Custom Modules in Employee Portal

If you want your employees to view and manage the records of a custom module, you can enable the custom module for the employee portal as well. You can configure who can access the module and choose whether they can view all records or only records that meet specific criteria.

Show a Custom Module in the Employee Portal

To display the records of a custom module in the employee portal:

• Go to Settings in the top right corner.
• Click the required custom module under Custom Modules.
• Go to the Preferences tab.
• Click Configure and Show.
• Select the actions your employees can perform on the custom module’s records from the Employee Portal.
  • Create and Edit Records: Check this option if you want your employees to create and edit records in the custom module from the Employee Portal.
  • Add Comments: Check this option if you want to allow your employees to add comments to the records of the custom module from the portals.
  • Save as Draft & Recall: Enable this option to allow employees to save records as drafts and recall submitted records. This option is available only when Create and Edit Records is enabled.
• Select the Lookup Field. This links the custom module’s records to the respective employee. If there are no lookup fields, click the dropdown and select + New Lookup Field and fill in the required details to create a new one.
• Choose who can access the module:
  • Visible to All Employees: All employees in the organization can access the module.
  • Visible to Specific Employees: Only the selected employees will be able to access the module.
• Choose which records employees can view:
  • Display All Records: Employees can view all records in the module.
  • Display Records Based on Criteria: Employees can view only records that match the specified criteria.
• Click Save.

Update Custom Field Preferences

For your employees to create or edit the custom fields of a record from their portals, you need to enable the Display in Portal option for the required custom fields. Here’s how:

• Go to Settings in the top right corner.
• Click the required custom module under Custom Modules.
• Go to the Fields tab..
• Hover over the field you want to be displayed in the employee portal, click the More icon and select Edit.
• Select Yes for Show in Employee Portal.

• If you want your employees to edit the field from their portals, click Yes for Edit in Portal. Otherwise, click No.
• Click Save once you’ve updated the preferences of the required custom fields.

Manage Portal Preferences for a Custom Module

If you want to update the portal preferences for a custom module:

• Go to Settings in the top right corner.
• Click the required custom module under Custom Modules.
• Go to the Preferences tab.
• Click Manage Preferences next to the employee portal.
• Make the necessary changes and click Save.

Remove a Custom Module From the Employee Portal

You can hide the custom module from the employee portal. Here’s how:

• Go to Settings in the top right corner.
• Click the required custom module under Custom Modules.
• Go to the Preferences tab.
• Click the dropdown next to Manage Preferences and click Remove From Portal.

Approve a Record Submitted by Your Employees

If you’ve enabled the option for your employeess to create and submit records in a custom module from the employee portal, you can review and either accept or reject the submitted records.

To approve a record submitted by your employees:

• Select the required custom module on the left sidebar.
• Click All at the top and select Portal Submitted.
• Click the record you want to consider for approval.
• Click Accept at the top.
• Click Accept again in the pop-up that appears to confirm your action. The record will be added to the custom module.

Delete a Record Submitted by Your Employees

If you’ve enabled the option for your employees to create and submit records in a custom module from the employee portal, you can review and either accept or reject the submitted records.

To delete a record submitted by your employees:

• Select the required custom module on the left sidebar.
• Click All at the top and select Portal Submitted.
• Click the record you want to consider for approval.
• Click the More icon at the top and select Delete.
• Click Proceed in the pop-up that appears to confirm your action.