Employee Portal — Setup

Follow these steps to enable Employee Portal in a new tenant.

Step 1 — Open module settings

Navigate to Employee Portal from the main menu and review default policies.

Step 2 — Map master data

Ensure departments, locations, and employee groups referenced by employee portal are configured.

Step 3 — Validate with a test employee

Use a sandbox employee to verify calculations and approvals before go-live.

Step 4 — Publish to all employees

Communicate cut-off dates and enable employee portal access where applicable.