HR Portal

Add Image to a Portal Page

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

Adding a form page

A form page appears as follows, and is the result of clicking on a page…

Adding a popup form

A popup (modal) form appears as shown in the screenshot below and is the result…

Adding a query/report page

As well as forms, queries/reports created via the query tool can be rendered/displayed on the…

Adding both amend and delete options

Below is an extract from a Menu File, and is an example of a page…

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…

Adding option to delete a record

To setup a page to enable users to delete a record from the database, you…

Amending HR Portal Queries

The HR Portal is usually split into two sections: Self Service and Authorised User. Self…

Amending HR Portal Roles

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

Company Documents

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

Creating a Reject Reasons Form

A reject reasons form is a form that contains a list of reasons an authorised…

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…

Find the reference of a query/form linked to a portal page

To identify the reference of a form or query on a page, you can hover…

Form Builder

This section provides documentation on how to configure forms for the self service and candidate…

Hide a Page in the Portal

This guide describes how to hide a portal page from view, and how to enable…

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 change button text of authorise and reject buttons

On pages that allow an authorised user to authorise or decline requests, you may want…

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 Employee as a Portal Administrator

In order to be a Portal Administrator you must first be setup as an Authorised…

Setting up Employees as Authorised Users (Line Managers)

When we discuss Authorised Users we are referring to users that have responsibility for a…

Setting Up Employees to use the Portal

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

Web Service Installation Instructions

The Web Service (WS) is used to facilitate the transfer of information between the database…