Workflow

Employee portal help index

Browse connected Britixo guides for employee portal.

10 connected guidesLive filterPermission-aware instructions
10 guides
Guide

Create or update employee portal access

Create or update employee portal accessConnect an employee to the implemented portal access role and manager.

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Guide

Configure portal area permissions

Configure portal area permissionsControl document viewing, payslip viewing and HR request submission separately.

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Activate or suspend portal access

Activate or suspend portal accessChange an employee portal-access record between active and suspended.

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Assign a manager to an employee

Assign a manager to an employeeCreate a line-manager, HR-manager, department-manager or approver relationship.

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Create a portal HR request

Create a portal HR requestCreate a profile, document, leave, timesheet, payroll or general HR request for an employee.

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Update a portal request

Update a portal requestMove a request to in progress, resolved, rejected or closed with a decision note.

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Preview the employee portal

Preview the employee portalReview the employee profile, access and request data exposed by the implemented preview.

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Preview the manager portal

Preview the manager portalReview the manager’s assigned team and portal requests.

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Review portal activity logs

Review portal activity logsReview portal access, request and manager-assignment activity by employee, entity, staff and date.

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Understand portal governance boundaries

Understand portal governance boundariesUnderstand that the supplied module provides an administrative portal framework and previews, not an independent public employee login route.

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