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Employee Portal Configuration

The Employee Portal is a highly configurable environment where you can add widgets and enable features for your employees to be able to access their services, communicate with the Service Desk, submit and view requests, chat with support staff, and access shared documents.

Topics covered

  • Basic configuration for the employee portal.
  • How to enable the portal.
  • Different company configurations.

Accessing

or

  1. Open Configuration and select Platform Configuration
  2. In the navigation panel locate the section titled Customize
  3. Select Employee Portal

Each area of configuration is accessed using the options across the top of the page.

Employee Portal Customization

Page sections

The Employee Portal pages are split into three sections: header, body, and footer.

Employee Portal Sections

Header

  • Logo
    Add your company logo to the Employee Portal to give it some branding. Your logo will be displayed on the left side of the header. Adjust the size, background style, and color of your logo to fit in with the Header Background. The height can be between 80 and 200 pixels and the width between 80 and 300 pixels. It can be of any web format but PNG or SVG is recommended.
  • Background
    The Header Background can be configured to set the height and the color or add a background image. The recommended size is 1024 x 300 pixels however many factors like if the background is a pattern or what details have been included in the design. It can be of any web image format such as JPEG or PNG.
  • Text
    The color settings apply to the header text that includes the Name, the Short Description of the page, and the list of different Service Domains that are displayed within the menu bar. The background color of the domain menu bar can also be set here. (The displayed text can be configured when designing the Employee Portal).

Tip

Images used for the logo and header background require a URL or link to an image that is stored in a location that is accessible by all users, such as a company web server or the Hornbill Image Library.

Body

  • Background
    Options to either set a background or apply an image to the main body of the portal. The recommended size is 1024 x 768 pixels however many factors like if the background is a pattern or what details have been included in the design. It can be of any web image format such as JPEG or PNG.
  • Section
    Sets the default colors for the widgets that are added to the page.
  • Popup
    Sets the default colors for popup boxes.

Company

When a company is made up of several subsidiary companies, you can define this structure within the Organization configuration using company groups.

Each defined company group can have its own Employee Portal settings applied to provide its unique branding.

At the top of the Header, Body, and Footer configuration sections, you can select the company to be configured.

Company Customization

  • Primary Company
    This is the main configuration for the Employee Portal. It will also be used as a starting template for any Company that is defined within the organization structure. Settings here will be automatically applied to all other companies unless a company has specified a different setting from the Primary Company.

Tip

A new attribute called Home Organization has been added to the User Account which can be set on the Organizations tab for that user. Setting the Home Organization for a user will have them directed to the appropriately branded page for their company. When a Home Organization is not configured for a user, the Primary Company settings will be used. User imports can also be changed to automatically set the home organization

Mobile

Hornbill has provided a Progressive Web App (PWA) to give users a fast and UI rich solution to accessing the Employee Portal. The mobile app can be accessed using the mobile’s browser and navigating to mcatalog.hornbill.com/<Your_Instance>/.

Header

Settings

These settings can plan a key role in how you first introduce the Employee Portal to your users. Make sure you are familiar with these settings and when to use them.

  • Users to preview the Employee Portal
    This is an important first step to setting up your Employee Portal. This setting allows you to add a list of comma-separated user names of people you want to have access to the Employee Portal. This allows you to have one or more people test and provide feedback on the Employee Portal design before you open it up to all users. Changing this setting will also be one of your last steps. Once you have completed your configuration and you are ready to make it available to all users, simply remove these names. Once the list of names is empty, it becomes available to everyone.
  • Enable Employee Portal
    Turning this setting to On will make a new navigation menu item My Company available in the Home menu on the main Hornbill web app. If you have provided one or more names in the previous setting, only those users will see the menu item.
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