Employee self-service

Give employees a place to check their information, request leave and complete routine HR actions.

Needs: Pro · HR

Create the employee portal with [employee_portal] on a page. It is separate from [client_portal], even when a person has both an employee profile and a customer relationship.

Set up and test the page

Add the shortcode, review the page's access rules and test with an ordinary employee account linked to the correct profile. In Settings → HR Welcome Email, check the introduction and portal link before inviting staff.

Depending on configuration, employees can see their profile, leave balances and requests, attendance, performance information, documents, announcements, resources, notification preferences and equipment requests. Managers may have additional team and approval functions.

Use the portal day to day

Review your details and use the allowed edit or correction route for anything wrong. Before requesting leave, check the balance and inclusive dates. Keep attendance times accurate, review documents or training that need attention and read current announcements.

For an equipment request, explain the business need and follow its approval and fulfillment status. Submitting the request does not mean inventory has already been assigned. Managers should make decisions through the actual approval queue.

If the page is empty or unavailable

Check that HR is enabled and that the signed-in account is linked to the intended employee profile. Then check the shortcode, page access and account permissions. Ordinary self-service should not require giving the employee HR administration rights.