Amending HR Portal Queries

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

Self Service – This section focuses on the employee’s data and employee’s requests. In this section an employee can view and update their own details and they are able to submit requests, such as booking annual leave. To set up an employee as a self-service user, you simply need to assign them a login (e.g. email and password).

Authorised User – This section is available to users that have responsibility for a team of people, such as a line manager. In addition to the functions offered in Self Service, an authorised user can also view their team members’ personal details and authorise or reject requests from their team.

The same rule applies to HR Portal queries, there are Self Service queries and Authorised User queries.

You can edit your HR Portal queries from one of the following areas in the Windows Application:

System Setup > HR Portal > Self Service

System Setup > HR Portal > Authorised User

Once you have selected one of the above menu options you will be presented with a screen similar to the below, with two options at the top. Me, and Other Users. To view other users’ queries, select the Other Users option.

You can edit a query by selecting one from the list and clicking the Edit button.

Guidance on amending queries can be found in the Queries sub section, located in the How To section of the help site, here.

To rearrange the columns of a query from this view, guidance on this can be found here.