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 the logo. The Company List will then be displayed.
Find the company 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, search for employees. Click the filter icon again to collapse the filter section. You can filter by:
Company Name
Pay Cycle
Employee Name
Employee Email Address
Employment Status (Active, Leaver)
After searching, results will display with columns such as:
Employee Name
Company Name
Pay Cycle
Employee Email Address
Failed Reason (if any issues occurred)
Portal Access (Inactive for unregistered employees)
The number of employees found is displayed next to the tab title (e.g., Unregistered (9)). 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
Company Name
Pay Cycle
Employee Email Address
Last Logged In
Portal Access (Registered or Active)
The total number of employees is displayed next to the tab title (e.g., Registered (3)).
Note: 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. This will remove the login access of employees who are already active and expire any previously sent registration emails for employees whose status is Registered.
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 for that employee.
Sharing Payslips to the Employee Portal
By default, employees can only view the portal and reports (P45/P60). Payslips must be shared separately.
Steps to Share Payslips
Navigate to the Dashboard by clicking the logo. The Company List will then be displayed.
Find the company 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.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.
Note: If the workflow settings are configured to upload payslips to the employee portal, the system will upload them automatically based on the selected schedule. This may be on the pay date, a specified number of days before the pay date or bank date, or when the payroll is approved, depending on the configured workflow settings.
Payslips will now be available in the Employee Portal for all employees with portal access.
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