Self-Service
Use the employee self-service portal
Employees clock in and out, request leave, hourly permissions, loans and expenses, follow their requests and download payslips from their own web portal.
3 min readLast updated
In this article
The self-service portal gives every employee a personal space in the web app. It shows only their own data: their attendance, leave balances, requests and payslips. It opens in its own simple layout, with a tab bar at the bottom on phones and a row of tabs at the top on larger screens.
Before you start
HR must link the employee's user account to their employee record. Without that link the portal shows "No employee record linked" and nothing else. Granting more permissions does not fix it; linking the account does.
The user's group needs access to the self-service portal.
Open the portal
Open People › Self-Service. The portal opens on its home page.
To return to the main application at any time, select Back to the workspace in the portal header.
What the home page offers
Today's Attendance: your clock-in and clock-out times, hours worked and whether you were late, with the Clock in and Clock out buttons. The browser asks for your location. If your company enforces work sites, a punch is accepted only within a work site's radius.
Leave Balances: the remaining days for each leave type, with Request leave.
Quick actions: Request loan, Submit expense, Edit profile and Change password.
Open requests: your requests still waiting for a decision.
Recent Payslips: your latest payslips, with View all.
The portal tabs
Tab | What you can do |
|---|---|
Home | The overview above. |
Leave | See your balances and request history, follow the approval steps of each request, request leave with an optional attachment, and cancel a request. |
Permissions | Request an hourly permission to arrive late or leave early, and see This month's allowance. Approved time within the allowance is fully paid; time beyond it, and any late arrival without a permission, is deducted from salary. |
Payslips | Browse your payslips by year, open one to see the full breakdown, and select Download PDF. |
Requests | One list of everything you asked for, leave, loans and expenses, with the status of each. |
Profile | Read your personal, employment and bank details, and update your contact and emergency contact details. |
From the home page and your profile you also reach My attendance (your monthly summary), My documents, My benefits and My performance, where you can Record progress on your goals.
Make a request
Leave: choose the Leave type, set From and To, give a Reason, and attach a file when the leave type requires one. The request follows your company's approval chain. See leave requests.
Loan: choose the Loan type, enter the Principal amount, Number of installments and Purpose. You cannot apply while another loan of yours is pending, approved or active.
Expense: enter the Category, Date, Amount and Merchant, and attach receipts. The claim reaches HR as a draft on the Expense Claims screen, where it is submitted for manager and finance approval. See expense claims.
Common questions
Can I change my salary, department or job title? No. Those fields are read-only in the portal. Ask HR to update them.
What are the password rules? Enter your current password, then the new one twice. The new password must be at least 8 characters.
Can I see a colleague's data? No. Every portal screen is limited to the signed-in employee's own record.