Employee Experience / Employee Portal

This file is a combined export of PrismHR help topics in Employee Experience / Employee Portal. Source help system: https://tech-docs.prismhr.com/SP_help/Default.htm Each topic is separated by a heading and includes its original URL.

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Adding MemberDeals to Employee Portal

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/Add-MemberDeals-EP.htm Path: EP/Employee Portal Tasks (Task Sheets)/Add-MemberDeals-EP.htm

Adding MemberDeals to Employee Portal

In Employee Portal (EP), integrating access to MemberDeals is quick and easy. Choose one, or both, of the available options:

• Add an employee menu with access to MemberDeals.

• On the employee dashboard, add a widget for MemberDeals containing a link to the site, a logo, description, and other additional information.

What you Need

Before you begin, make sure you have:

• A unique URL for your MemberDeals website, provided by MemberDeals.

• You must have basic knowledge of how to edit Configuration Templates, such as adding menus and Dashboard widgets. You can find product guides and other useful getting‑started information here.

Getting Started

You can provide access to MemberDeals through a menu or widget. Both options are created with Configuration Templates. Clients using these templates have access to MemberDeals.

[Image: screenshot]

PrismHR advises creating a template for clients you want to have access to MemberDeals. You can also add a menu or widget for a specific client using a client override.

Adding the MemberDeals Menu in Employee Portal

To add the MemberDeals menu item to a template:

1. Click Configuration Templates. The Configuration Templates form opens.

2. On the template you want to add the menu item to, click [Image: screenshot] (Edit).

3. To enter a top-level menu item, on the Menu tab, click [Image: screenshot] (New Top‑Level Menu). Or, to enter a sub-menu item, click [Image: screenshot] . The new item displays in the menu.

4. Complete the following:

5. Click Save.

Adding the MemberDeals Widget in Employee Portal

To add the MemberDeals widget to a template:

6. Click Configuration Templates. The Configuration Templates form opens.

7. On the template you want to add the menu item to, click [Image: screenshot] (Edit).

8. On the Dashboard tab, click [Image: screenshot] (New Custom Widget). A new custom widget displays.

9. Complete the following:

Use this option… — To define this…

Title — The recommended text, Check Out These Entertainment Deals!.

Markdown —
Click here to access great deals available to {company name} employees!

• To move the widget in the list, click [Image: screenshot] and [Image: screenshot] .

• To show or hide the widget, click [Image: screenshot] and [Image: screenshot] .

• To preview, click [Image: screenshot] .

10. Click Save.

When the template is saved, all clients currently using the template are able to access MemberDeals.

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Adding USAlliance Federal Credit Union to Employee Portal

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/Add-USAlliance-EP.htm Path: EP/Employee Portal Tasks (Task Sheets)/Add-USAlliance-EP.htm

Adding USAlliance Federal Credit Union to Employee Portal

Integrating access to USAlliance Federal Credit Union (USAFCU) from Employee Portal (EP) enables employees to access the USAFCU website directly from EP. Service Providers can choose one or both of the following options for their employees:

• Add a USAlliance menu.

• Add a USAlliance widget to the employee dashboard with additional information, including a logo, description, and a link to the website.

What you Need

Before you begin, make sure you have:

• An account with USAFCU.

• A unique URL for the USAFCU website, provided by USAFCU.

• You must have basic knowledge of how to edit Configuration Templates, such as adding menus and Dashboard widgets. You can find product guides and other useful getting‑started information here.

Setup in Employee Portal

You can provide access to USAFCU through a menu or widget. You create both options with Configuration Templates. Clients using these templates have access to USAFCU.

[Image: screenshot]

PrismHR advises creating a template for clients you want to have access to USAFCU. You can also add a menu or widget for a specific client using a client override.

Adding the USAlliance Menu in Employee Portal

Adding the menu to a template enables employees to access the USAFCU site directly from their list of menus in EP.

To add the USAlliance menu item to a template:

1. Click Configuration Templates. The Configuration Templates form opens.

2. On the template to add the menu item, click [Image: screenshot] (Edit).

3. To enter a top-level menu item, on the Menu tab, click [Image: screenshot] (New Top‑Level Menu). Or, to enter a sub-menu item, click [Image: screenshot] . The new item displays in the menu.

4. Complete the following:

Use this option… — To define this…

Title — USAlliance

Hover Text — The mouseover text to display. Suggested text includes, “Click here to access USAlliance.”

Navigation Actions — The external URL provided by USAFCU.

Icon — The icon associated with the menu item. This is for top‑level items only.

5. Click Save.

When you finish, the USAlliance menu is available in EP for the selected template.

Adding the USAlliance Widget in Employee Portal

Adding the widget to a template enables employees to access the USAFCU site directly from the dashboard in EP.

To add the USAlliance widget to a template:

6. Click Configuration Templates. The Configuration Templates form opens.

7. On the template to add the menu item, click [Image: screenshot] (Edit).

8. On the Dashboard tab, click [Image: screenshot] (New Custom Widget). A new custom widget displays.

9. Complete the following:

Use this option… — To define this…

Title — Suggested text includes, “Credit Union Now Available!”

Markdown —
Click here to access credit union options available to company name employees!

Icon — The icon associated with the widget.

• To move the widget in the list, click [Image: screenshot] and [Image: screenshot] .

• To show or hide the widget, click [Image: screenshot] and [Image: screenshot] .

• To preview, click [Image: screenshot] .

10. Click Save.

When you save the template, all clients currently using the template are able to access USAFCU.

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Creating Alerts with Attached Documents

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/Alerts-with-Documents.htm Path: EP/Employee Portal Tasks (Task Sheets)/Alerts-with-Documents.htm

Creating Alerts with Attached Documents

Alerts enable you to show documents to existing employees for viewing and signing when they log into Employee Portal (EP). For example, if you have a new version of an employee handbook, you can attach the handbook to an alert for employees to view the document and sign their acknowledgment. To attach documents to an alert, you must:

• Create or edit an alert. For more information, see Creating Alerts.

• Enable the Documents alert feature.

• Use the Documents tab to attach documents from Document Management and configure document settings.

• Target the alert at a segment. For more information, see Targeting Segments.

To begin, you can create a new alert or edit an existing alert on the Alerts page.

To open Alerts:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Alerts. The Alerts form opens.

4. To attach documents to an existing alert, select the alert from the list. To create a new alert, click Create An Alert.

To enable the Documents alert feature:

1. On the General tab, enable Documents. The Documents tab displays.

Note: After saving an active alert, and the system records the first activity on the Activity tab, you cannot disable the Documents alert feature.

2. Click the Documents tab.

To attach documents and manage their settings:

On the Documents tab, complete the following:

1. Enable Display Electronic Consent. The Edit Consent button displays.

2. The system provides consent content by default. To edit the header title and body content, click Edit Consent. | Attached Documents | Attach documents to the alert. To attach documents to the alert: 1. Click [Image: screenshot] . A window displays to select and upload your documents from Document Management. 2. Select documents to upload and click Attach Documents. The documents display under Attach Documents. You can edit document information by clicking the document. To edit document information: Click the document to edit. You can edit the following: Use this option — To do this Header Title — Edit the title on the dialog box containing the document. Body Content — Edit the body content shown above the download link. Signature Content — Edit the content shown above the input field where employees enter their signature. Limited to 600 characters. Button Name — Edit the text shown on the button. If there are multiple documents, PrismHR suggests entering Continue. If there is only one document, or you are editing the last document in the list, PrismHR suggests entering Continue to Employee Portal. Requires Signature — To require employees to sign the document, enable Yes. The Signature Content section displays. > Note: Note: To attach a document that requires a signature, the file must be in .pdf format. In addition, the document cannot be password protected against editing. Document Name — To download and view the document. Note: The system disables the link if you do not have access to the selected document category. User‑role security controls document category permissions. In PrismHR, go to User Roles > [Image: screenshot] (Action Menu) > Document Security. Document Category — To assign a document category. The system stores signed employee documents with the selected document category. The system selects Signed Employee Documents by default. However, you can select a different document category. > Note: Note: You cannot edit reserved document categories. For example, you cannot edit document categories the system uses to store tax forms, like Federal Tax Forms. |

3. Click [Image: screenshot] . A window displays to select and upload your documents from Document Management.

4. Select documents to upload and click Attach Documents. The documents display under Attach Documents. You can edit document information by clicking the document. | Use this option | To do this | | Header Title | Edit the title on the dialog box containing the document. | | Body Content | Edit the body content shown above the download link. | | Signature Content | Edit the content shown above the input field where employees enter their signature. Limited to 600 characters. | | Button Name | Edit the text shown on the button. If there are multiple documents, PrismHR suggests entering Continue. If there is only one document, or you are editing the last document in the list, PrismHR suggests entering Continue to Employee Portal. | | Requires Signature | To require employees to sign the document, enable Yes. The Signature Content section displays. > Note: Note: To attach a document that requires a signature, the file must be in .pdf format. In addition, the document cannot be password protected against editing. | | Document Name | To download and view the document. Note: The system disables the link if you do not have access to the selected document category. User‑role security controls document category permissions. In PrismHR, go to User Roles > [Image: screenshot] (Action Menu) > Document Security. | | Document Category | To assign a document category. The system stores signed employee documents with the selected document category. The system selects Signed Employee Documents by default. However, you can select a different document category. > Note: Note: You cannot edit reserved document categories. For example, you cannot edit document categories the system uses to store tax forms, like Federal Tax Forms. | Note: After saving an active alert, and the system records the first activity on the Activity tab, you cannot edit any information on the Documents tab.

