Engagement: Employee Portal: Theme

How to get there: Admin | Engagement | Theme

The look and feel of the Employee Portal can be changed to match with a company’s corporate branding. Some clients may run different trading names or branded services from one system, making it important that their employees can see the branding of the company that they work for. From within Portal Themes, branding is defined for Business Units.

see Setup | Business Unit for more information.

On opening this part of the system, a summary of the existing themes are shown. Either an additional new theme can be added, by clicking on the Add button, or an existing theme can be edited by clicking on its respective row.

Screen Layout and Fields

Name	Name of the theme given to identify it
Business Units	The names of the Business Units that will use the theme
Is Default	When ticked, this indicates that the theme will be used by default where a Business Unit has not been defined within the Employee Portal URL

Screen Actions

Back	Return to previous page
Add	Select Add at the top of the screen to create a new theme
Row	Select a row if you wish to view/edit an existing theme

Add or Edit a Portal Theme

By clicking either option, a screen will be shown that will allow the maintenance of the Portal Theme.

The screen is split into two areas. The settings are updated in the left hand side and a preview of the settings is shown
on the right.

Screen Layout and Fields

Choose a File	Click to select a logo to use
Upload Image	Click to upload the selected image
Name	Name of the theme
Is Default	Indicates that the theme is used by default where no Business Unit is defined within the Employee Portal URL
Business Units	Press the [...] button to select the Business Units that will use the theme. A theme can also be selected from the Business Units screen and will also be shown here see Setup \| Business Unit for more information
Font Family	Press the square button to select the Font Family to use from the list:

All of the following color options are available by entering the # code is the space provided, or by selecting the square color preview buttons to the right:

Header background color	Top heading bar background color
Header color	Top heading bar text color
Bar background color	Announcement bar background color
Bar color	Announcement bar text color
Icon background color	Icon background color
Icon color	Icon text color
Main background color	Main background area color
Text color	Text color
Error color	Error message text color
Textbox color	Text field color
Notification background color	New item notification background color
Notification color	New item notification text color
Corners	Drop-down list of Square, Rounded or Circular icon shape

Screen Actions

Back	Return to the theme summary
Save	Save any changes
Delete	Delete theme