1.0 Getting Started with SweldoMo
2.0 SweldoMo for HR Personnel
3.0 SweldoMo for Payroll Officers
4.0 FaceDTR and WebDTR
5.0 Employee Self-Service
How to Provide Access to the Employee Self-Service Portal
To provide Employee access to the Employee Self-Service (ESS) Portal, you must first specify which of your employees will be given personal access.
Adding ESS Employee Access Individually
Choose the employee that will be given the ESS Access, and double-click on their name to go to the employee’s profile. You can also be redirected to the employee profile by clicking on the Edit icon under the Actions column of the Employee List table.
Make sure that the employee has provided an email address that they will be using to log into the portal. You can check this information on the General Tab, under the Account Information section.
Go to the Account Access Tab of their Employee profile.
On the Select User Type dropdown menu, choose Employee.
Provide a password for the employee to use to log in to the portal.
Once you have confirmed the employee’s password, you can click on the Activate button below the fields.
Adding ESS Access by Multiple Employees
Choose the employees that will be given the ESS Access, and click on the checkbox beside their ID number in the Employee List Table, then click on the Edit Employee button above the Employee List table.
At the lowermost part of the Multiple Employee Edit page, you will see the Account Access section. Remember to read the provided Reminders to properly provide ESS access to multiple employees.
Make sure that the employee’s e-mail address is updated before assigning or removing the Account Access.
Choose an option on the Account Access Action dropdown menu for the chosen employees.
- ADD/UPDATE – SINGLE ACCESS – this will let you add or update any account to one account access only, either as Manager, or as Employee. If the employee has been provided a different Account Access beforehand, this action will remove the previously added Account Access, and will be replaced with the recently provided one.
- ADD – MULTIPLE ACCESS – this will let you add another access to an existing Account Access. For example, if the employee has already been provided with a Manager access, this action will simply provide them with the Employee Access as well.
- REMOVE SINGLE ACCESS – this will let you remove one Account Access at a time.
- REMOVE ALL ACCESS – this will let you remove all the provided Account Access to the employees all at once.