5. Use the Segment tab to target alerts at segments controlling who sees the alert upon login.

To preview an Alert with attached documents:

1. On the Documents tab, click Preview. The alert displays exactly as a user would see it, including any electronic signature requirement and documents.

Viewing Activity of Alerts with Attached Documents

To view the activity of alerts with attached documents, such as the status, the date and time the alert displayed, and the number of documents signed, use the Activity tab. For more information, see Viewing Alert Activity.

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Adding Anytime Benefits to Employee Portal

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/Anytime-Benefits.htm Path: EP/Employee Portal Tasks (Task Sheets)/Anytime-Benefits.htm

Adding Anytime Benefits to Employee Portal

Integrating access to Anytime Benefits in Employee Portal (EP) enables employees to access exclusive benefit plans directly from the EP Dashboard.

[Image: screenshot]

Note: Note: Employees can enroll in Anytime Benefits at any point during a plan year. A date or event does not trigger the Anytime Enrollment process — you can enroll in Anytime Benefits at any time. For detailed information on this process, see the Setting Up Anytime Enrollment chapter in the Benefits Enrollment Guide.

What you Need

Before you begin, you must have:

• Benefits Enrollment enabled for the clients using the template

• An active Anytime Enrollment workflow with Anytime Benefits set up for the clients using the template

Creating the SSO Service

To access Benefits Enrollment from the Anytime Benefits widget on the EP Dashboard, you must create the SSO service in PrismHR.

To create the SSO service in PrismHR:

1. Click [Image: screenshot] (Back Office).

2. From System|Change select System Parameters. The System Parameters form opens.

3. Click the Actions menu [Image: screenshot] and select SSO Services. The SSO Services form opens.

[Image: screenshot]

4. Click + to add a new row.

5. Complete the following:

Use this option… — To define this…

Service ID — BE_ANYTIME

Description — SSO link to Benefits Enrollment.

Type — External

Service Destination — Outbound

Service URL — https://nnn-ep.prismhr.com/phr/ess/nnn/sso/benefitEnrollment Replace both instances of nnn with your three‑letter designator. For example, if your designator is abc, the SSO URL would be: https://abc-ep.prismhr.com/phr/ess/abc/sso/benefitEnrollment.

6. Click Save.

After saving, the SSO service is ready to use in the Anytime Benefits widgets.

Creating the Anytime Benefits Widget

The following details adding the Anytime Benefits widget to a template on the Employee Experience Configuration form in PrismHR. You may want to create a new template for all clients set up with Anytime Benefits, but you can also add the widget to an existing template. You can also use a client override to enable the widget for specific clients.

To create the Anytime Benefits widget:

7. Click Configuration Templates. The Configuration Templates form opens.

8. On the template to add the widget, click [Image: screenshot] (Edit).

9. On the Dashboard tab, click [Image: screenshot] (New Custom Widget). A new custom widget displays.

10. Complete the following:

Use this option… — To define this…

Title — Example text includes, “Exclusive Employee Benefits!”

Add exclusive employee benefits anytime you like.

This telemedicine benefit allows employees and their family to talk to a board-certified doctor 24/7 nationwide with no copay.

LifeLock combines leading identity theft protection with device security and online privacy to protect you from online threats at home and on-the-go.

Enroll in a plan now

Icon — The icon associated with the widget.

• To move the widget in the list, click [Image: screenshot] and [Image: screenshot] .

• To show or hide the widget, click [Image: screenshot] and [Image: screenshot] .

• To preview, click [Image: screenshot] .

11. Click Save.

After saving the template, all clients using the template can access their Anytime Benefits from the EP Dashbaord.

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Embedding Third-Party Sites in Custom Widgets

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/EP-2330_Third-Party-SSO.htm Path: EP/Employee Portal Tasks (Task Sheets)/EP-2330_Third-Party-SSO.htm

Embedding Third-Party Sites in Custom Widgets

When creating custom widgets from the Employee Experience Configuration form in PrismHR, you can enter markdown text to provide users in Employee Portal (EP) interaction with third‑party sites. With an SSO hyperlink, users are directed to the third‑party site through a new internet browser window without having to log in. With an embedded screen, users can interact with third‑party content directly from the custom widget in EP.

[Image: screenshot]

Who Should Read This?

As a service provider, use these instructions to create custom widgets on the Configuration Templates form with SSO hyperlink and iframe markdown text enabling users in EP to interact with third‑party sites.

Before You Begin

In order to embed or link to a third-party site from a dashboard widget, an SSO service must be created in PrismHR.

To create an SSO service in PrismHR:

1. Click Back Office.

2. From System|Change select System Parameters. The System Parameters form opens.

3. Click the Actions menu [Image: screenshot] and select SSO Services. The SSO Services form opens.

[Image: screenshot]

4. Select + to add a new row.

5. Complete the following:

Use this option… — To define this…

Service ID — A unique identifier for the service.

Description — A description of the service.

Type — Select a service type, which is typically External for vendors. This opens the target service in a separate browser window or tab. Note: At this time, Internal SSO links are not available for PrismHR Custom Processes or EP configurations. They are currently available for internal PrismHR use only.

Service URL — The location of the product.

6. Select Save.

For more information on configuring SSO services, see the Single Sign‑On User Guide on the Customer Resource Center.

Creating an SSO Embedded Screen

An SSO embedded screen enables you to embed a third-party site within a custom widget in EP.

To create an SSO embedded screen in EP:

1. In PrismHR, click the WORK CENTERS menu.

2. From the Employee Experience Work Center, select Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Configuration Templates. The Configuration Templates form opens.

4. On the template you want to add an SSO embedded screen, click [Image: screenshot] (Edit).

5. Select the Dashboard tab.

6. Click [Image: screenshot] (Create New Widget). Complete the following:

Use this option… — To define this…

Title — A title for the widget.

Widget Visibility — Enable the Manager Only option to display the widget in EP for managers only.

Markdown — Enter the following syntax: For example, if you have an SSO set up in System|Change|SSO Services with a Service ID of TCP, the syntax is {{ssold.TCP}}. Note: The width and height values are recommended. You can adjust these values as needed.

To apply the updated template all clients currently using the template, select Apply To Client(s).

7. Click Save.

Creating an SSO Hyperlink

An SSO link enables you to link to a third-party site within a custom widget in EP.

To create an SSO hyperlink in EP:

1. In PrismHR, click the WORK CENTERS menu.

2. From the Employee Experience Work Center, select Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Configuration Templates. The Configuration Templates form opens.

4. On the template you want to add an SSO hyperlink, click [Image: screenshot] (Edit).

5. Select the Dashboard tab.

6. Click [Image: screenshot] (Create New Widget). Complete the following:

Use this option… — To define this…

Title — A title for the widget.

Widget Visibility — Enable the Manager Only option to display the widget in EP for managers only.

Markdown — The following syntax provides an example of an SSO link: Example with escape characters: "en":"<img src=\"https://exampleurl.com/\" width=\"200\"/><br/>\nClick <a href=\"{{ssoId.exampleSSOServiceId}}\" target=\"_blank\">**here**</a> to enroll!\n" Example without escape characters: "en":"<img src="https://exampleurl.com/" width="200"/><br/>\nClick <a href="{{ssoId.exampleSSOServiceId}}" target="_blank">**here**</a> to enroll!\n" Note: The width value is recommended. You can adjust this value as needed.

To apply the updated template all clients currently using the template, select Apply To Client(s).

7. Click Save.

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Linking to a Specific Page in Employee Portal After Login

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/Link-to-Specific-Page-in-EP.htm Path: EP/Employee Portal Tasks (Task Sheets)/Link-to-Specific-Page-in-EP.htm

Linking to a Specific Page in Employee Portal After Login

With the URL https://ep.prismhr.com/#/auth/login?redirectUrl=ess/{component name}, you can link directly to a page in Employee Portal (EP) after login. This lets you provide users with a link directly to the page in EP they need.

For example, a manager receiving a Leave Request Approval Needed notification can select the link provided to display the Approvals page when they log into EP. Another example is an employee receiving an email about their available Benefit Confirmations statements can select the link provided to display the Benefit Confirmations page when they log into EP.

For example:

On the Benefit Confirmations page, the URL is https://ep.prismhr.com/#/ess/benefit‑confirmations. For this page, the component name is benefit‑confirmations.

To construct a URL linking users to the Benefit Confirmations page after login:

1. Navigate to https://ep.prismhr.com/#/auth/login.

2. Append the URL with the redirect statement ?redirectUrl=ess/, then the component name benefit-confirmations, making the URL https://ep.prismhr.com/#/auth/login?redirectUrl=ess/benefit-confirmations.

3. Click Log In. If MFA is enabled, you must enter the provided security code before logging in. The Benefit Confirmations page displays.

