FAQs in this section
Where do my employees receive their employee portal credentials?
An employee did not receive portal credentials. Why?
Can I show or hide fields from the employee portal?
What is the Employee Portal?
How can I log in to the employee portal?
How do I change the portal password?
Can I modify my profile details on the employee portal?
How do I create an internal ticket on the employee portal?
What are the different ways I can view internal tickets on the employee portal?
How do I view an internal ticket on the employee portal?
Can I change the status of an internal ticket on the employee portal?
Can I close an internal ticket manually on the employee portal?

How are the portal credentials sent to employees?

The portal credentials are sent to employees automatically through a workflow.

Follow these steps to access the workflow and add employees to it:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Select Workflows under Automation.
  4. Click the Standard tab.
  5. Select Employees from the drop-down located beside the tab.
  6. Select the Send Email to Employee when Portal Employee is True workflow. 

Note: You can edit the trigger and entry criteria for the workflow, but the workflow’s action cannot be edited. The action is set up by default to send the login credentials to employees. You can add other actions to perform other tasks when the workflow is triggered.

To learn more about configuring the employee portal, click here.
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