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Grant Employee Portal access to employees on the Payroll platform

Available for the following Payroll plans: Standard, Premium

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 the HR platform to your Payroll 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 platform will not flow through to your HR platform. We advise you to use the HR platform as your source of truth and have employees make any needed changes via the HR platform.

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 access to the Employee Portal.
  4. Click the Employee Portal Access button.
  5. Click the Add button.
    Access__SG__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__SG__2.jpg

Manage data

Resend 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__SG__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 their Employee Portal access removed.
  4. Click the Employee Portal Access button (the red x).
  5. Click the Delete button.
    Access__SG__4.jpg
  6. On the Revoke access? confirmation window that will have now appeared, click the Revoke Access button.
    Access__SG__5.jpg
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