Employees Section: Employee Portal Access

How Does This Functionality Help You? 

• Employees can have access to see their schedule 24/7 from any computer or mobile data device.
• Employees can also use the other privileges allowed by their organization.

Employees Section: Employee Portal Access

• What employees can see and do in the Employee portal is controlled separately for each location. 
• Set up the employee access privileges prior to giving employees their Sign In codes. See Organization Section: Setting Employee Access Options 
• Employees sign in using the Employee Portal Sign In.
  

Setting up Employee Username/ID & Password Codes

By individual employee:

1. Open the Employees section.
2. Select the employee name.
3. Go to Settings > Personal tab.
4. Assign Username/ID: must be unique. The employee is not able to change their username. 
5. Assign Password by selecting [Change]: not required to be unique. The employee is always able to reset their own password.
6. Select Save.

Video: How to Add a New Employee

• Employees need to know the URL and to use the Employee portal.
• Employees need all 3 codes in order to Sign In:
  - Code- is the Sign In code for one of the locations they are assigned to. (This is the same code as the scheduler uses to Sign In to the Location Portal.)
  - Username/ID – as entered on each individual personal information screen.
  - Password- as assigned by organization for initial Sign In. 
  
• Employees should be informed about browsers settings.
• Employees should be told to reset their password after logon and the recommended criteria for password strength.
• If your organization is using settings to enforce ‘Password Management’ at the Enterprise portal, the requirements being enforced should be shared with employees.
• Employees will see their entire schedule for all assigned locations, including the location and station for each assigned shift, on one page.
• Employees need to set their own notification options in the Collaboration section of the Employee portal.

Video: How to Login to Your Account 

• Are they at the correct URL and using the Employee portal? 
• Do they have the correct three codes? (Try resetting their password) 
• Is their start date in the future? (Employees cannot have access until this date) 
• Are they in the ‘active’ employee list in the Location portal? 
• Are they using a recommended browser, enabled with JavaScript and cookies? 
• Is the IP address for the computer they are using locked due to too many failed attempts? If so, the Enterprise portal administrator has to unlock it.