Note: This article refers to legacy employee portal access. The new Mobile Employee Experience provides better user experience, enhanced functionality and simpler configuration. Search for Mobile Employee Experience for details.
How to Define the Portal Menu Configuration
Navigation: Configuration Tab
Portal Configuration menu group
Portal Menu Configuration menu
Determine menu pane width (ex 200 pixels)
Add menu categories (ex. Employee Portal, Information, Management, Links, and Change Password)
Name & Category Caption can be same
Image not required
Sequence 1, 2, 3, etc.
Define the Portal Item Detail
Menu type: Relocation Top Page
Category: Employee Portal
Equus Platform Page: Employee
Sequence: 1
Add a Menu Item User Type Access - External Employee
Define the Portal Item Detail
Menu type: Relocation Search Page
Category: Employee Portal
Menu Caption: View/Find Assignments
Equus Platform Page: Search Relocation/Employee
Sequence: 2
Add a Menu Item User Type Access - External Employee
Define the Portal Item Detail
Menu type: Relocation Sub Page
Category: Employee Portal
Menu Caption: Compensation Worksheet
Equus Platform Page: Portal Compensation Information for Employee
Sequence: 3
Add a Menu Item User Type Access - External Employee
How to Define Page Security Access for the assignee/employee security role.
Navigation: Configuration Tab
Security Maintenance menu group
Role Maintenance menu
Add viewing rights to the Portal Compensation Information for Employee screen for the role used by the assignees/employees that will be accessing their compensation worksheets via the employee portal.
If role does not exist, create a new Security role named “Employee” with Description: Employee relocating or on assignment using the Portal.
Repeat Steps for creating Portal Menu Lines (Step 1) and give screen access for each desired Portal Menu item to the Employee Role (Step 2) (pictured below). For Example:
Portal Announcement
Portal Dashboard
Portal FAQ
Portal Glossary
Portal Links
Employee Details
Employee Contact Details
Policy Details
Relocation
Define Portal Page Configuration Template – System Default
Navigation: Configuration Tab
Portal Configuration menu group
Portal Page Configuration Templates menu
Assign User Type Access of “External Employee” to the following page:
Portal Compensation Information for Employee
Modify The Page Configuration by adding the embedded controls
Equus Platform Portal controls to each page
Equus Platform Portal Footer with a location of PAGE_FOOTER
Equus Platform Portal Header with a location of PAGE_HEADER
Equus Platform Portal Menu with a location of SUB_MENU
Note: Each should have a sequence of 1
Repeat for every screen that you added to the Portal Menu in Step 3
Configure the Portal Employee Compensation Information screen
Created at system level:
Navigation: Configuration Tab
Portal Configuration menu group
Portal Compensation Info Configuration menu
Settings can be overridden at the company level :
Navigation: Companies Tab
Portal Configuration menu group
Portal Compensation Info Configuration menu
From this screen, help text for the employee can be added. The capability for the employee to contact a system administrator is configurable on this page as well.