The Mobile Employee Experience (MEE) is the employee’s view of the Equus Platform. For details on the MEE guided experience, click here. The MEE is live when the Inactive field is unchecked on the Employee Experience tab of the Employee Experience Configuration screen.
The majority of the configuration for the MEE is completed using the 6 tabs on the Employee Experience Configuration screen.
The theme of the MEE can be customized via the Company and System Theme Builder screens. A theme can be applied in two ways:
An active MEE theme can be configured for a company/each company existing on the platform via the Company Theme Builder
An active MEE theme configured at the System Theme Builder is applied for all companies existing on the platform
To learn more about customizing a MEE theme, click here.
What are the configuration steps prior to using the feature?
Update security role permissions to activate relevant screens that need to be configured for Mobile Employee Experience
Create and activate a MEE theme via the Company or System Theme Builder screens.
Configure the relevant tabs that you wish to activate in the Mobile Employee Experience
Turn on the Mobile Employee Experience.
Things to Note
When the MEE is activated, all users of Type <External Employee> and <External Employee Delegate> that have valid login credentials will be able to access the MEE and its features.
Ensure configuration for the MEE is complete prior to activating, since setting the MEE as active will automatically assign the proper role and security rights to all existing External Employee types as well as any Employee records having the Auto Generate User ID field checked after the MEE is active.
Once active, changes to the MEE will be effective immediately.
The following must be in place for employees to use the MEE:
The employee must have at least one active assignment, and
The assignment’s Authorizations Status is not configured to be hidden on the portal
If one or both of these are not the case, the message “No Relocation records for this employee can be found” will display, and employees will only be able to change their password in the portal.
The Advance Settings section allows administrators to change the behavior of features that are set by default; these include, Announcement Set, Expenses Security, Messaging, Documents Security, and Passport Security as well as hiding assignments in the portal based on Authorization Status.