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Setting Up MFA for Employee Portal

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/MFA_Employee_Portal/SFMA_in_EP.htm Path: EP/Employee Portal Tasks (Task Sheets)/MFA_Employee_Portal/SFMA_in_EP.htm

Setting Up MFA for Employee Portal

These instructions outline how to set up multi‑factor authentication (MFA) for Employee Portal (EP). MFA applies to each device and browser used to access EP.

Before You Begin

Before you begin using MFA with EP, you must first ensure that each user has a primary email address associated with their account. Although PrismHR accepts both personal and work email for every user, MFA requires that either the personal or work email is designated in the system as the primary email. For MFA with short message service (SMS), users must have a cell phone number in the system.

To determine if users have a primary email, run the User Report (available from theReports menu in PrismHR). To determine if users have a cell phone number, run the Employee Contact Information Report (available from theReports menu in PrismHR).

The User Report lists the primary email of every user.

[Image: screenshot]

The Employee Contact Information Report lists the cell phone number of every user.

[Image: screenshot]

If the Email Address field is blank, the user has no primary email. The user may have provided a work or personal email (or both) in the system. But if the email field is blank on the User Report, this indicates that the user does not have a primary email.

To select a primary email and enter a cell phone number for a user:

1. On the Employee Details form, click the Address tab.

[Image: screenshot]

2. Enter a Cell Phone number for SMS.

3. In the Work Email or Personal Email field, select the Primary option.

4. Click Save.

Email Template and Email Service for MFA

Multi-factor authentication requires your organization to set up a message template and associate it with the MFA passcode email service.

To create the message template:

1. Click [Image: screenshot] (Back Office).

2. From System|Change, select Message Templates. The Message Templates form opens.

3. Complete the following:

[Image: screenshot]

Use this option — To define this

Message ID — A message ID for the template. For example, MFA.

Description — A description of the template. For example, MFA Template.

Content Type — TEXT or HTML.

Subject — A subject line for emails using the template.

Body — The body of the message. Be sure to include the <> substitution variable in the message. This is what the user enters when they log in with multi‑factor authentication.

4. Click Save.

To associate the message template with the MFA passcode email service:

1. Click [Image: screenshot] (Back Office).

2. From System|Change, select System Parameters. The System Parameters form opens.

3. In the Action Menu ( [Image: screenshot] ), select Email Services. The Email Services form opens.

[Image: screenshot]

4. In sMFA Email, enter an email address that recipients will see when they receive an email for multi‑factor authentication. This does not need to be an actual, monitored email account. However, you can use a monitored account to enable users to communicate if they have a problem.

5. In the table, create a new line.

6. From the Template Type list, select MFA Passcode.

7. In the Template column, enter the ID of the template you created. The Description displays.

8. Click Save. The System Parameters form displays.

9. Click Save.

System-Level MFA

As a service provider, you must enable MFA for EP independently from the MFA settings for PrismHR. MFA for EP is not automatically enabled.

At the system level, MFA for EP affects all managers and employees at all worksites. However, client‑level and user‑level settings can override system-level settings. The MFA device expiration period applies to all levels of authentication.

1. In PrismHR, click [Image: screenshot] (Back Office).

2. From System|Change, select System Parameters. The System Parameters form opens.

3. In the Action Menu ( [Image: screenshot] ), select Authentication Services. The Authentication Services form opens.

[Image: screenshot]

4. Select an option for the sMFA Device Expiration for Employee Portal period.

After the number of days specified, EP users are prompted to request an authorization.

5. In sMFA Security Code Access, select from the Allowed sMFA Methods:

-Email—enabled by default and cannot be removed

• SMS—select this option to enable MFA with SMS in addition to email

Note: Note: SMS security code access is only available at the system level. The SMS update applies to both PrismHR and EP.

6. Click Save. The System Parameters form displays.

7. Click Save.

If you enable this option, all users who access EP must re‑authenticate their access after the specified time interval for each device they use. The system prompts them to request an authentication code, which it sends to the email address associated with their EP user account. Then the user can enter the authentication code to regain access to EP.

Client-Level MFA

Enabling MFA at the client level affects all managers and employees of the client. However, user‑level settings can override client‑level settings.

Note: Note: If a user works for multiple clients and at least one of those clients has enabled MFA, the user is prompted for MFA. This is the system default, unless MFA is explicitly disabled at the user level.

1. In PrismHR, select the client for whom you want to enable MFA.

2. Click the CLIENT menu.

3. From Client|Change, select Client Details. The Client Details form opens.

4. In the Action Menu ( [Image: screenshot] ), select Security. The Client Security form opens.

[Image: screenshot]

5. In the Access panel, select an option for MFA Device Expiration for Employee Portal for this client.

If you enable this option, all users associated with this client who access EP must re‑authenticate their access after the specified time interval for each device they use. The system prompts them to request an authentication code, which it sends to the email address associated with their user account. Then the user can enter the authentication code to regain access to EP.

6. Click Accept. The Client Details form displays.

7. Click Save.

User-Level MFA

Enabling MFA at the user level affects each specified user only. Note that MFA settings for EP do not apply to single sign-on (SSO) integrations. If an SSO user is logged in to PrismHR and selects the My Employee Portal option, the user is not prompted for MFA, even if it is enabled for that user.

Note: Note: Note that at the user level, MFA settings apply to both PrismHR and EP.

1. In PrismHR, click [Image: screenshot] (Back Office).

2. From System|Change, select Users. The Users form opens.

[Image: screenshot]

3. Enter the User ID for the manager or employee.

4. In the Status panel, select an option for sMFA Device Expiration for this user.

If you enable this option, this user must re‑authenticate their access after the specified time interval for each device they use. The system prompts them to request an authentication code, which it sends to the email address associated with their user account. Then the user can enter the authentication code to regain access to the system.

5. Click Save.

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Adding Performance Management Widgets to Employee Portal

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/Performance-Management-Widgets.htm Path: EP/Employee Portal Tasks (Task Sheets)/Performance-Management-Widgets.htm

Adding Performance Management Widgets to Employee Portal

This document details the three performance management widgets and how to add them to a template on the Employee Experience Configuration form in PrismHR. When you add these widgets to a template, they display on Employee Portal (EP) Dashboard.

Adding these widgets to the EP Dashboard includes the following:

• Creating the SSO service in PrismHR

• Adding the widget to a template

The three performance management widgets are:

• Milestones: Displays employee appraisal reminders

• Notifications: Displays employee notifications

• All Appraisals: Displays employee notifications

Creating the SSO Service

First, you must create the SSO service in PrismHR.

To create the SSO service in PrismHR:

1. Click Back Office.

2. From System|Change select System Parameters. The System Parameters form opens.

3. In the Actions menu [Image: screenshot] , select SSO Services. The SSO Services form displays.

4. To add a new row, click [Image: screenshot] .

5. Enter the following information:

Field — Value

Service ID — AGILEHR_APPRAISALFEEDBACKMILESTONES

Description — Appraisal Feedback Milestones Plugin

Type — External

Service Description — Outbound

Service URL — Milestones: https://setup.agilehr.com/sso/prismsso.aspx?redirectPath= /performance/plugins/AppraisalFeedbackMilestones.aspx Notifications: https://setup.agilehr.com/sso/prismsso.aspx?redirectPath= /core/plugins/Notifications.aspx All Appraisals: https://setup.agilehr.com/sso/prismsso.aspx?redirectPath= /performance/plugins/Appraisals.aspx

6. Click Save.

Now you can add the widget to a template on the Employee Experience Configuration form.

Adding the Widget to a Template

If the SSO service is created in PrismHR, you can add the widget to a template on the Employee Experience Configuration form.

To add the widget to a template:

7. Click Configuration Templates. The Configuration Templates form opens.

8. Click the Dashboard tab.

9. To add a new custom widget, click [Image: screenshot] (Create New Widget). Enter the following information:

Field — Value

Title — Enter a name for the widget.

Widget Visibility — To display the widget in for managers only, enable the Manager Only option.

Markdown — Milestones: Notifications: All Appraisals:

To apply the changes to specific clients, click Apply to Client(s). In the Client Search, select the clients to use the template and click Apply.

10. Click Save.

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Working with the Support Center

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/Support-Center.htm Path: EP/Employee Portal Tasks (Task Sheets)/Support-Center.htm

Working with the Support Center

The Support Center in Employee Portal (EP) lets managers and employees submit questions or report issues to their service providers. These instructions outline how to enable and use the Support Center in EP.

Before You Begin

To use the Support Center, you must have ClientSpace enabled for the account, and ClientSpace configured with the PrismHR API. For detailed instructions on configuring ClientSpace with EP, see Configuring ClientSpace to work with the Employee Portal.

Enabling the Support Center

To display the Support Center (

[Image: screenshot]

) in EP, you must enable it on the Employee Experience Configuration form in PrismHR for both managers and employees.

To enable the widget for managers and employees:

1. Click Configuration Templates. The Configuration Templates form opens.

2. On the template to add the menu item, click [Image: screenshot] (Edit).

3. On the General tab in the Enable Settings panel, to enable for managers, select Support Center for Managers. To enable for employees, select Support Center for Employees.

