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.

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.
Enable "Sign in with Google": Refer to How to enable "Sign in with Google" for setup instructions. To authenticate successfully, the Google Account email used for login must match an entry in the Employee Master—either under the Email or Personal Email field.
Enable "Sign in with Microsoft": Refer to How to enable "Sign in with Microsoft" for setup instructions. The Microsoft Account email used for login must be listed in the Employee Master, either under the Email or Personal Email field, to ensure successful authentication.
Enable Active Directory Authentication: Refer to "How to Enable Active Directory Authentication for Employee Portal Login" for setup instructions.

Enable 2-Step Verification: This feature applies exclusively to traditional Employee Portal logins using User ID and Password. It becomes active only when 2-Step Verification is set to "Enable" within the Personal Options (EPortal).

EPortal Password: This field stores the user's Employee Portal password. If the "Show EPortal Password in Employee Master" option is enabled in Master Setup, the actual password will be visible; otherwise, it will appear masked as asterisks (*****).

Feature Visibility

Show "Company Library": Effective only when "Enable Company Library" is activated in Employee Portal Setup, Employee Self-Service Tab.
Show "Directory": Effective only when "Enable Directory" is activated in Employee Portal Setup, Employee Self-Service Tab.
Show "Company Calendar": Effective only when "Enable Company Calendar" is activated in Employee Portal Setup, 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, Leave Application Tab.
Show "Subordinate Leave History": Effective only when "Enable Subordinate Leave History" is activated in Employee Portal Setup, Leave Application Tab.
Show "Event Calendar": Effective only when "Enable Event Calendar" is activated in Employee Portal Setup, 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, Employee Self-Service Tab.
Show "Attendance Record": Effective only when "Enable Attendance Record" is activated in Employee Portal Setup, Employee Self-Service Tab.
Show "Subordinate Attendance Record": Effective only when "Enable Subordinate Attendance Record" is activated in Employee Portal Setup, Attendance tab.
Show "Subordinate Attendance Performance": Effective only when "Enable Subordinate Attendance Performance" is activated in Employee Portal Setup, Attendance tab.
Show "Subordinate Profile": Effective only when "Enable Subordinate Profile" is activated in Employee Portal Setup, Employee Self-Service Tab.
Show "Update Personal Particulars": Effective only when "Enable Update Personal Particulars" is activated in Employee Portal Setup, Employee Self-Service Tab.
Disable "Payroll History": Effective only when "Enable Payroll History" is activated in Employee Portal Setup, Employee Self-Service Tab.
Show "Mid-Month Payroll History": Effective only when "Enable Mid-Month Payroll History" is activated in Employee Portal Setup, Employee Self-Service Tab.
Show "Download IR56B/M": Effective only when "Enable Download IR56B/M" is activated in Employee Portal Setup, Employee Self-Service Tab.
Show "Team Roster": Effective only when "Enable Team Roster" is activated in Employee Portal Setup, Employee Self-Service Tab.
Show "Roster Assignment": Effective only when "Enable Roster Assignment" is activated in Employee Portal Setup, Employee Self-Service Tab.
Show "Roster Import": Effective only when "Enable Roster Import" is activated in Employee Portal Setup, Employee Self-Service Tab.

User Permissions and Roles

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.
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.
Allow Mass Approval: If turned on, the Approver's Mass Approval function is available.
Disallow view Salary in Subordinate Profile: When enabled, the Salary section will be hidden from Subordinate Profiles.
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.

Email Notification

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.

Other Settings

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.

Show on Directory: If turned on, this employee will be shown on Directory in the Employee Portal.
Show Mobile Phone on Directory: If turned off, this employee's Mobile Phone will not be shown in the Employee Portal's directory.

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 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.

Approvers

Approvers 1 to 5: These approvers have the authority to review and manage different facets of an employee's responsibilities. They can be designated for specific:

Depending on the context, each approver may handle one or more of these categories.

Approval Workflow

Default: The settings configured in Employee Portal Setup, Leave Type, Expense Type, or Time Correction Type will be applied. The following options will override this default setting.
Any Approver: Sends an email notification to all approvers. The application for Leave, Expense, Time Correction, or Overtime Compensation will be approved if at least one approver grants approval.
All Approvers: Sends an email notification to all approvers. The application requires approval from every designated approver before it is processed.
By Level: Sends the email notification to the first approver. Once approved, the email is forwarded to the second approver, continuing in sequence until final approval is granted.
Self-Approval: All kind of applications are automatically approved without requiring review or approval from an approver.

CC List

Apply Email CC List (Applicant Email): When specified, this distribution list is added to the CC field of the email notification sent to the applicant upon application submission.

Apply Email CC List (Approver Email): When specified, this distribution list is added to the CC field of the email notification sent to the approver upon application submission.

Apply Update Personal Particulars CC List: When specified, this distribution list is included in the CC field of the email notification sent to the HR Email Address when an application is submitted.

Approved Email CC List: When specified, this distribution list is added to the CC field of the email notification sent to the approver once the application is approved.

(You can use either a comma (,) or a semicolon (;)to separate the email addresses in the list.)

Delegation

Approval Role Delegated To: Specifies the individual who is authorized to act on behalf of the original approver during the delegation period. This person will receive and process approval tasks assigned to the original role. For details on how to use this feature, refer to Defining "Approval Delegation".

Delegation Period: Specifies the duration for which the delegation is valid.

Appraisal

Appraisal Feedbacker: Up to three Appraisal Feedbackers can be assigned to provide feedback on an appraisal. To enable this feature, activate Feedbacker Feedback in the Workflow panel of the Appraisal Template. Refer to Appraisal Feedbacker Feedback.