This article walks through the steps to enable the Employee Portal.
Estimated Read Time: 2 minutes
Note: Users require the Configuration Additional Permission to access the Employee Portal Configuration Area.
To enable the Employee Portal:
- From the navigation menu, expand the Modules option, then click Employee Portal.
- Enable the Employee Portal toggle.
This will then display the unique Employee Portal URL for your Gatekeeper tenant.
Note: This URL isn't editable, however URL forwarding can be used to set up a custom URL for the Employee Portal.
Add Employee Portal Administrators
Employee Portal administrators have access to an additional dashboard, allowing them to oversee use of the Employee Portal. This displays:
- The number of Employee Portal Only users.
- Which Workflows are actively enabled for Employee Portal forms, and how many Live cards exist on each.
- A list of all Open Forms and their status/progress.
Note: Only Global Administrators can be added as Employee Portal Administrators. This ensures that access to all contracts is not accidentally granted to unauthorised users.
To make a user an Employee Portal administrator:
- From the navigation menu, expand the Modules option then click Employee Portal.
- Click Add Administrator.
- Select a user from the dropdown list then click Create.
For a complete guide on setting up the Employee Portal, along with our best practice advice for getting the most of the module, see the Configure the Employee Portal.