This article gives an overview of the Employee Portal Area and the controls available for Employee Portal Users.
Jump to
- Dashboard Overview
- Company Forms
- My Open Forms
- Update Profile
- Navigation menu
- Forms tab
- Files tab
- Contact Support
Additional Reading
Employee Portal Dashboard
The Employee Portal Dashboard sits at the very front of the Gatekeeper Employee Portal, Employee Portal Users will be routed to the Dashboard after logging in.
The Employee Portal Dashboard is designed to give users an overview of all Company Forms available for submission and an overview of all submitted Forms.
The Dashboard features 2 main modules:
- Company Forms
- My Open Forms
Company Forms
The Company Forms module displays a list of all forms that are available for submission via the Employee Portal.
Click here to learn how to create a form that is available to submit via the Employee Portal.
My Open Forms
The Open Forms module displays all active forms that have been submitted by the Employee Portal User and are awaiting approval.
You can sort your open forms as well as begin message threads with other parties involved in the form approval and see any unread messages that you have using the blue Mail icon next to the form name.
Tip: You can see an overview of all messages across your forms by clicking the mail icon in the top menu.
Select 'View More' to see what phase of the workflow your request is in and how many phases there are left for the request to go through.
Update Profile
Locating your Profile
Editing your Profile
Within the Profile Manager, users can edit and update their contact information. The profile data is available between Gatekeeper (Settings > Users) and the Employee Portal, any changes will sync between the two environments.
The Profile Manager consists of the following fields:
- *First Name
- *Last Name
- Job Title
- Telephone
- Mobile
*Mandatory
Other Navigation Tabs
There are 3 more tabs in the Employee Portal.
Forms Tab
This gives you a more in depth version of the My Open Forms section of the Dashboard, it allows you to search and filter your open forms.
Files Tab
This shows you all files that you have uploaded via the Employee Portal, along with their dates, any relevant expiry dates & the form that they were submitted through.
Just like the forms tab, you are able to sort and filter this tab.
Use the eye icon (visible when you hover over the file name) or the preview link (on the vertical ellipsis) to preview a document.
- Eye icon
- Vertical ellipsis
Contact Support
The Contact Support button enables users to submit a Support Ticket to the Gatekeeper Support Team for further assistance.
You can also find the Support Request link in the top menu alongside your message centre link