To apply the changes to specific clients, click Apply to Client(s). In the Client Search, select the clients to use the template and click Apply.

4. Click Save.

Submitting a Case

After enabling the Support Center on the Employee Experience Configuration form, managers and employees can use the feature in EP.

Managers

To submit a case in the Support Center as a manager:

1. Select [Image: screenshot] (Support Center). The Support Center opens.

2. Click Submit a Question.

3. Complete the following:

• Myself - For an issue or question regarding myself as an employee.
• My Employee - For an issue or question regarding an employee. | Case Type | Select the option that applies to your issue or question. | | Subject | Enter the subject of your issue or question. | | Description | Enter a description for your issue or question. |

4. To submit your case to ClientSpace, click Submit.

Employees

To submit a case in the Support Center as an employee:

1. Select [Image: screenshot] (Support Center). The Support Center opens.

2. Click Submit a Question.

3. Complete the following:

4. To submit your case to ClientSpace, click Submit.

Viewing Cases in Employee Portal

Managers and employees can view support cases in the Support Center. You can filter by the case status, search by the subject, and even add or remove columns from the list. To view case details, select the Case Number.

Reviewing Case Assignments in ClientSpace

After submitting a case in EP, you can review the Case Details in ClientSpace.

[Image: screenshot]

The following information populates from the Support Center in EP:

• Employee Question - Case submitted by an employee or manager for themselves.
• Manager Question - Case submitted by a manager for an employee. | Reported By | The reporter’s username. If a manager submits the case, the manager’s username displays. If an employee submits the case, the employee’s username displays. | | Employee | The employee’s name. If a manager manually enters an employee’s name in the widget, the information entered displays in Issue. | | Subject | The Subject defined in the widget. | | Issue | The Description defined in the widget. | ClientSpace generates the Category, Status, and Priority..

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Adding a Form W‑2 Electronic Enrollment Widget to Employee Portal

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/Employee%20Portal%20Tasks%20(Task%20Sheets)/W-2-Electroninc-Enroll_Widget.htm Path: EP/Employee Portal Tasks (Task Sheets)/W-2-Electroninc-Enroll_Widget.htm

Adding a Form W‑2 Electronic Enrollment Widget to Employee Portal

Enabling employees to elect to receive their Form W‑2s electronically (instead of receiving them in the mail) saves service providers time and money. You can encourage employees to enroll in electronic W-2 access with a widget in Employee Portal (EP).

[Image: screenshot]

To add a W‑2 electronic enrollment widget to Employee Portal:

1. Click Configuration Templates. The Configuration Templates form opens.

2. Open the appropriate template (default or custom). You can also add the widget for a single client as a client override.

3. Click the Dashboard tab.

4. Click [Image: screenshot] (New Custom Widget). The new widget displays at the bottom of the list.

5. Complete the following:

Field — Enter…

Title — A name for the widget (for example, Early Access to you W-2!) You can also enter a title in Spanish (for example, ¡Acceso anticipado a su W-2!).

Markdown — For English enter:
W-2 season is coming!**
Click here to receive your W-2 here in the Employee Portal as soon as it becomes available.** For Spanish, enter: If using Spanish, enter:
¡Se acerca la temporada W-2!**
Haga clic aquí para recibir su W-2 aquí en el Portal del empleado tan pronto como esté disponible.**

• To preview the widget, click [Image: screenshot] (Widget Preview).

• To control the widget display for employees, click [Image: screenshot] (Show) and [Image: screenshot] (Hide).

6. PrismHR recommends using [Image: screenshot] to move the widget to the top of the list for better visibility.

7. Click Save.

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Creating Alerts

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Alerts.htm Path: EP/EPCT-Help/Alerts.htm

Creating Alerts

To create and manage alerts that employees see when they log in, use the Alerts form. Some examples of alerts include a dialog box announcing site maintenance, information about an upcoming release, or an expected delay in pay. You can also track alert activity (for example, the date and time the alert displayed, the number of views, and whether the alert was closed or acknowledged).

[Image: screenshot]

• Client
• Service Provider | Available To | The client or clients who can view the alert. Displays the name of the client or All. | | Date Created | The date the alert was created. | | Last Updated | The date the alert was last updated. | | Last Updated By | The name of the last person to update the alert. | | Status | The alert status: - Active - Scheduled - Inactive |
• Active
• Scheduled
• Inactive ## Before You Begin

For an active alert to display when logging into Employee Portal (EP), you must target a segment. Use the Segments form to create a segment. For more information, see See Creating Segments.

Creating an Alert

To create an alert:

1. Click the Alert tab. The Alerts tab opens.

2. Click +Add.

Configuring General Settings

To configure general settings, use the General tab.

To configure general settings:

On the General tab, complete the following:

• Inactive - The alert is inactive.

• Active - The alert is active and shows upon login. In the End Date panel, you can select an end date.

• Scheduled - The alert is scheduled. In the Start Date and End Date panels, select a start and end date. Start Date is required. | Alert Name | Enter a name for the alert. | | Alert Features | To display documents for employees to review and sign, enable Documents. The Documents tab displays. For more information, see Creating Alerts with Attached Documents. | | Display Behavior | Select the display behavior of the alert: - Optional - Employees can close the alert, and it does not show again. - Mandatory - Employees must review and sign documents to use Employee Portal. - On Every Login - Employees can close the alert, but the documents show every time they log in until they are reviewed and signed. |

• Optional - Employees can close the alert, and it does not show again.

• Mandatory - Employees must review and sign documents to use Employee Portal.

• On Every Login - Employees can close the alert, but the documents show every time they log in until they are reviewed and signed. At any point setting up an alert, you can

• Click Create an Alert to save the alert.

• Click Preview to preview the alert.

• Click Cancel to cancel.

Configuring Content

To configure content shown in the alert, use the Content tab.

To configure content:

1. Select the Content tab.

2. In the Header panel, complete the following:

3. In the Body panel, enter text in Body Content to show in the body of the alert.

4. In the Acknowledgment Button panel, enter a name in Button Name for the acknowledgment button.

5. In the Footer panel, enter text in Footer Content to show in the footer of the alert.

6. Click Save.

Attaching Documents

Note: The Documents tab displays only if the Documents alert feature is enabled on the General tab. For more information, see Creating Alerts with Attached Documents.

To attach documents to an alert, use the Documents tab. You can also:

• Select for the alert to display electronic consent

• Edit the header, body, and acknowledgment button

• Select if the document requires a signature

Note: Note: To attach a document that requires a signature, the file must be in .pdf format. In addition, the document cannot be password protected against editing.

Targeting Segments

Targeting segments enables you to control who sees the alert upon login. To target the alert at a segment, use the Segment tab.

To target segments:

1. Select the Segment tab.

2. Select segments from the list.

3. Click Save.

You can also edit a segment from the Segment tab. To edit a segment, click Edit.

Viewing Alert Activity

To view alert activity, such as the alert status, the date and time the alert displayed, and the number of views, use the Activity tab. Some of the following options are specific to alerts with attached documents.

• Employee
• Manager | Number of Views | The total number of views. You click the value to open the Activity View Details window. For more information, see See Viewing the Activity View Details. | | Documents Signed | The number of documents signed out of the total number of documents. Applies only to alerts with attached documents. You click the value to open the Activity View Details window. For more information, see See Viewing the Activity View Details. | | Status | The list of statuses: - Displayed - The alert displayed upon login. - Acknowledged - The employee acknowledged the alert. After acknowledging the alert, it does not display again. - Signed - The employee signed the required documents. Applies only to alerts with attached documents. - Closed - The employee closed the alert without acknowledging. The alert displays upon login until the employee clicks the acknowledgment. - Declined - The employee declined electronic consent. Applies only to alerts with attached documents. |
• Displayed - The alert displayed upon login.
• Acknowledged - The employee acknowledged the alert. After acknowledging the alert, it does not display again.
• Signed - The employee signed the required documents. Applies only to alerts with attached documents.
• Closed - The employee closed the alert without acknowledging. The alert displays upon login until the employee clicks the acknowledgment.
• Declined - The employee declined electronic consent. Applies only to alerts with attached documents. | Date | The date and time for each status. | #### Viewing the Activity View Details

To view the alert status, date, and time signatures for a specific employee, use the Activity View Details window.

To open the Activity View Details window for alerts without attached documents:

• Click the value in Number of Views. The Activity View Details window opens.

To open the Activity View Details window for alerts with attached documents:

• Click the value in Documents Signed. The Activity View Details window opens.

1. Click the value in Documents Signed. The Activity View Details window opens.

2. After the employee signs the document, the Documents column displays the PDF file as a link. Clicking the link initiates a download to your machine. Click the link to download and view the signed document.

[Image: screenshot]

The following is an example of the information included with the signed document:

[Image: screenshot]

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Appearance

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Appearance.htm Path: EP/EPCT-Help/Appearance.htm

Managing the Appearance

On the Appearance tab, you can select several options for a template. These include:

• Theme

• Login background color (for the Login page)

• Login message (English and Spanish)

You can upload images for:

• Login logo

• Login background image

• Dashboard logo

Note: Note: When you add or change an item on the Appearance tab, the system updates all clients associated with the template.

