Employee Portal Setup, Employee Self-Service Tab

Employee Portal Setup, Employee Self-Service tab is under System Manager ⇒ HRPro Setup, Employee Portal Setup

Enable Functions

You can check the check-box to enable that function in the Employee Portal. The corresponding function will not be available on the Employee Portal if the checkbox is not checked. 

Directory

Enable "Directory": When not turned on, the Directory will not be available on the Employee Portal. 

"Show Position on Directory", "Show Superior on Directory", "Show Photo on Directory", "Show Division on Directory" and "Show Location on Directory": Check or uncheck to show or hide these columns in the Directory.

Event Calendar

Enable "Event Calendar": When not turned on, the Event Calendar will not be available on the Employee Portal. 

Check the checkbox to show or hide this information. 

Mulitple Dates Leave indicator: It is the symbol ↔ that indicates the leave spans multiple dates.

Company Calendar

Enable "Company Calendar": When not turned on, the Company Calendar will not be available on the Employee Portal. 

Enable link to Leave Details on Company Calendar (Recommend No): When checked, hyperlinks are available on the Calendar and allow you to click to view the original Leave Applications/Leave Entries including remarks and attachments for all Leave Types (Be cautious about privacy).  When this option is unchecked, the setting will be controlled in individual Leave Type. 

Mulitple Dates Leave indicator: It is the symbol ↔ that indicates the leave spans multiple dates.

Update Personal Particulars

Enable "Update Personal Particulars": When not turned on, Update Personal Particulars will not be available on the Employee Portal. 

Instructions for "Update Personal Particulars":  This section outlines the guidelines and procedures for employees to follow when updating their particulars following company policy. 

Enable update "Photo": When not turned on, Photo is not allowed to update. 

Enable update "Bank Account No.": When not turned on, Bank Account No. is not allowed to update. 

Disable Email Notification to HR: When turned on, no email notification will be sent to the HR email address if the employee applies Update Personal Particular Application. 

Enable update "Qualifications and Skills" and "Employment History" requests: When turned on, the Qualifications and Skills and Employment History sections are available in Update Personal Particulars. 

Enable update...: When turned on, the User Defined Fields (except long text) in Employee Master are allowed to let the employee portal user request the update in the Update Personal Particulars function and approved by the Update Personal Particulars Approval function.

Payroll History

Enable "Payroll History": When not turned on, the Payroll History will not be available on the Employee Portal. 

Enable "Mid-Month Payroll History": When not turned on, the Mid-Month Payroll History will not be available on the Employee Portal.  

Allow viewing of unprotected payroll records that are set to complete: When enabled, payroll records marked as complete (in Payroll Record Amendment, Other Info Tab) will appear in Payroll History even if the payroll batch is not protected.

Maximum Number of Periods to display in Payroll History. Select the number of months of payroll History that will be displayed on the Payroll History screen.

Download IR56B/M

Enable "Download IR56B/M":  When not turned on, the Download IR56B and Download IR56M will not be available on the Employee Portal.  

Maximum Number of Years of Protected Batches to Display in Download IR56B/M. Select the number of years of protected batches that will be displayed on the Download IR56B and Download IR56M screens.

Roster Assignment

Enable "Roster Assignment": When not turned on, the Roster Assignment will not be available on the Employee Portal.  

Rosters can be assigned by either

• Superior (The Report to (Superior) of the Roster Employees are the person who assigns Rosters)

• Roster Administrator by Department (The employee that Is Roster Administrator in Employee Master, EPortal tab is turned on can assign rosters for his/her department)

• Roster Administrator by Division (The employee that Is Roster Administrator in Employee Master, EPortal tab is turned on can assign rosters for his/her division)

• Roster Administrator by Location (The employee that Is Roster Administrator in Employee Master, EPortal tab is turned on can assign rosters for his/her location)

Roster Assignment including Self: When turned on, the roster tables available to update in Roster Assignment in Employee Portal will include the Roster of the logged-in user. 

Allow Roster Assignment to create new roster Schedules: When turned on, users are allowed to create new roster schedules on the Roster Assignment screen. 

Enable Roster Assignment Export: When turned on, an Export to Excel button will be available on the Roster Assignment screen.

Team Roster

Enable "Team Roster": When not turned on, the Team Roster will not be available on the Employee Portal.  

Team Roster shows rosters of the

• same Superior

• same Department

• same Division

• same Location

depending on this dropdown option.

Subordinate

Allow Superior view Subordinate's Info: When turned on, Superior (Report to) of the Employee (and Superior's Superiors, up to 5 levels)  is able to view 

• • Subordinate Leave History

  • Subordinate Attendance Record

  • Subordinate Attendance Performance

  • Subordinate Profile

  • Subordinate Appraisal Result

New Hires

Allow new hires to log in: When enabled, this option allows new employees to access the Employee Portal even before their official join date. This feature is particularly useful for onboarding new hires, allowing them to update their personal particulars, explore the Company Library, and familiarize themselves with the company resources.

Welcome page for new hires: Upon logging in, new hires are greeted with a customizable Welcome page that introduces them to the functionalities of the Employee Portal.

The accessible functions for new hires include:

• Notice Board

• Company Library

• Essential Links

• Directory

• Update Personal Particulars

• Change Password

• Personal Options

This setup ensures that new employees can smoothly transition into their roles by accessing necessary information and tools ahead of their start date.