Employee portal
The employee portal, at /portal on your domain, is where staff look after their own HR without the admin console. Everything a manager sets up in Staff and HR appears here for the person it concerns.
Signing in
Staff sign in with their work email and the portal password set on their HR profile. Leave the password blank on a profile to block portal access. Under Security, an employee can:
- set a numeric PIN for quick sign-in on a device they mark as remembered,
- turn on two-factor sign-in with an authenticator app.
The portal uses its own session, separate from the admin console. An employee can only read and change their own records, even if they also have an admin account.
What staff can do
- Schedule and timesheets: see their shifts, submit hours, and post a shift swap.
- Time off: request leave and follow its approval. Balances count approved requests.
- My tasks: change status, log time and add notes on assigned tasks.
- Pay: view pay details and download payslips, see benefit enrolment, request a pay advance and submit expense claims.
- Training: complete assigned courses and quizzes.
- My assets, documents, handbook and knowledge base: acknowledge assigned equipment and documents, and read company material.
- News, events, perks, recognition, the staff directory and the suggestion box.
Requests made here (time off, timesheets, expenses, advances, swaps and suggestions) appear in the matching HR screen for a manager to act on.