Paybooks provides the employees easy access to their payroll and personal information, tax planning, reimbursements, leave, etc through the online Employee Self-service portal.
To help provide this access we need to create and activate their ESS logins.
The first step is to ensure the 'Enable ESS' option box is checked in the “Employee Master”.
Go to TeamàEmployeesàDirectoryàClick "View/Edit".
In the Official details tab of the Employee Master check the 'Enable ESS'.
Create the logins
On the Home Page click “Transactions”
Scroll down to “Communication and Collaboration” under Transactions.
Click “Self-Service Portal”.
Click “Create Logins”.
Select the following from the drop-down:
Click “View” and the list of the employees will be displayed for whom access is required.
To select a specific employee enter the Employee Code/Name.
Check the Box against that employee or check the box next to “CODE” if you wish to select all employees.
An email with the login credentials such as the username, temporary password, and domain will be sent to the email id which has been updated in the employee master.
Before proceeding to create ESS Login, ensure the following configuration is done
Ensure the Email Setup is configured.
To do the same, go to Settings >> Configure Rules >> Email Setup
Click on 'Customise Email Configuration'
Enter the details if the email notifications must be sent from your Company HR/Payroll admin email id.
Login Name- It will be the email ID you want to communicate with.
Password- is the password used for that email ID.
Check with your technical team for the Outgoing Server and SMTP port.
Update the “Display name”.
Click on 'Send test mail’.
If you require the email notification to be sent from the Paybooks Admin id, then click on 'Reset to Default’.
Click on 'Save'.