The Employee Portal brings together a number of utilities that allow you to manage a number of functions and activities related to your employment including leave application and a repository for important documents such as payslips and FS3s. To access the Employee Portal, go to the Dashboards tab, and click on Employee Portal.
Each function and activity is accessible through individual widgets on the portal's main screen. Widgets are like little apps as you would have on any modern smartphone without the need to open and close each widget to use it.
To see how to add widgets to the Employee Portal, click here (Note that this can only be done by the system administrator, or by users with the appropriate permissions).
Each widget has its own settings as well. These can be accessed by hovering the mouse over a widget. Buttons will show on the top right area of the widget. Settings may differ per widget, and depend on the permission level of the user (most settings can only be accessed by the administrator).
These buttons will allow you to modify widget settings, refresh the widget, minimize it, maximize it (to view further information or access another screen - much like a shortcut) or remove it. When hovering over the widget name, you may click, drag and drop the widget to re-order the Employee Portal as you please.
My Leave Year Planner
The My Leave Year Planner widget accommodates a calendar with your booked leave, for the leave types available, including any public holidays that fall within that time period.
The My Payslips widget saves payslips issued with each payroll. Only payslips issued since the introduction of Shireburn Indigo Payroll are available here.
The My FS3s widget saves FS3s issued at the end of each financial year. Only FS3s issued since the introduction of Shireburn Indigo Payroll are available here.
My Attachments is where any documents shared with you by your administrator are saved.
The Leave Balances widget allows you to quickly view remaining leave balances for leave types you are eligible for.
The whole gauge represents your collective leave entitlement for the leave type indicated by the gauge's title listed at the bottom section of the gauge. The gauge itself indicates leave taken, upcoming, pending, and remaining leave balances.
The green marker on the outer orange circle shows your ideal leave balance. The ideal leave balance is your leave balance worked out pro-rata against the number of days remaining until end of year.
The grey area indicates leave that has already been taken.
The blue area indicates upcoming leave requests that have already been approved. The size of the blue area is determined by the number of leave hours booked in relation to the entire yearly leave entitlement.
The light purple area indicates leave requests sent for approval but not yet approved. Once approved, they will show in light blue.
The dark purple area indicates your remaining leave balance until end of year.
Out of Office
The Out of the Office widget allows you to view who is out of the office, including any people on leave, sick leave, away, or on any of the approved types of leave. You can apply for leave, including sick leave, through the Out of the Office widget, and you can view how many people are away from the office using the Heat Map. The Heat Map helps you plan your leave while taking colleagues' leave into consideration, by giving you a visual representation of all booked leave for the year. The greener the date, the fewer people are on leave; the redder the date, the more people are on leave. You can choose what number of people on leave on the same day is to be considered 'hot', and therefore will be displayed in red, by adjusting the vertical thermometer on the right.
Staff Leave Balances
The Staff Leave Balances widget shows each employee that reports to you and their remaining leave balances. Detailed information about this widget can be found here.
The Clocking widget allows employees to clock in and out for their shift via the Employee Portal. More information about this widget can be found here.
The Scheduler widget shows the employee their shifts by daily or weekly view. It also shows their recorded clockings, if the setting to view these is enabled by the administrator. You can read more about the Scheduler widget here.