Here is how to grant or remove Payroll Portal access to employees on your payroll.
Updated: July 2024
The 'Employee List' in the side Portal Menu under Portal Settings, gives Admin Users the ability to view and manage employee Portal access and features.
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It is best practice to update Employee Information in Thankyou Payroll only. Please contact us if you've updated an employee's email address, work pattern or when adding a new employee, so we can ensure that employee pulls through to the Portal correctly.
*Please note: All Admin Users can see and manage the full employee list.
Employees can be invited to or removed from the Payroll Portal by:
| ❌ | Team Leaders |
| ✅ | Any Admin User |
| ❌ | A Regular Employee |
Let's see how to manage employee portal access:
- This is your current active employee list shown alphabetically. Click on an employee to open their information screen.
- Employee leave balances are displayed below the employee's name for easy review.
- Check that the employee's email address is correct. This is where the secure link for Portal Access is sent.
- The employee's current Portal access status is shown here.
- Active means the employee can use their Portal to submit requests and timesheets, depending on the features you have activated for them.
- Idle means the employee doesn't have access to their Portal and cannot submit requests or timesheets. They have not been invited.
- Admin Users can still submit timesheets and leave requests on behalf of this employee, depending on the features selected.
- This button will change their access to the Portal:
- Remove from Portal - means that the employee can no longer access their Portal. Admin Users can still submit on behalf of.
- Invite to Portal - means a secure link is emailed to this email address so the employee can use their Portal.
That's it! You've got this Payroll Portal access sorted!
Now see how to select Timesheets and/or Leave Request features for your employee.