[Image: screenshot]

To customize the appearance of the template:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Configuration Templates. The Configuration Templates form opens.

4. Click the Appearance tab.

5. Complete the following:

Use this option — To do this

Theme — Select a theme.

Login Background Color — Enter a hexadecimal value. You can also click the text box to display a color palette. Use the color slider or move your cursor on the palette.

Login Message — Enter the text to display when a user first logs in.

Login Logo, Login Background Image, Dashboard Logo — To upload a logo, click Browse. Select an image to upload and click Open.

To apply the changes to specific clients, click Apply to Client(s). In the Client Search, select the clients to use the template and click Apply.

6. Click Save.

Note: Note: To remove a logo or background image, click Delete next to the image, then click Save. The image is not deleted until you click Save.

========================================================================

Managing Client Overrides

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Clients.htm Path: EP/EPCT-Help/Clients.htm

Managing Client Overrides

To control which templates are assigned to which clients, use the Client Overrides form. To assign a template to a client, select a template for the client from the Assigned Templates list.

[Image: screenshot]

Use the Status list to filter the list of client overrides. The list defaults to active clients.

Applying Client Overrides

The Client Override option lets you override specific template settings for a client. To change a few features for a client while keeping all the other settings, use the Client Override option.

Note: Note: Client overrides apply only to settings with the Client Override option enabled. All other settings remain the same for the applied template.

To apply a client override:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Client Overrides. The Client Overrides form opens.

4. For the client and template you are changing, enable Client Override. [Image: screenshot] displays.

5. Click [Image: screenshot] . The Configuration Override page opens.

[Image: screenshot]

6. Make changes on any of the template tabs.

Client overrides are specific to the features you change. For example, if you want to disable Spanish for a specific client, but maintain the other template settings, you can disable Spanish Language with the Client Override option enabled. This disables Spanish language only for the client associated with the client override.

For descriptions of each tab and the options available, see:

• General - See Managing General Settings

• Menu - See Managing the Menu

• Dashboard - See Managing the Dashboard

• Appearance - See Managing the Appearance

• Documents - See Managing Documents

7. Click Save. The system applies the changes to the client.

Note: Note: To undo a change, click

[Image: screenshot]

.

========================================================================

Dashboard

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Dashboard.htm Path: EP/EPCT-Help/Dashboard.htm

Managing the Dashboard

On the Dashboard tab, you can control the display of items, or widgets, for a template in Employee Portal (EP). Several default widgets which you can move, rename, or hide are available on the Configuration Templates form.

Note: Note: When you add or change a Dashboard item, the system updates all clients associated with the template.

The default items include:

• Benefits
• My Approvals (Manager) | - Birthdays & Anniversaries | - My Employees (Manager) |
• Birthdays & Anniversaries
• My Employees (Manager) | - Contact Us | - New Messages |
• Contact Us
• New Messages | - Events | - Paid Time Off |
• Events
• Paid Time Off | - Life Events | - Pay |
• Life Events
• Pay You can also create custom items (for example, Site Unavailable Message, Open Enrollment, and Contacts).

[Image: screenshot]

To edit a dashboard, click Edit Employee Dashboard or Edit Manager Dashboard. The Dashboard Configuration form displays.

On the Dashboard Configuration form, you can add, remove, resize, and edit widgets.

• To add a widget, click Add Widget.

• To resize a widget, click the bottom right corner of the widget and drag to the new width and height.

• To show or hide a Dashboard item, click [Image: screenshot] or [Image: screenshot] .

• To delete a Dashboard item, click [Image: screenshot] .

Note: Note: Note that you cannot delete a default Dashboard item, but you can hide it or rename it. You can delete custom Dashboard items.

Creating a Custom Widget

To create a custom widget:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Configuration Templates. The Configuration Templates form opens.

4. Click the Dashboard tab.

5. Click [Image: screenshot] (New Custom Widget). A new custom widget displays.

[Image: screenshot]

6. Complete the following fields:

Field — Action

Title — Enter the name of the widget.

Widget Visibility — To enable visibility for managers only, select the Manager option. To enable visibility for employees only, select the Employees option. Select the Employees and Manager option to enable visibility for all employees.

Targeted Segment — To limit which employees see the widget in EP, select a segment from the list. For example, you can create a segment specific to one company, then target the widget at the segment so only that company and their employees see the widget in EP. To create segments, use the Segments form. For more information, see See Creating Segments. To view read‑only information about the selected segment, click View Segment.

Markdown — Enter the text you want to display on the widget.

• To move the widget in the menu, click [Image: screenshot] and [Image: screenshot] .

• To show or hide the widget, click [Image: screenshot] and [Image: screenshot] .

• To preview the widget, click [Image: screenshot] .

• To change the widget’s size on the dashboard, click and drag the lower right corner of the widget.

• To change the widget’s position on the dashboard, click and drag the widget.

To apply the changes to specific clients, click Apply to Client(s). In the Client Search, select the clients to use the template and click Apply.

7. Click Save.

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Managing Document Categories

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Document-Categories.htm Path: EP/EPCT-Help/Document-Categories.htm

Managing Document Categories

Note: See the Document Management Quick Start Guide on the Customer Resource Center.

Document categories control how documents are displayed throughout Employee Portal (EP), including who can see the documents and where the documents are located. The Document Categories page enables you to create and manage your document categories.

[Image: screenshot]

The AVAILABLE tab displays all active document categories available for use. The ARCHIVED tab displays all archived document categories.

You can search, filter, and sort document categories that display in the table. You can also use Columns to select columns you want to display in the table.

• Employee: /Employee Documents///

• Company: /Company Documents/

• Global: /Global Documents/ | Assigned To | The intended audience for files associated with this document category are: - Employee: Documents with this category are available to the specific employee assigned to the document category. - Company: Documents with this category are available to the specific company assigned to the document category. - Global: Documents with this category can be shared with multiple companies. Managers and employees see these documents when the category is added to the template. Service providers see categories that are assigned to their PrismHR role. |

• Employee: Documents with this category are available to the specific employee assigned to the document category.

• Company: Documents with this category are available to the specific company assigned to the document category.

• Global: Documents with this category can be shared with multiple companies. Managers and employees see these documents when the category is added to the template. Service providers see categories that are assigned to their PrismHR role. | Status | The document category status: - Active: Associated documents are visible to users. - Inactive: Associated documents are hidden from users. |

• Active: Associated documents are visible to users.

• Inactive: Associated documents are hidden from users. | Action | - Duplicate the document category by clicking [Image: screenshot] . - Archive the document category by clicking [Image: screenshot] . - Restore the document category by clicking [Image: screenshot] . |

• Duplicate the document category by clicking [Image: screenshot] .

• Archive the document category by clicking [Image: screenshot] .

• Restore the document category by clicking [Image: screenshot] . This topic includes:

• Creating a Document Category

• Archiving a Document Category

• Restoring an Archived Document Category

• Reserved Document Categories

Creating a Document Category

To create a document category:

1. Click [Image: screenshot] (Back Office).

2. From Operations|Change, click Document Categories. The Document Categories form opens.

3. Select Create A Document Category. The Create Document Category screen opens.

4. Complete the following fields:

• Active: Associated documents are visible to users.
• Inactive: Associated documents are hidden from users. | Category name | Enter a name for the document category. | | Description | Enter a brief description. | | Assigned to | Select the intended audience for files associated with this document category: - Employee: Available to the employee assigned to the document category. - Company: Available to the company assigned to the document category. - Global: Available to the managers and employees when the category is added to the template. Service providers see categories that are assigned to their PrismHR user role. |
• Employee: Available to the employee assigned to the document category.
• Company: Available to the company assigned to the document category.
• Global: Available to the managers and employees when the category is added to the template. Service providers see categories that are assigned to their PrismHR user role. | Path | Leave the field blank to place documents in the provided location, or enter a directory name to be created as a sub-directory. |

5. When you are finished, select Save Document Category.

• To edit a document category, select the name of the document category in the Category Name column.

• To duplicate a document category, click [Image: screenshot] .

Archiving a Document Category

To archive a document category:

1. On the AVAILABLE tab in the Action column, for the document category you want to archive, click [Image: screenshot] . A message displays indicating that all assigned documents will no longer be available and that the document category will be moved to the ARCHIVED page.

2. Click Yes, Archive.

Restoring an Archived Document Category

To restore an archived document category:

1. On the ARCHIVED tab in the Action column, for the document category you want to restore, click [Image: screenshot] . A message displays indicating that the document category will be moved to the AVAILABLE tab with an Inactive status.

2. Click Yes, Restore.

Note: Note: Restored document categories must be set to an Active status before they can be used. For more information, see Editing a Document Category.

Working with Reserved Document Categories

The Document Categories form contains four reserved document categories for storing federal, state, local, and general tax forms. When an employee updates their tax information with Tax Form Processing enabled, updated PDFs generate, and store in these document categories accordingly. The categories are:

• Federal Tax Form

• State Tax Form

• Local Tax Form

• General Tax Form

The categories contain the following configuration:

Field Name — Value

Status — Active

Description — These document categories manage federal, state, local, and general tax forms. PrismHR uses these categories to assign auto-generated tax forms to employees and can, therefore, not be edited, duplicated, or archived.

