click the List submenu.
  3. Click on the name of the employee who needs to have the Employee Portal access removed.
  4. Click the Employee Portal Access button.
  5. Click the Delete button (the red x).
    Access__UK__4.jpg
  6. On the Revoke acces? window that will now have appeared, click the Revoke Access.
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