Employee Master, EPortal tab
EPortal Tab is under Master ⇒ Employee Master.
EPortal Tab is to define various options for Employee Portal of this Employee. EPortal tab is visible only when Employee Portal module is installed.
Menu Items
Access Control
Enable Login: If turned off, the employee cannot log in to the Employee Portal.
Enable WebLeave: If turned off, the employee cannot access the WebLeave menu items.
Feature Visibility
Show "Company Library": Effective only when "Enable Company Library" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Directory": Effective only when "Enable Directory" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Company Calendar": Effective only when "Enable Company Calendar" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Leave Application": If turned off, the employee cannot apply for leave.
Show "Leave History": Effective only when "Enable Leave History" is activated in Employee Portal Setup under the WebLeave tab.
Show "Subordinate Leave History": Effective only when "Enable Subordinate Leave History" is activated in Employee Portal Setup under the WebLeave tab.
Show "Event Calendar": Effective only when "Enable Event Calendar" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Time Correction Request": If turned off, the employee cannot apply for an In/Out Time Correction Request.
Show "Expense Claims Application": If turned off, the employee cannot apply for expense claims.
Show "Overtime Compensation Application": If turned off, the employee cannot apply for overtime compensation.
Show "Punch Card": Effective only when "Enable Punch Card" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Attendance Record": Effective only when "Enable Attendance Record" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Subordinate Profile": Effective only when "Enable Subordinate Profile" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Update Personal Particulars": Effective only when "Enable Update Personal Particulars" is activated in Employee Portal Setup under the Employee Self-Service tab.
Disable "Payroll History": Effective only when "Enable Payroll History" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Mid-Month Payroll History": Effective only when "Enable Mid-Month Payroll History" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Download IR56B/M": Effective only when "Enable Download IR56B/M" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Team Roster": Effective only when "Enable Team Roster" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Roster Assignment": Effective only when "Enable Roster Assignment" is activated in Employee Portal Setup under the Employee Self-Service tab.
Show "Roster Import": Effective only when "Enable Roster Import" is activated in Employee Portal Setup under the Employee Self-Service tab.
Other Settings
Feature Visibility
Show Leave Balance: If turned off, the Leave Balance will not be shown.
Show Expense Balance: If turned off, the Expense Balance will not be shown.
Administration Rights
Is Notice Board Administrator: If turned on, the employee can maintain (add, change, delete) the notice board using Notice Board Maintenance.
Own Department Only: If turned on, this administrator can maintain notices for their department.
Own Division Only: If turned on, this administrator can maintain notices for their division.
Own Location Only: If turned on, this administrator can maintain notices for their work location.
Is Roster Administrator: If turned on, and "Roster is assigned by the Roster Administrator by department/division/location" is enabled, the employee can perform Roster Assignment.
On Behalf Actions
Allow On Behalf Leave Application: If turned on, the employee can apply for Leave Applications (including In/Out Time Correction Requests) on behalf of any employee.
Allow On Behalf Time Correction Request: If turned on, the employee can apply for Time Correction Requests on behalf of any employee.
Allow On Behalf Expense Claims Application: If turned on, the employee can apply for Expense Claims on behalf of any employee.
Allow On Behalf Overtime Compensation Application: If turned on, the employee can apply for Overtime Compensation on behalf of any employee.
Own Department Only: If turned on, the employee can apply on behalf of their department.
Own Division Only: If turned on, the employee can apply on behalf of their division.
Own Work Location Only: If turned on, the employee can apply for their work location.
Approval Settings
Allow Mass Approval: If turned on, the Approver's Mass Approval function is available.
Suppress Email Notification for Approval: If turned on, email notifications requiring approval will not be sent.
Suppress Email Notification for Application: If turned on, email notifications for submitted applications will not be sent.
Calendar Settings
Force Calendar Shows Birthday: If turned on, employees can see birthdays on the Event Calendar and Company Calendar, even if those options are turned off.
Logout Behavior
Logout Return to Home Page: If turned on, logging out will return the employee to the Home Page rather than the Login Page. This is useful for approvers needing to log in to different companies.
Compensation Settings
Disallow Overtime Compensation by Compensation Leave: If turned on, ensure "Allow Overtime Compensation by Compensation Leave" is checked in the Employee Portal Setup. This option prevents compensation by Compensation Leave for employees without this setting.
Disallow Overtime Compensation by OT Pay: If turned on, ensure "Allow Overtime Compensation by OT Pay" is checked in the Employee Portal Setup. This option prevents compensation by OT Pay for employees without this setting.
Security Settings
Enable Active Directory Authentication: See "How to Enable Active Directory Authentication for Employee Portal Login" for usage details.
Enable 2-Step Verification: Applicable only when 2-Step Verification is set to Enable in Personal Options/Employee Master in Employee Portal Setup, General tab.
Password Visibility
EPortal Password: Shows the actual password instead of asterisks (*****) if "Show EPortal Password in Employee Master" is checked in Master Setup.
Approval Setting
If the Approval Workflow (all approvers, any approvers or by level) is not Default, it will overwrite the settings defined in Employee Portal Setup or Leave Type.
CC List
If the Apply Email CC List (Applicant Email) is specified, the distribution list will be included in the carbon copy (CC) of the email notification sent to the applicant when the application is submitted.
If the Apply Email CC List (Apprpver Email) is specified, the distribution list will be included in the carbon copy (CC) of the email notification sent to the approver when the application is submitted.
If the Apply Update Personal Particulars CC List is specified, the distribution list will be included in the carbon copy (CC) of the email notification sent to the HR Email Address when the application is submitted.
If the Approved Email CC List is specified, the distribution list will be included in the carbon copy (CC) of the email notification sent to the approver when the application is approved.
(You can use either a comma (,) or semicolon (;)to separate the email addresses in the list.)
Delegation
For usage of Approval Role Delegated to, please see Defining "Approval Delegation".
Appraisal
Appraisal Feedbacker can provide Appraisal Feedbacker Feedback for the Appraisal. You can define up to 3 Feedbackers and turn on the Feedbacker Feedback in the Appraisal Template, Workflow panel.