Assigned to — Employee

Path — /Employee Documents///Tax Forms

The categories store employee tax documents automatically without being assigned to an employee template. Service providers and worksite trusted advisors can view employee tax documents based on their user role and document category security settings in PrismHR using the User Roles and Document Security Maintenance forms. After adding the document categories to their user roles, the forms are visible in Manage Documents.

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Documents

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Documents.htm Path: EP/EPCT-Help/Documents.htm

Managing Documents

On the Documents tab, you can control the behavior and display of documents based on assigned document categories for managers and their employees.

[Image: screenshot]

Assigning Document Categories to the Template

Document categories are created on the Document Categories form. Once created, access is provided to service providers, worksite trusted advisors, and worksite managers by assigning the document categories to their user roles in PrismHR. Access is provided to employees by assigning them to their client’s template. For more information, see the Document Management Quick Start Guide on the Customer Resource Center.

To assign document categories to the template:

1. Select document categories in the Select Document Category(s) field.

2. To assign the document categories, click Assign Categories. A list displays with the selected document categories.

• Delete: Employees can delete existing documents.
• Edit: Employees can edit existing documents.
• Move: Employees can move documents to different folders.
• Rename: Employees can rename documents.
• Upload: Employees can upload their own documents. | Action | To delete a document category from the template, click [Image: screenshot] . |

3. To apply the changes to clients using the template, click Apply To Client(s).

4. Click Save.

========================================================================

Working with Document Management

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Documents_Document-Management.htm Path: EP/EPCT-Help/Documents_Document-Management.htm

Working with Document Management

See the Document Management Quick Start Guide on the Customer Resource Center.

On the Documents tab, you can enable the new document management system for managers and employees. With the new document management system, you can control the behavior and display of documents based on assigned document categories for managers and their employees.

[Image: screenshot]

Enabling Document Management

To enable the new document management system for employees:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Configuration Templates. The Configuration Templates form opens.

4. Click the Documents tab.

5. Select the Enable new document management option.

6. To apply the change to clients using the template, click Apply To Client(s).

Assigning Document Categories to the Template

To provide employees access to document categories and the documents associated with them, you must assign the document categories to the client configuration template.

Note: Note: You can provide access to service providers, worksite trusted advisors, and worksite managers by assigning the document categories to their user roles in PrismHR. For more information, see Assigning a Document Category to Service Providers and Managers in the Document Management Quick Start Guide on the Customer Resource Center.

To assign document categories to the template:

1. Select document categories from the Assign Document Categories list.

2. To assign the document categories, click Assign Categories. A list displays with the selected document categories.

• Allow: Employees can upload their own documents.
• Disallow: Employees cannot upload their own documents. | Action | To delete a document category from the template, click [Image: screenshot] . | To apply the changes to specific clients, click Apply to Client(s). In the Client Search, select the clients to use the template and click Apply.

3. Click Save.

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General

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/General.htm Path: EP/EPCT-Help/General.htm

Managing General Settings

The General tab controls which features are available in a template.

Note: Note: When you add or change an option on this tab, the system updates all clients associated with the template.

• Standard - Template applied to clients for active employees.
• Terminated - Template applied to clients for terminated employees. You cannot change templates from Terminated to Standard. To maintain the template configuration:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Configuration Templates. The Configuration Templates form opens.

4. Click the General tab.

5. Enable the following options.

In the Display Settings panel:

Enable — To

Employer Benefits Contribution — Allow employees to view benefits contributions made by the client.

Employer Retirement Match — Allow employees to view the company match for their retirement savings plan account.

Future Checks — Allow employees to view upcoming checks.

Hide Gender — Hide Gender on the Personal Info and Employee Details pages in Employee Portal. If this option is enabled, the Gender field on the Employee Information form in Onboarding does not display. > Note: Note: If the Gender field is designated as a required field on the Onboarding Options form, the Hide Gender option should be disabled. Hiding the Gender field when the Gender field is a required field prevents employees from completing Onboarding.

Hide Gender Designation — Hide Gender Designation on the Personal Info and Employee Details pages in Employee Portal. If this option is enabled, the Gender Designation field on the Employee Information form in Onboarding does not display. In addition, if this option is disabled but Hide Gender is enabled, the Gender Designation field on the Employee Information form in Onboarding is labeled Gender instead.

Custom Privacy Policy — Enable a custom privacy policy, which can be customized by selecting View.

Hide Pronoun — Hide Pronoun on the Personal Info and Employee Details pages. If Hide Pronoun is enabled, the Pronoun field on the Employee Information form in the onboarding workflow does not display.

Hide Tobacco User — Hide Tobacco User on the Personal Info and Employee Details pages.

Hide Disabled — Hide Disabled on the Personal Info and Employee Details pages.

Hide Blind — Hide Blind on the Personal Info and Employee Details pages.

PTO Read Only — Change the PTO page to read-only view. Do not allow employees to create, edit, or cancel PTO requests.

Hide PTO Estimator — Hide the PTO Estimator feature in Employee Portal.

Direct Deposit Read Only — Change the Direct Deposit page to read-only view. Do not allow employees to create, edit, or cancel DD/ACH accounts.

Resident Address Read Only — Change the Address page to read-only view. Do not allow employees to edit their address.

Tax Withholding Read Only — Change the Tax Withholding page to read-only view. Do not allow employees to edit tax withholding amounts.

Ethnicity Read Only — Set Ethnicity on the Personal Info as read only.

Show Mobile App Information — Enable employees to view the QR Code or Employee Code to connect to the PrismHR Mobile App.

Show PrismOne Mobile App Information — Display the PrismONE Mobile App information in Employee Portal.

Enable PTO Calendar Sharing — Enable users to share the Employee Portal PTO calendar with other calendar applications.

Work Email Read Only — Restrict changes to the Work Email field to prevent users from changing their email details.

Retirement Contributions Read Only — Restrict changes to retirement contributions to prevent users from changing their contribution details.

Manager SSN/DoB Entry on New Hire — Allow managers to enter a new hire’s SSN and DoB directly on the New Hire form in Employee Portal.

Custom HPE Roth Banner — Display the Roth Banner for Highly Paid Employees (HPE). Select View to view the English and Spanish version of the custom banner.

In the Enable Settings panel:

Enable — To

Spanish Language — Display labels in Spanish in EP.

Support Center for Managers — Display the Support Center icon ( [Image: screenshot] ) on the managers’ dashboard, enabling them to submit help cases to ClientSpace.

Support Center for Employees — Display the Support Center icon ( [Image: screenshot] ) on the employees’ dashboard, enabling them to submit help cases to ClientSpace.

Tax Form Processing — Enable advanced tax form processing for updating employee tax information automatically. This feature is disabled by default. Note: You must confirm that Document Management is enabled before enabling the Tax Form Processing feature. With Document Management enabled, updated employee information generates PDFs and stores them in the Federal, State, Local, and General Tax Form document categories, respectively. For more information, see Working with Reserved Document Categories in Managing Document Categories. When Tax Form Processing is enabled, the Tax Withholding page in EP displays Multiple Jobs, Claim Dependents Credit, Other Income, and Deductions if data exists for them in PrismHR. For more information on these fields in PrismHR, see the Human Resources User Guide on the Customer Resource Center. These values are state‑specific. For example, if an employee has state tax filing values for both Massachusetts (MA) and Michigan (MI), but the dependents are associated with MA only, dependents display only for MA.

Manager Request/Cancel Employee PTO — Allow managers to request or cancel PTO requests for their assigned employees.

Employees Ability to Cancel PTO — Allow employees to cancel their own PTO requests.

In the Application Behavior panel:

Enable — To

Disable Onboarding Redirect — Stop redirecting new hires to OnHRP/Onboarding, even if the Onboarding in Progess option is enabled on the Employee Details form in PrismHR.

Redirect After Logout — Redirect users logging out of EP to the specified URL instead of EP login page. When enabled, use the URL field to enter a valid URL.

Require Email During Registration — Require a new user to enter a personal email address.

In the Terminated Employee Experience panel, you can limit access for terminated employees.

To apply the changes to specific clients, click Apply to Client(s). In the Client Search, select the clients to use the template and click Apply.

6. Click Save.

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Managing Documents in Document Management

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Manage-Documents.htm Path: EP/EPCT-Help/Manage-Documents.htm

Managing Documents in Document Management

To manage employee documents in Employee Portal (EP), use the Manage Documents form. The documents shown depend on the document categories assigned to the manager’s user role. For more information on assigning document categories to managers, see the Document Management Quick Start Guide on the Customer Resource Center, or the PrismHR in‑product help.

Adding the Manage Documents Menu to Employee Portal

For managers to view their employee document in EP, you must add the Manage Documents menu to the template on the Configuration Templates form in PrismHR. The Manage Documents menu is visible to managers only.

