Engagement: Employee Portal: Portal Settings

Select to return to previous page

Revert to the unsaved state

Save the setting changes

Select to gives the employee an option to confirm all of their duties weekly, instead of individually

Enter a number here and that will be the maximum number of days in advance of the Start date that an employee can say that they are available to work e.g. if set to 20, the employee will only be able to set their availability for up to 20 days in advance of the start date. If the number of days between the start and end date exceeds this, an error message is displayed. When 20 days is set the message will be " check the date range. You may select a range of 20 days only"

Will display a location map when the Employee selects duty in their diary and have pressed the map hyperlink

Enter the URL of you web map provider here. By default, this is set to Google Maps

Select to ensure that those duties that run over night are only shown on the start day

Enter a number here to indicate the maximum number of days in advance of the Start date that an employee can search for work i.e. if this is set to 50 days, if an employee tries to search for work using a range that exceeds 50 days they will receive an error message. In the case of 50 days this would be " check the date range. You may select a range of 50 days only"

Select to search across all branches when searching for work

Select branch or branches to exclude from an searches for work across
multiple branches

Select to search across all branches when searching for events related work

Select branch or branches to exclude from searches for event work across
multiple branches

When an employee is set up, if this option is selected, automatically a user ID and password will be created and sent to them for use in the portal, based on the Process from date. i.e. if a a user ID and password have not been created for a user after the Process from date, then create them a new user ID and password for the portal automatically

Select a data from which to process an automatic activate updates i.e. the date from which any users without Employee Portal IDs/passwords will have them automatically generated for them

The role that will by default be allocated to an employee when their portal access is automatically activated

The branch that will by default be allocated to an employee when their portal access is automatically activated

Will give the employee a view of their holiday entitlement and their holiday requested for the previous year. Some clients may hide this as the focus is normally on the current year

Will give the employee a view of their holiday entitlement and holiday requested for the current year

Will give the employee a view of holiday entitlement and holiday requested for the forthcoming year

Only, used with the Absence Management Module, when the Employee books a holiday through the portal, they will be asked to enter the number of days or hours in duration that they wish to take. For example, a week is booked but only 5 days entitlement will be paid for the duration

Enables the employee to request holidays on the portal for the current year

Enables the employee to request holidays on the portal for next year

Select from the drop-down list the maximum size that a single document can be for uploading. A lower number will improve the performance of the Web Client when loading screens that show these files for example the employee picture

Select to be able to make uploads to employees that have been terminated

Tick this box to enable 2FA (Two Factor Authentication). When enabled, an employee sends a request to the system for an access code. The access code is sent to the employee by email. When the user logs into the Employee Portal, they then use this access code alongside their user name to secure access. This significantly improves security

Enter the number of days that a terminated employee can gain that to the Employee Portal (be that on a read only basis) after their termination date (so that they can, for example, download content such as their payslip)