HR Portal

Add Image to a Portal Page

Adding an Image to a Portal Page First, add the image to the document store…

Adding Links to Content Pages in the HR Portal

To add a link to a page, navigate to the Admin section of the Portal…

Adding new content pages to the Portal

Users with Administrative Access to the Portal can add additional pages to the Portal site.   Log in…

Amending HR Portal Roles

Amending Portal Roles   To amend portal roles of a Portal user, find their HR…

Amending the Filter for Drop Down Items on a Form

Amending Forms   Go to System Setup > HR Portal > Form Builder This is…

Company Documents

To create a new Company Document, go to System Setup > Housekeeping > Company Documents….

Edit Text on an Existing Page

Users with Administrative Access to the Portal can change the Textual Content of an existing Portal page. It is…

How Employees Change their own Password

Portal users can change their own login Password by logging into the Portal and selecting Change Password on…

How to Enable Employees a View of Entitlement in Hours

This guide focuses on enabling portal users a view of holiday entitlement in hours. By…

Locking the Portal for Payroll Purposes

You may wish to lock the Portal for payroll purposes. This is so that once the…

Re-sequence the columns on a grid

To reorder grid columns for Queries in the Portal, i.e Start Date column moved to before End Date column: – You…

Setting a Password for an Individual User

In the software, select HR Record > Other >  Office Directory. Enter the Password for this user. Click Update. Click Yes to confirm…

Setting up an Alternative Authoriser

You can set up an alternative authoriser to the line manager on the portal by…

Setting up an Employee as a Portal Administrator

A Portal Administrator can change the text content of the Portal pages, add document links and add pages…

Setting up Employees as Authorised Users (Line Managers)

To set up a Line Manager: Select HR Record > Employment > Duties. Select Line Manager and Authorised User (HR Portal). This will…

Setting Up Employees to use the Portal

Note: The following is not applicable if you are not using AD for authentication. To login to…

Setting up Passwords for Multiple Users

Create a csv file of your users and their passwords.   Create a file of…

Upgrading the REST Web Service

Upgrading the REST Web Service   Below are the steps required to upgrade the REST…