Setting Up Employees to use the Portal

Note: The following is not applicable if you are not using AD for authentication.

To login to the Portal, users require an Email Address and a Password.

By default, the Portal is set up to authenticate against the email address stored in the software.

This can be found and updated in HR Record HR Record > Personal Details.


Ensure that each employee who is to use the Portal has a valid Email Address set up here.

You can then set up a Password for each employee individually or in bulk for many employees at once.

To setup a password for an individual employee, go to HR Record > Other > Office Directory.












Enter a Self Service Password, click Update and then click OK to finalise the change.

Note: When they first login to the Portal they can change the password to one of their own choice. It is recommended that they do so.