Employee Portal
Explains employee dashboard, profile, documents, attendance, correction requests, roster swaps, leave, payroll, payslips, claims, and account preferences.
Workflow
- Open portalEmployee: Review dashboard, profile, attendance, leave, roster, payroll, documents, and claims.
- SubmitEmployee: Check in/out, request correction, request leave, submit claim, or acknowledge document.
- ReviewManager / HR: Approve or reject employee requests with notes.
- CloseSystem: Update balances, attendance, payroll visibility, and notifications.
| Stage | Actor | Action | Result |
|---|---|---|---|
| Open portal | Employee | Review dashboard, profile, attendance, leave, roster, payroll, documents, and claims. | The employee sees self-service context. |
| Submit | Employee | Check in/out, request correction, request leave, submit claim, or acknowledge document. | The item enters the correct workflow. |
| Review | Manager / HR | Approve or reject employee requests with notes. | Employee-facing status updates. |
| Close | System | Update balances, attendance, payroll visibility, and notifications. | Portal stays aligned with admin records. |
Essential fields
Employee
Portal attendance and correction forms
Lets employees check in/out and request corrections for missing or wrong punches.
| Essential field | Plain meaning | Example | Required / notes |
|---|---|---|---|
| Check in/out | Daily punch action. | Check in |
Available when self attendance is enabled. |
| Correction date | Day needing correction. | 2026-06-08 |
Required. |
| Requested times | Correct check-in/out. | 09:00 / 18:00 |
Required depending on correction. |
| Reason | Why correction is needed. | Forgot checkout |
Required. |
Essential fields
Employee
Portal leave and roster swap forms
Lets employees request leave, preview balance effect, cancel pending leave, or request roster swaps.
| Essential field | Plain meaning | Example | Required / notes |
|---|---|---|---|
| Leave type | Type of leave. | Annual Leave |
Required. |
| Dates / portion | When leave is needed. | 2026-06-20 full day |
Required. |
| Reason / attachment | Explanation and proof. | Medical follow-up |
Attachment may be required. |
| Swap target | Roster assignment to exchange. | Sara evening shift |
Required for swap. |
| Swap reason | Why employee wants swap. | Family commitment |
Required. |
Essential fields
Employee
Portal claim, document, and account forms
Lets employees submit claims, acknowledge documents, and update personal account preferences.
| Essential field | Plain meaning | Example | Required / notes |
|---|---|---|---|
| Amount | Claim value. | 3500 |
Required. |
| Claim note/attachment | Why and proof. | Taxi receipt |
Recommended or required by policy. |
| Document acknowledgement | Confirms employee read a file. | Acknowledge |
Creates an audit trail. |
| Preferences | Dashboard and notification choices. | Email alerts on |
Affects only current employee. |
Essential table
Database listing
Portal lists and cards
Shows the employee's own attendance, leave, roster, documents, payslips, claims, and account status.
Filters: Period, Status, Type
| Column | What it means | Where it comes from | Example interpretation |
|---|---|---|---|
| Date / period | Day or payroll period shown. | employee-specific records. | June 2026. |
| Item | Record type displayed. | attendance/leave/payroll/etc. | Annual leave request. |
| Status | Current workflow state. | record status. | Pending manager review. |
| Amount / balance | Financial or leave value. | payroll/leave data. | Net pay or available days. |
| Action | What employee can do. | permission and status checks. | Cancel pending leave. |
| Status | Current workflow state for the row. | The record status field or computed workflow state. | Pending means someone still needs to act. |
Available actions
- Open or edit the record when permission allows it.
- Filter the list without losing the current page context.
- Use status badges to decide which item needs attention first.
Full field appendix
Main docs show essential fields only. Open Documentation Coverage for every detected source field, action, column, route hint, controller hint, and test hint.