Employee Portal Access

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You can now bulk manage access to the employee portal. These new employee portal management features will allow you to quickly see the status of your employee portal accounts and then bulk update them to quickly give your employees access to powerful features such as:

  • Online Pay slips
  • Leave management
  • Submitting timesheets
  • Editing details online
  • Shift Acceptance
  • Submitting Expenses

To get started using the employee portal access features, simply follow these steps:

  • Go to the 'Payroll Settings' tab (QBO users, first click on the Employees option on the left side menu of the QBO dashboard, then the payroll settings tab), click the 'Employee Portal Settings' option under the business management heading

QBO users get to Payroll Settings by clicking on the ‘Payroll Settings’ button:

  • You will now see a list of all the employees and the current status of their employee portal access

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    The key statuses are:

    • Eligible for access – the employee has supplied an email address and can be granted access to the employee portal
    • No email supplied – the employee hasn’t supplied an email address and cannot be granted access to the employee portal
    • Access Granted – the employee has supplied an email address and access has been granted to the employee portal
  • If you wish to grant access to one or more employees, simply select the check box next to their name and click the “Grant Access” button

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  • If you wish to revoke access, click on the check box next to the employees names that you wish to revoke access to and then click the “Revoke Access” button

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  • If you wish to edit or add an email address for an employee simply click on the blue edit button in the email column and enter the email address for the employee. Once an email address has been supplied you can grant that employee access

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If you would like to see a video tutorial for this, click on the link below:

 If you have any questions or feedback on the employee portal access features, please let us know via support@yourpayroll.com

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