This article provides step-by-step instructions on how to enable portal access for the workers and then share the payslips with them.
Quick Navigation
Accessing the Employee Portal Management
On the top navigation bar, click the User icon (located in the upper-right corner).
From the dropdown menu, select Employee Portal Management.
You will then be taken to the Employee Portal Management section, where you can view and manage employee accounts.
Enabling Employee Login
You can enable logins in two ways:
From an Employee Record (individual access)
From the Employee Portal Management screen (bulk or single access)
From the Employee Record:
Navigate to the dashboard by clicking on the logo. This will take you to the "Manage Clients" list.
Find the client and click the "People" icon
in the corresponding row. This will open a screen displaying a list of employees.Locate the employee you wish to edit and click on the "Edit" icon
on the corresponding row.Use the Enable Login toggle:
ON = grant portal access
OFF = remove portal access
From the Employee Portal Management Screen:
Navigate to the dashboard by clicking on the logo. On the top navigation bar, click the User icon (located in the upper-right corner).
From the dropdown menu, select Employee Portal Management.
The page will display two tabs:
Unregistered – employees without portal access.
Registered – employees who already have portal access.
In the Unregistered tab, click the Filter icon to search for employees. Click the filter icon again to collapse the filter section. You can filter by:
Client Name
Employee Name
Employee Email Address
After searching, results will display with columns such as:
Employee Name
Client Name
Employee Email Address
Failed Reason (if any issues occurred)
Status (Inactive for unregistered employees)
Tip: The number of employees found is displayed next to the tab title (e.g., Unregistered (36)). This helps you quickly see how many employees match your filters.
Select employees to enable:
Check the box for each employee you want.
Or use the Select All checkbox to choose all employees on the current page.
Tip: The “Select All” option only applies to the page you are viewing. To work with more employees at once, set pagination to 100 per page.
Click Enable Portal Access at the top of the page.
Duplicate Emails: If multiple employees share the same email, the system will not send activation emails. You will see a message in the Failed Reason column. Update the email in the employee’s record, then resend.
Registered Employees Tab
Once portal access is enabled, employees automatically move to the Registered tab.
This tab displays:
Employee Name
Client Name
Employee Email Address
Last Logged In
Status (Registered or Active)
📌 Tip: The total number of employees is displayed next to the tab title (e.g., Registered (3)).
📌 Filter behaviour:
If you applied filters in the Unregistered tab, those same filters will automatically carry over when you switch to the Registered tab. This helps you view only the relevant employees across both tabs without needing to reapply your filters.
Status definitions:
Registered = Employee received the activation email but has not yet set a password.
Active = Employee has set a password and successfully logged in.
Resending Activation Emails: If an employee hasn’t received the email, select their record and click Resend Activation Email.
Disabling Access: Select one or more employees and click Disable Portal Access.
Updating Email Addresses – If portal login is enabled, the email address cannot be updated directly. To change the email address:
Disable portal login for the employee.
Update the email address in their employee record.
Re-enable portal login.
Account Lockouts: After 5 incorrect login attempts, the employee will be locked out. To reset, disable, and then re-enable portal access.
Sharing Payslips to the Employee Portal
By default, employees can only view the portal and statutory reports (P45/P60). Payslips must be shared separately.
Steps to Share Payslips
Navigate to the dashboard by clicking on the logo. This will take you to the "Manage Clients" list.
Find the client and click the "People" icon
in the corresponding row. This will open a list of employees.On the employee dashboard, click on the "Payroll" tab. An orange underline will indicate the active tab.
Select the "Current Period" tab. This tab is selected by default.
Click the Reports icon
in the desired pay period. You can also use the "Payroll History" tab to share older payslips.Once payroll is in Approved or Closed status:
In the Payslips section, click Send Payslips > Send Payslips to Portal.
Payslips will now be available in the Employee Portal for all employees with portal access.
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