To add the Manage Documents menu option to a template:

1. Click Work Centers.
2. From Work Centers|Employee Experience, click Employee Experience Configuration.
3. Click Configuration Templates. The Configuration Templates form displays.
4. Click [Image: screenshot] (Edit) for the template assigned to the client.
5. Click the Menu tab.
6. In the Manager Navigation section, Manager Area.
7. Click [Image: screenshot] (New Sub Menu). The New Sub Menu option is added to the Manager Tools menu.
8. In the Title (en) field, enter Manage Documents.
9. In the Navigation Actions panel, select Component.
10. In the Component drop-down, select Manage Documents.
11. Click Save.

After adding the menu to a template, managers can view their employees documents.

[Image: screenshot]

Documents are assigned to one of the following categories:

• Employee Documents: Employee documents are assigned to a specific employee. Only the employee, managers, and service providers with access to the employee can view their documents.

• Company Documents: Company documents are assigned to a specific client. Only the employees and managers of that client can view their documents.

• Global Documents: Global documents can be made available to multiple clients by assigning a document category at the template or client‑override level.

Selecting a directory displays sub‑directories and documents within that directory. Selecting a document or file displays icons to manage that file.

Uploading a File

To upload a file to PrismHR:

1. Go to the directory where you want to upload a file.

2. Click [Image: screenshot] .

3. Select a file from your local machine. The Upload Documents page displays.

4. Enter a description for the file and click Upload. When the file uploads, the file displays in the selected directory.

Uploading Multiple Files

You can upload documents in bulk and have the files automatically sorted to the proper clients using the Mastertax Bulk Import tool.

What you Need

Before you begin, make sure you have:

• Permissions to access the Bulk Upload tool. This tool requires specific permissions for each individual to use the tool, and cannot currently be added to a User Role. If you do not have the proper permissions, contact the administrator.

• A Zip file from Mastertax containing the files you want to upload, and files containing the proper naming convention. For more information about the required formats, see the next section.

Correct Zip File Format

For the Bulk Import tool to read the documents in the Zip file correctly, the files must conform to certain naming conventions. Mastertax should already deliver the Zip file in the format below.

The name of the Zip file does not affect the upload, but the name will be used for the Description field for all the documents imported in that upload. For best practices, you should give the Zip file a name that describes the documents, such as “Q1 2024 Mastertax Upload” for first-quarter 2024 tax documents.

The naming convention of the tax files is very important for the files to be read correctly. Mastertax files should be named according to the following rules:

• The document name must be in the following format: xxxxx_C1234_xxxxx.abc
• The first and last sections of the document name (marked “xxxxx” above) can be any alphanumeric characters. They cannot contain spaces or special characters.
• The client ID (marked “C1234” above) must first contain a “C” or an “E”, followed by the Client ID number.
• The file extension (marked “.abc” above) can be any supported document type, such as pdf, doc, or txt.

For example, if the Client ID is 3245, the tax file should look like this: “Q12024_C3245_mastertax.pdf”.

The Bulk Import Form

The Bulk Import form displays the status of past bulk imports, and can be used to add a new bulk import.

[Image: screenshot]

The following fields display on this form:

• Bulk Import Name: Displays the name of the bulk import job.
• Status: Displays the status of jobs that are Done, or jobs that have been Cancelled/Rolledback.
• Started Date: Displays the time that the bulk import began.
• Last Record Processed: Displays the time the bulk import completed.
• Processed Percent: Displays the percent completion of the project as it is processed.
• Total: Displays the total number of files contained in the Zip file.
• Processed: Displays the number of files that were successfully processed.
• Errors: If the system encountered errors during processing, the number of errors displays as a link. Click the link to display the Import Errors form, which displays each file that encountered an error and the source of the error.
• Action: Using the Action buttons, you can roll back a completed bulk import or reprocess errors encountered during the import.

How to Perform a Bulk Import

To perform a bulk import:

1. On the Bulk Import form, click Add Import. The New Bulk Import form displays.

2. Enter a name for the import in the Bulk Import Name field. This name is used as a description for the import in the system.

3. Select a category for the import in the Target Category field. The field only displays categories that you have permission to access.

4. Click Select Zip File. A file selection form displays.

5. Select the Zip file that has been prepared according to the formatting standards listed above.

6. Click Start Bulk Import.

The bulk import begins processing, and the Bulk Import form displays, where you can review the status of the import.

How to Review and Reprocess Errors on a Bulk Import

When you run a bulk import, the system displays the total number of files to be imported, the number successfully processed, and the number of files that were not imported due to errors.

Note: Note: Errors due to mistakes in formatting, unsupported file types, or files that contain 0 bytes cannot be fixed directly using the reprocessing method. To fix these errors, you will need to make changes to the documents on the Zip file and redo the import.

To review errors on a bulk import:

1. On the Bulk Import form, select the import that has processing errors.

2. Select the link in the Errors field.

The Import Errors form displays.

Each file with a processing error displays on this form. The File Name field displays each file, and the Exception field displays the corresponding error message.

Bulk import errors can be fixed according to the type of error:

• If the error indicates the user does not have access to the client, the user must obtain the proper permissions to access that Client ID.
• If the error indicates the Client ID does not exist in the system, one of the documents is likely named incorrectly and must be renamed.
• If the error indicates the file did not match the expected format, the document from the Zip file must be corrected.
• If the error indicates the file type is not supported, the Zip file contains incompatible file types, which could not be processed.
• If the error indicates that a system timeout or connectivity issue prevented the file from being imported properly, the file can be re-imported using the Reprocess button.

To reprocess a bulk import:

1. On the Bulk Import form, select the import that has processing errors.

2. Click Reprocess Errors.

The system attempts to reprocess files that returned errors. Any errors which remain after reprocessing are likely due to file formatting, file type, or permissions issues, and can be reviewed on the Import Errors form.

To roll back a bulk import:

1. On the Bulk Import form, select Rollback.

The Confirm Rollback button displays.

2. Select Confirm Rollback.

The rollback commences, and all processed files from the import are removed from the system.

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Menu

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Menu.htm Path: EP/EPCT-Help/Menu.htm

Managing the Menu

On the Menu tab, you can create, change, and delete menu items for a template in Employee Portal (EP). This tab displays the menu items for both the Employee mode and Manager mode in Employee Portal.

Note: Note: When you add or change a menu or menu item, the system updates all clients associated with the template.

[Image: screenshot]

Changing a Menu Item

• To rename a menu item, select it and enter the new name in Title.

• To move a menu item, place your cursor on the item you want and click [Image: screenshot] and [Image: screenshot] .

• To delete a menu item, select it and click [Image: screenshot] .

Creating a New Menu Item

To create a new menu item:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Configuration Templates. The Configuration Templates form opens.

4. Click the Menu tab.

5. To enter a top-level menu item, click [Image: screenshot] . Or, to enter a sub-menu item, highlight an existing menu item and click [Image: screenshot] . The new item displays in the menu.

[Image: screenshot]

6. Complete the following:

• Launch in new tab - Launch the content in a new browser tab. This is the default.
• Launch in Employee Portal - Embed the content in EP. This option enables employees to access third-party content without leaving the EP site.
• Launch in place of Employee Portal - The content replaces the EP site. | Icon | Select an icon you want to display for the menu item. Note: This is for top‑level menu items only. | | Targeted Segment | Select a segment to limit which employees see the menu in EP. For example, you can create a segment specific to one company, then target the menu at the segment so only that company and their employees see the menu in EP. To create segments, use the Segments form. For more information, see See Creating Segments. To view read‑only information about the selected segment, click View Segment. | | Menu Visibility | Select which type of users can see the menu in Employee Portal. Options include Employee, Manager, or Employee and Manager. | To apply the changes to specific clients, click Apply to Client(s). In the Client Search, select the clients to use the template and click Apply.

7. Click Save.

Menu Components

The following are menu components for employees:

Component — Description

1095‑C — Access the IRS 1095-C form.

1099 — Access the IRS 1099 form.

Address — View and edit details for the home address.

Benefits Confirmations — View the benefit confirmation statement after enrollment.

Benefits Enrollment — Fill out the forms for the Benefits Enrollment workflow, such as insurance coverage and retirement contributions.

Benefits Summary — Includes summary benefits for enrollment, such as coverage amounts and premiums.

Contact Info — View and edit contact information, such as phone number and email address.

Dependents/Beneficiaries — View and edit beneficiaries and dependents for insurance coverage.

Direct Deposit — View, add, and remove direct deposit account numbers and routing numbers.

Documents — View documents made available by management.

Driver’s License — View and edit driver’s license information.

Emergency Contacts — View and edit the emergency contact list.

Employment Summary — View a summary of the employment information and job role.

Events — View client events.

Flexible Spending — View and edit flexible spending account information.

Legacy Single Sign‑On — Access the system through the legacy single sign-on service.

Life Events — Enter Life Events that impact work hours, such as bereavement or accidents.

Pay History — View the pay history for different pay periods.

Personal Info — View and edit personal information for the employee record.

Retirement — View and edit retirement contribution amounts.

Single Sign‑On — Access the single sign-on application.

Slavic — Access the Slavic 401k application.

Tax Withholding — View and edit tax withholding information applied to paychecks.

Time Off — Request PTO, which is sent to a manager for approval.

Vehicle Insurance Policies — View vehicle insurance policies that are available.

Vehicles — View and edit vehicle information saved on the employee record.

