Section VIII: Portal
Employee Portal
Overview
- Employee Portal is used to provide employees with access to a wide range of information, tools, and self-service features related to their employment and the organization they work for and also the employee can view the DTR logs, Payslip, and 13th month.
Employee Portal
- Shows the information of the employee and also can view the leave balances
- The Employee can Change Password
- There are 9 tabs of employee portal
- DTR logs
- Overtime(OT) Application
- Leave Application
- Change Shift
- DTR
- Payroll
- Other Income Payslip
- Loan
- 13th Month
DTR Logs with Geotagging and Official Business Feature
- In the DTR logs tab the employee can add DTR logs.
- After the superadmin is done for the geolocation setup on the company and employee detail
(Company Setup Geotagging & Official Business Feature)
(Employee 201 Geotagging & Official Business Feature)
- Assumption: The employee already clicked the Add button on the upper right corner in the DTR logs Tab.
- Select DTR Application number
- Select Attendance Type
- Input Remarks
- Click Start Camera
- Click Capture Image
- Click Save button to add DTR log with Geolocation and Captured Image.
(Note: Make sure the DTR number should not be locked by the admin so that employees can access the DTR Application number in DTR logs)
- After recording their time in, the employee must repeat the process for their time out. Be sure to select the correct attendance type as ‘Out’ before clicking the Save button to ensure accurate records.
- in order for the Add button to be enabled again an EOD must perform first.
EOD (End of Day)
- DTR Logs
- Click Edit
- Click EOD
- After clicking the EOD button there is a message that “EOD Updated Successfully!”, and the Add button will be enabled.
DTR Logs without the geotagging feature
- Select DTR Application number
- Select Attendance Type
- Click Save
OT Application
- In the OT Application tab the employee can Add overtime application.
- Assumption: The employee already clicked the Add button on the upper right corner in the OT application tab.
(Note: Make sure the OT number should not be locked by the admin so that employees can access the Overtime Application number in Overtime Application)
- Select Overtime Application number
- Select Date
- Input OT Hours
- Input Remarks
- The Employee can Check the Checkbox Convert to Offset Credits
- Click Save button to add in overtime application employee table.
Leave Application
- In the Leave Application tab the employee can Add a leave application.
- Assumption: The employee already clicked the Add button on the upper right corner in the Leave application tab.
(Note: Make sure the LA number should not be locked by the admin so that employees can access the Leave Application number in Leave Application)
- Select Leave Application number
- Select Date
- Select Leave Type
- Check the Checkbox if Half Day or With Pay
- Input Remarks
- Click Save button to add in the leave application employee table.
Change Shift
- In the Change Shift tab the employee can Add a Change Shift.
- Assumption: The employee already clicked the Add button on the upper right corner in the Change Shift tab.
(Note: Make sure the CS number should not be locked by the admin so that employees can access the Change Shift number in Change Shift)
- Select Shift number
- Select Change Shift number
- Select Date
- Input Remarks
- Click Save button to add in the Change Shift employee table.
DTR
- In the DTR tab the employee can View, Download CSV and Print DTR logs.
- Assumption: The employee already clicked the View button on the left side in the DTR table.
- Can View DTR logs
- Can Download CSV file
- Can Print to PDF file
Payroll
- In the Payroll tab the employee can view Payroll Lines and Payslip.
- Assumption: The employee already clicked the View button on the left side in the Payroll table.
- Can view Payroll Lines
- Click View button to view payslip
- Can Download PDF file
- Can Print
Other Income Payslip
- In the Other Income Payslip tab the employee can view Other Income Payslip if the employee has another income.
- Assumption: The employee already clicked the View button on the left side in the Other Income Payslip table.
- View Other Income Payslip
- Can Download PDF file
- Can Print
Loan
- In the Loan tab the employee can view loan details.
- Assumption: The employee already clicked the View button on the left side in the Loan table.
13th Month
- In the 13th Month tab the employee can view the 13th month.
- Assumption: The employee already clicked the View button on the right side in the 13th month.
- View Other Income Payslip
- Can Download PDF file
- Can Print
