Module Navigation

Quick Links/My Preferences Configuration for Employee Portal of Core HR

The Quick Links tab allows you to select the links that will appear under the Quick Links section of the Employee Portal.

Navigating to Quick Links for the Employee Portal
  • Expand Setup and click Setup Properties from the menu.

    CHR_-_Setup_-_Compliance_-_Menu_-_01.png

  • Hover over 'Employee Portal Setup' and click Employee Portal.

    CHR_-_Setup_Properties_-_Employee_Portal_Menu_-_01.png

  • Click the Quick Links tab.

    CHR_-_Employee_Portal_-_Tabs_-_Quick_Links_-_00.png

Employee_Portal_-_Quick_Links_-_00.png

What Employees See

If using the 'New Dashboard' theme, employees can view the options from the 'Information' page.

  • Click Information from the menu.

    CHR_-_Employee_-_Portal_-_Menu_-_01.png

  • There should be a section of the page titled 'My Preferences'.

    My_Preferences_-_01.png

Configuration Options

Language Preferences

Allows the Employee to switch from English to Spanish as their language preference.

When language preferences are set to Spanish, the translation of the employee portal page is based on the Theme you have selected from the 'Themes' tab. Any portal links, company links, documents, etc. will not be included in the translation (beyond the title on the employee portal page).

What Employee See

The employees will see the following page when clicking the 'Language Preferences' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_Language_-_00.png

Update My Skills

Allows your employee to update their skills from the 'Information' page of the Employee Portal. The skills listed will be dependent on what has been set up for the Performance Management of Core HR.

What Employee See

The employees will see the following page when clicking the 'Update My Skills' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_My_Skills_-_00.png

View Current Coverages

Allows your employee to view their coverages from the Employee Portal. Requires the 'Benefits Management' module for Core HR.

What Employee See

The employees will see the following page when clicking the 'View Current Coverages' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_My_Current_Coverages_-_00.png

FAQ

Allows the Employee to view frequently asked questions from the Employee Portal.

What Employee See

The employees will see the following page when clicking the 'FAQ' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_FAQ_-_00.png

Employee Directory

Allows the Employee to access the employee directory to search for colleagues in the system from the Employee Portal.

What Employee See

The employees will see the following page when clicking the 'Employee Directory' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_Employee_Directory_-_00.png

Payment History

Allows the Employee to view a list of payment records associated with their account from the Employee Portal. Requires the 'Payroll Services' of Core HR.

What Employee See

The employees will see the following page when clicking the 'Payment History' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_Payment_History_-_00.png

Paycheck Stubs

Allows the Employee to view their previous paystub from the Employee Portal. Requires the 'Payroll Services' of Core HR.

What Employee See

The employees will see the following page when clicking the 'Paycheck Stubs' link from their Portal.

CHR_-_Pay_Stubs_-_Employee_Example_-_04.png

W2

If you have the W2 Form Import enabled and set up for your company, you can allow your employees to review the uploaded W2 Forms from their employee portal. 

What Employee See

The employees will see the following page when clicking the 'W2' link from their Portal.

CHR_-_Employee_Portal_-_W2_-_01.png

Direct Deposit

Allows the Employee to manage their Direct Deposits from the Employee Portal.

Clicking the 'Configure Direct Deposit Settings' link opens the following window and lets you configure the options available for an employee's direct deposit. 

Employee_Portal_-_Direct_Deposit_-_00.png

What Employee See

The employees will see the following page when clicking the 'Direct Deposit' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_Direct_Deposit_-_00.png

Federal Tax Info

Allows the Employee to manage their Federal withholdings from the Employee Portal.

What Employee See

The employees will see the following page when clicking the 'Federal Tax Info' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_Federal_Tax_-_00.png

State Tax Info

Allows an Employee to manage their State tax withholdings from the Employee Portal.

Clicking the 'Configure State Tax Info Settings' shows the following window to configure the State Tax options and rates available to the employees when electing their state tax withholding.

For more information about setting up Employee State Taxes, you can refer to the following article.

Employee_Portal_-_State_Tax_-_00.png

What Employee See

The employees will see the following page when clicking the 'State Tax Info' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_State_Tax_-_00.png

Emergency Contacts

Allows the Employee to manage their emergency contacts from the Employee Portal.

What Employee See

The employees will see the following page when clicking the 'Emergency Contacts' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_Emergency_Contacts_-_00.png

Education History

Allows the Employee to manage their education history from the Employee Portal.

What Employee See

The employees will see the following page when clicking the 'Education History' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_Education_History_-_00.png

Work History

Allows the Employee to manage their prior work experience from the Employee Portal.

What Employee See

The employees will see the following page when clicking the 'Work History' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_Work_History_-_00.png

References

Allows the Employee to add and remove references from the Employee Portal.

What Employee See

The employees will see the following page when clicking the 'References' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_References_-_00.png

Jobs Portal

Allows the employee to access the applicant tracking recruiting portal and view and apply to any positions that are posted internally.

What Employee See

The employees will see the following page when clicking the 'Jobs Portal' link from their Portal.

CHR_-_Employee_Homepage_-_Preferences_-_Jobs_Portal_-_00.png

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