Equus Software

Portals provide a view to the internal (“back office”) screens.  Various user types: Client, Employee, Payroll and Vendor are granted access to it and can be configured separately for each.…

Portals Overview

Welcome Widget
Announcements Widget
YTD Inits By Quarter Widget
Active HomeSale Property Status Widget
Relocation Team Widget
YTD Exceptions By Category Widget
My Favorite Reports Widget
Assignee Loc

Client Dashboard Widgets

Types of Widgets in this page:
Tasks Widget
Relocation Coordinator Widget
Household Goods Shipment Status Widget
Expense Report Status Widget
Summary Widgets
Shortcut Widgets
Widget Maintenance

Tasks

Employee Portal Widgets

The Employee Profile screen is available on the Employee portal and can be accessed on the main employee dashboard.  This can be found under the user’s Name when within the…

Employee Profile

Security
If a user does not have access to a particular country/segment/special security, assignments to that country/segment/special security will not be reflected in the detail.  They will however b

Portal - Dashboard Page

Portal Page Configuration Template Page
For the Portal Dashboard page, add User Type Access (default dashboards exist for External Client and External Employee User Types).  Add Embedded Controls for

Configuring the Default Dashboard pages

You can set the Announcement Set, FAQ, Glossary, Link Set, and Portal Dashboard by User Type (Payroll, Vendor).  That is to say, each User Type for a given company may…

Company Portal Configuration Page

Announcement Sets are used to convey important and/or timely information to portal users such as Vendors and External Employees. Within an Announcement Set, it is possible to have one or…

Portal Announcements  - How to configure an announcement set and/or item

The Portal Menu Items Detail page allows you to add pages to the portal dashboard. Select the following details to add the menu to portals:


Menu Type - tells the system…

Portal Menu Item Configuration Section

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

Example:  Configuring an Employee Portal

 
Compensation worksheets can be published to the portal by assignee or by batch.  To create a compensation worksheet report and publish it to the employee portal for one assignment,…

Publishing Compensation Worksheets to the Mobile Employee Experience

In order to use the payroll portal, the user will need to set-up Internal Contacts for portal upload/download notifications, and External Contacts for portal file/report availability notifications.
An

How to publish payroll reports to the Payroll Portal

Legacy Portal

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