Manage employee portal settings and employee access for payroll-only users via payroll work

The Employee Portal Settings feature allows you to choose what payroll features an employee can access via their Swag app. For example, being able to clock in and out via Swag and their timesheet editing access level. These options allow you to tailor the employee portal to suit the employee requirements within your organisation.

Important

In order for an employee to clock in/out using the Swag app, the Use Timesheets option must be enabled for them.

Getting started

Grant employee access
  1. Log into your Employment Hero Payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Employee Portal Settings button.
  5. Click the Access tab.
  6. Select the employees that need access granted.
  7. Click the Grant Access button.
    Access_1.jpg

Editing data

Edit employee portal settings
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Employee Portal Settings button.
  5. Click the Settings tab.
  6. Choose from the following options:
    • Employees can edit their personal details.
    • Employees can update their profile picture.
    • Employees can edit their own bank account details.

    Important

    The Bank Accounts section in the employee's profile of the Swag app is not editable.

    • Employees can edit their own super fund details.

    Important

    The Super Funds section in the employee's profile of the Swag app is not editable.

    • Employees can apply for leave.
    • Employees can apply for expense reimbursements.
    • Employee can add and update their own qualifications.
    • Employees can override tax code when submitting expense claims.
    • Employees can complete the employee satisfaction survey.
    • Employee can set their own unavailability.
    • Unavailability must be entered at x days before it occurs.
    • Employees can view approved leave.
    • Employees can:
      • Not access timesheets.
      • View their own timesheets.
      • Only edit their own timesheets.
      • Only edit timesheets created via the kiosk.
      • Only edit Swag clock in/out timesheets.
      • Only edit timesheets created via the kiosk or Swag clock in/out
      • Create and edit all timesheets.
    • Show pay days in employee calendar.
    • Employees can clock in/out using Swag:
      • Capture employee photo when clocking in/out.
      • Allow employees to select a higher classification when clocking in.
      • Allow employees to apply rostered start/finish times when clocking in/out:
        • Employees can apply the roster start time up to x minutes before their shift is due to start.
        • Employees can apply the rostered end time up to x minutes after their shift ends.
      • Send employee reminder notifications:
        • X minutes after their rostered shift end if they have not clocked out.
      • Send employees a notification when their personal, bank account, or superannuation details are updated.
  7. Click the Save button.
    Portal_1.jpg
Editing an employee's email address
  1. Log into your Employment Hero Payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Employee Portal Settings button.
  5. Click the Access tab.
  6. Click the Edit button.
    Access_3.jpg
  7. Update the email address and click the Save button.
    Access_4.jpg

Removing data

Revoke an employee's access
  1. Log into your Employment Hero Payroll platform.
  2. Click the Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the Employee Portal Settings button.
  5. Click the Access tab.
  6. Select the employees that need access revoked.
  7. Click the Revoke Access button.
    Access_2.jpg

Watch the training video

portal_settings.png

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