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How to Use the Employee Self-Service Portal

Once you have provided the access, your employees can now log into the ESS Portal, and see all of the available features for them.

The Employee Self-Service Portal is divided into two sections. My Dashboard, and My Portal.

  • On My Dashboard, you will see a few information about your attendance, such as Missing Logs, the number of Minutes Late, the number of Unfiled Overtime, the number of Absences, the number of days you were present in their Attendance, and the Leave Days for the certain date range. You can manage the dates that the Dashboard Statistics will show on the Date Range field at the upper left part of the Dashboard screen.

    My Dashboard will also show announcements and news from the SweldoMo Team.

  • You can also check your own profile on the Employee’s Portal by clicking on the icon beside your name at the upper right part of your screen, and clicking on My Profile.
    • The Profile Summary will display your photo, name, job position, email, mobile number, and the department, branch, division, section, and cost center you are in.
    • Your Profile will also display your personal information, and will be divided into six tabs, namely the General tab, the Dependents tab, the Education and Employment tab, the Trainings tab, the Memos tab, and the Contracts tab.
      • Under the General tab, you will see your Basic and Personal Information.
      • Under the Dependents tab, you will see the information of your children and other dependents.
      • Under the Education and Employment tab, you will see your educational attainment, educational institutions you went to, and your previous employment details.
      • Under the Trainings tab, you will see the list of all the trainings and seminars you attended.
      • Under the Memos tab, you will see all the personal and official communications that the company or HR department has sent you.
      • Under the Contracts tab, you will see all the service agreements and/or any legal documents regarding your employment.
    • Your Personal Profile can be downloaded or printed if needed, by clicking on the Download or Print icons above your profile information.
  • The Daily Time Records (DTR) section will display your attendance records on a specific payroll cycle that you will choose.
    • Your DTR table will show your FaceDTR records, your log in and log out records with break hours, how many minutes you were late for the day, how many minutes you worked undertime, the total number of minutes you worked for the day, the total number of minutes you worked overtime, the total number of minutes you worked under night differential, and the total number of minutes of your night differential overtime.
    • You can also see a more detailed view of your DTRs with all the types of overtime, night differential, and night differential overtime specified in the table by clicking on the Detailed View button above your DTR table.
    • You will also see a Legend under the employees’ DTR table, specifying which days in the payroll cycle are regular holidays, special holidays, rest days, or which ones the employee was on leave.
    • You can also choose the date range that the DTRs will show by clicking on the Date Range field at the upper left part of the DTR table.
    • The DTRs can also be downloaded or printed if needed, by clicking on the Download or Print icons above the Attendance table.
  • The Payslip feature of the ESS Portal will show you your salary records for your chosen payroll cycles.
    • To generate your payslips, you need to provide the needed information by the portal. These will be the year, the payroll cycle ranges to be generated, and the payslip type. Once these details are provided, you can click on the Generate Payslip button.
    • For the Summarized View of the payslips, you will see a few personal information such as your employee ID number, your name, position in the company, the branch you are under, and the payroll period that the payslip is for. You will also see a list of your earnings, the total of these earnings, a list of your deductions and their total amount, and your Total Net Pay.
    • For the Detailed View of the payslips, you will see the same personal information, but with additional details such as the department you are under, your current employment stage, the payroll frequency set for you, your payment type, monthly rate, daily rate, and hourly rate.

      The Detailed View of the payslips will also provide a list of your earnings, the total of these earnings, a list of your deductions and their total amount, and your Total Net Pay. It will also show a summary of your total earnings, total deductions, gross taxable deductions, total non-taxable, the net taxable, and the total non-income deductions.
  • The Leaves feature of the ESS Portal will show you all the leaves available to you, whether they are used, or still unused.
    • On the Leave Management Table, you will see the leaves you have already filed. The table itself will show the dates that those leaves were requested, the leave type, the number of days and the dates that were used for those leaves, the purpose for the leaves, the attachments that were added, a column to determine if the leave types you filed were paid or unpaid types of leaves, the status of each leave, and the actions you can take.

      You can also choose the date range that the Leave Management Table will show by clicking on the Date Range field at the upper left part of the Leave Management Table.

      The leaves can also be downloaded or printed if needed, by clicking on the Download or Print icons above the Leave Management table.
    • If you’d like to file for a leave, you can click on the File a Leave button above the Leave Management Table.

      You will need to provide the type of leave you will file. Once you have chosen, the fields for the dates you will be out for work will appear for you to use. You will also need to provide the purpose of the leave, and some attachments if needed. Remember that only PDF and Image files will be accepted for the attachments.

      Beside the Leave Application Form, you will see a table with all the available leave types you can use along with the credits for each leave, the number of credits you have used up, and the number of available credits left for you to use. You can use this table to review and make sure that the dates you will be out for work will be approved.

      Once done, you can click the File this Leave button at the bottom of the Leave Application Form. The leave you filed will appear on the Leave Requests page of the SweldoMo system for Admin approval.
  • The HR Requests feature of the ESS Portal will show you all the requests you sent to your admin or HR Department.
    • On the HR Requests Table, you will see the requests you have already filed. The table itself will show the dates that those were requested, the type of request you sent, the purpose of the request, the attachments that were added, some remarks, the status of each request, and the actions you can take.

      You can also choose the date range that the HR Requests Table will show by clicking on the Date Range field at the upper left part of the HR Requests Table.

      The requests can also be downloaded or printed if needed, by clicking on the Download or Print icons above the HR Requests table.
    • If you’d like to file a request, you can click on the File a Request button above the HR Requests Table.

      You will need to provide the type of request you will file. You will also need to provide the purpose of the leave, and some attachments if needed. Remember that only PDF and Image files will be accepted for the attachments.

      You will see a minimized version of the HR Requests table beside the HR Requests Form as you are filing it.

      Once done, you can click the File HR Request button at the bottom of the HR Requests Form. The request you filed will appear on the HR Requests page of the SweldoMo system for Admin approval.