Veteran Status — View and edit veteran status.

W-2 — Access the W-2 form from the employer for tax calculations.

Manager Menu Components

The following are menu components for managers only:

Component — Description

Alerts — Create and manage alerts that employees see when they log in.

Manage Documents* — Manage employee documents with the Manage Documents page. For more information, see Managing Documents.

My Approvals* — Manage employee time off requests with the My Approvals page.

My Employees* — Manage employee detail information with the My Employees page.

New Hire Dashboard* — Initiate the new hire process by entering personal information, employment details, and accounting information.

PTO Team Calendar* — View employee approved and pending paid time off before approving additional time off with the PTO Team Calendar page.

Payroll History* — View and download reports on completed payrolls.

Payroll Inquiry* — View a report on the payroll batch inquiry.

Report Center — Access Report Center without logging into PrismHR with the Report Center menu. > Note: Note: In PrismHR on the User Roles form, managers must have access to the Report Center process ID, HRPY.WORK*INFRC, to access Report Center. If they do not have access, the Report Center menu does not show in EP.

Report Center (Embed) — Embed a Report Center workbook or dashboard directly into Employee Portal.

Segments — Add, view, and delete segments for alerts, as well as specify recipients.

Time Sheet Entry — Review, edit, and approve time sheets for employees.

*The employees shown depend on manager data security settings in PrismHR.

To view manager data security settings:

1. Click [Image: screenshot] (Back Office).

2. From System|Change, select Users. The Users form opens.

3. In User ID, enter the manager’s unique user ID.

4. Click [Image: screenshot] (Action Menu) and select Data Security. The Data Security form opens.

Creating a Single Sign-On Menu Item

As a service provider, you can customize the employee experience by adding single sign-on (SSO) menu items. SSO menu items let employees navigate seamlessly to an external website, without having to re-enter their user name and password.

You can create an SSO menu for a marketplace partner or any third-party vendor. For more information on implementing SSO services, please see the Single Sign-On User Guide, available in the Customer Resource Center.

To add a single sign-on menu item:

1. Click [Image: screenshot] for a top-level SSO item. Note that top-level menu items display at the bottom of the menu. Click [Image: screenshot] for a sub-menu SSO item.

2. Complete the following:

3. From the Component list, select Legacy Single Sign-On or Single Sign-On.

• PrismHR Onboarding (OnHRP)
• PrismHR Time and Labor
• TimeAmerica | Single Sign-On | - PrismHR Benefits Enrollment - TimeCo - Nettime Solutions - FinFit - Any custom SSO implementation |
• PrismHR Benefits Enrollment
• TimeCo
• Nettime Solutions
• FinFit
• Any custom SSO implementation

4. From SSO Service, select the marketplace provider that you want. The options include the marketplace providers that you set up on the SSO Services form, available in PrismHR on the System Parameters form in the Actions menu [Image: screenshot] .

Note: Note: You can create an SSO menu for a marketplace partner or any third-party vendor. For more information on implementing SSO services, please see the Single Sign-On User Guide, available in the Customer Resource Center.

5. Select one of the following options:

• Launch in new tab - Launch the content in a new browser tab. This is the default.

• Launch in Employee Portal - Embed the content in EP. This option enables employees to access third-party content without leaving the EP site.

• Launch in place of Employee Portal - The content replaces the EP site.

6. In the Icon panel (for top-level items only), select the icon you want to associate with the SSO item.

7. Click Save.

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Employee Experience Configuration

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Overview.htm Path: EP/EPCT-Help/Overview.htm

Employee Experience Configuration

The Employee Experience Configuration form lets you create and define the features and appearance of Employee Portal (EP). On the Employee Experience Configuration form, you can create custom templates, themes, and menus on a global level, or for specific clients. You can then apply these templates, themes, and menus to an individual client or several clients.

• Themes: With Themes, you create palettes with custom colors and attach them to templates. In this way, you can customize the employee experience for each of your clients.

• Templates: With Templates, you decide which features are accessible and how to display them. You can build a custom menu, design the dashboard layout, and attach a theme to a template. From the Appearance tab, you can upload custom logos and display a unique login message.

With the appropriate permissions, administrators can view, edit, create, and delete themes, menu items, and templates.

07/25/18

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Creating Segments

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Segments.htm Path: EP/EPCT-Help/Segments.htm

Creating Segments

Segments enable you to target alerts, menus, and widgets in Employee Portal (EP) at specific companies, and even specific departments, divisions, and locations within those companies. You can also target alerts, menus, and widgets at specific groups of employees. After creating a segment, you can assign it to an alert to determine who sees the alert upon login. To create and manage alert segments, use the Segments form.

[Image: screenshot]

Segments are expressions made up of variables, operators, and values. The variables, operators, and values create expressions targeting the segment at specific locations, companies, and employees. For example:

AND statements require all expression variables to be met. The following sections function as AND statements:

• Segment Setting (managers or employees)

• Targeted Locations (specific states - worksite or residential)

• Targeted Employees (specific companies or employees)

For example, you can target managers only, AND managers residing in Massachusetts, AND managers employed by the company Arrows Technologies, Inc.

OR statements allow for any expression values to be met. All options for Targeted Locations and Targeted Employees function as OR statements. For example, you can target managers residing in Massachusetts OR managers with a worksite state of Colorado. Or, you can target employees working for Arrow Technologies, Inc., OR Bob’s Bike Shop.

Segment Example

The following is an example of a segment targeting specific locations, companies, and employees.

[Image: screenshot]

• Worksite state (Enabled) = CO (Colorado).

• Resident state (Enabled) = MA (Massachusetts). | Targeted Employees | Send to specific companies and employees | Enabled. - Company (ID) (Enabled) = Arrow Technologies, Inc. - Employees (Disabled). |

• Company (ID) (Enabled) = Arrow Technologies, Inc.

• Employees (Disabled). The segment from the previous table targets the following employees:

• Both active and terminated

• Residing in Massachusetts or with a worksite location in Colorado

• Employed by Arrow Technologies, Inc.

Creating a Segment

The following details creating a segment.

To create a segment:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Segments. The Segments form opens.

4. Click Create A Segment.

5. In Segment Name, enter a name for the segment.

6. In Segment Setting, complete the following:

• Both - Both active and terminated employees.
• Active - Employees with an active status.
• Terminated - Employees with a terminated status.

7. In Target Locations, selected the targeted locations.

• None - Do not target a specific location.

• Send to specific states - Specific worksite states, resident states, or both. To select specific worksite states, enable Worksite state and select values from the list. To select specific resident states, enable Resident State and select values from the list.

8. In Targeted Employees, select the targeted audience.

• Everyone - All employees from all clients.

• Send to specific companies and employees - Specific companies and employees. The Company panel shows.

To select specific companies, enable Company (ID). Select values from the list and click Add Company(s). After adding companies to a segment, they show with the Departments, Divisions, Projects, and Shifts options populated from PrismHR. If these values do not exist in PrismHR, the options show as disabled. You can use these options to limit the segment to specific departments, divisions, and so on within a company.

To select specific employees, enable Employees and click Add. Use the Search to add employees to the segment.

9. Click Save.

For more information on targeting alerts, menus, and widgets at segments, see:

• See Creating Alerts

• See Managing the Menu

• See Managing the Dashboard

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Managing Configuration Templates

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Templates.htm Path: EP/EPCT-Help/Templates.htm

Managing Configuration Templates

Templates create the look and feel of Employee Portal (EP). When you associate a template with a client, it controls the display and use of EP features.

[Image: screenshot]

To open the Configuration Templates form:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Configuration Templates. The Configuration Templates form opens.

Note: Note: Note that you cannot delete a default template.

The following topics detail managing template settings on the Configuration Templates form:

• See Managing General Settings

• See Managing the Menu

• See Managing the Dashboard

• See Managing the Appearance

• See Managing Documents

• See Working with Document Management

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Working with Themes

Source: https://tech-docs.prismhr.com/SP_help/Content/EP/EPCT-Help/Themes.htm Path: EP/EPCT-Help/Themes.htm

Working with Themes

Themes are associated with Templates, and they customize the appearance of Employee Portal (EP). You can select a default theme or define the look and feel of EP with a new theme of your design.

[Image: screenshot]

On the Themes form:

• To create a new theme, click Create New Theme.

• To view or edit a theme, click the Name. You can also click [Image: screenshot] .

• To duplicate a theme, click [Image: screenshot] .

• To view a list of templates associated with a theme, open the theme, then click the Templates link.

• To delete a theme, open the theme, then click Delete. If a theme is attached to a template, Delete is disabled and you cannot delete it.

When you open a theme, you can edit it or create a new one from scratch. To quickly create a new theme, you can open one that you like and duplicate it.

[Image: screenshot]

Creating a Theme

To create a new theme, use the Themes form.

To create a theme:

1. Click the WORK CENTERS menu.

2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3. Click Themes. The Themes form opens.

4. Click Create New Theme.

5. Enter a Name for the theme.

6. Define the palette colors by clicking any item in the Color column. You can select:

Enter the hex color code, use the color slider, or move your cursor on the palette. A preview of the color displays in the Example column.

7. Click Save.