Employee portal logins and invites
Give employees their own portal login from HR, invite everyone at once, and what happens when someone is separated.
Every employee can have a login to the Employee Portal, where they see only their own payslips, leave, attendance, 13th month, 2316 and contracts. They never see company pages or other employees.
Give one employee access
- HR › Employees › open the employee.
- Make sure they have an email on their record.
- In Employee portal, click Give portal access.
GodoERP creates a portal-only login and emails an invite: a link to set their own password. The link works once and expires after 7 days. If it expires, or they forgot their password, click Resend invite.
Give everyone access at once
HR › Employees › Give portal access to all. You first see a preview: who will get an invite, who already has a login, and who has no email (add one first). Tick who should get one, then click Send invites (the button shows how many).
The Employees list also has a Portal filter: Portal active, Staff + My payslips (staff logins with My HR), No login, No email, Disabled.
Staff who are also on payroll
An accountant, HR officer or manager who is also an employee keeps one login: their staff login, linked to their employee record. They get My HR in the menu (clock in, leave, payslips, 13th month, 2316) with their own records only. Link them in Administration › User Management: edit the user and choose the employee under Also on payroll?, or click Link where the list suggests a match by email. See Add users and set what they can do.
When an employee is separated
When HR enters a date separated, the portal login becomes view-only: they can still open and download payslips, 13th month and 2316, but can't clock in or file requests. After the period you choose, the login is disabled automatically:
- View-only for 1 year, then disabled (recommended)
- View-only for 6 months or 3 months, then disabled
- Disabled right away
Set this in Administration › User Management › Employee Portal tab.
Who can do this
Giving portal access needs the HR records permission. Employees only ever see their own records. See Employee self-service.