Table of Contents
Introduction
The Employee Portal is a self-service module in Indigo that allows employees to consult important company information and perform a set of actions, such as:
Checking their leave balances
Requesting time off and overtime
Clocking in and out
Viewing their assigned schedules
Checking who is away
Uploading, downloading and consulting company documentation
Viewing and downloading their personal FS3s and Payslips
Keep reading to learn how to set up the Employee Portal for your employees in three steps. 👣
Step 1: Insert each employee's work email address
Go to HR > Employees.
Select the required employee from the grid.
Click ✏️ Edit.
Insert the relevant email address in the Work Email field in the 'Contact Details' section. This address will also be the employee's login name when accessing Indigo's Employee Portal.
💡 Tip: You can insert employee work emails in bulk by using the import functionality with Excel.
🗒️ Note: This email address is where the employee will receive their 'Welcome to Indigo' email (see Step 3), notifications for leave approvals, and other system-related messages.
Step 2: Set up the Organisation Chart
The next step is to set up your leave organisation chart. Follow this article to find out how.
Please note that the organisation chart in Indigo strictly determines who can approve leave and for whom. That's why all employees, including subordinates, must be in the chart, and not just the leave authorisers.
🤔 Remember: the Indigo organisation chart might differ from the real organisation of your company.
Step 3: Create user accounts and invite employees to the Portal
Once the above steps are done, you can send the 'Welcome to Indigo' email to your employees. This must be done for one employee at a time.
When the user receives the welcome email, they will be asked to create a password for their Employee Portal.
💡 Tip: We have an article that describes how you can link employees to new user accounts so that they can start using the Indigo Employee Portal.
If you would like in-depth training and tutorials on how to set up and use the Employee Portal, we kindly invite you to register for our free and on-demand Indigo Training videos.
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