## Documentation Index Access the complete documentation index at: https://www.zoho.com/us/payroll/llms.txt Use this file to discover all available documentation pages before proceeding. # Employee Portal Preferences * * * The Employee Portal is a dedicated space for your employees to view their compensation details and access pay stubs. Once you enable the Employee Portal for your organization, you can: * Configure portal access for your employees individually * Display the contact information of your payroll team on the Employee Portal * Display important messages to your employees via the portal ## Enable Employee Portal for your Organization The Employee Portal for your organization will be enabled by default. If it is not enabled, you can enable it in the **Settings**. To enable the Employee Portal: 1. Go to **Settings** and click **Employee Portal**. 2. Toggle the **Enable Portal Access** option. ![Enable Portal Access for your Organization](/payroll/help/us/settings/employee-portal-preferences/enable-employee-portal-for-organization.png) 3. Configure [Portal Contact Information](/us/payroll/help/employer/settings/employee-portal-preferences.html#portal-contact-information) and [Banner Message](/us/payroll/help/employer/settings/employee-portal-preferences.html#banner-message), if required. 4. Click **Save**. The Employee Portal will now be enabled for your organization. * * * ## Configure Portal Access for Employees **Note:** You need to enable Employee Portal at the organization level in Settings before you can configure portal access for employees individually. ### Enable/Disable Employee Portal During Employee Creation While creating a new employee in the Employees module, you can enable or disable portal access for that employee. To enable, select the **Enable Portal Access** checkbox on the _Basics_ page. ### Enable Employee Portal for an Existing Employee To enable portal access for an existing employee: 1. Click **Employees** on the sidebar. 2. Click the employee to whom you want to give portal access. 3. Click **Enable** under _Basic Information_. ![Enable Employee Portal for an Existing Employee](/payroll/help/us/settings/employee-portal-preferences/enable-portal-for-existing-employee.png) 4. In the popup that appears, click **Yes**. An email invitation will be sent to the employee’s email address. Once the employee accepts the invite, they can access the Employee Portal. **Pro Tip:** You can resend the invite email to the employee by clicking **Reinvite**. ### Disable Employee Portal for an Existing Employee To disable portal access for an existing employee: 1. Click **Employees** on the sidebar. 2. Click the employee for whom you want to disable portal access. ![Disable Employee Portal for an Employee](/payroll/help/us/settings/employee-portal-preferences/disable-portal-for-employee.png) 3. Click **Disable** under _Basic Information_. 4. In the popup that appears, click **Yes**. The Employee Portal will be disabled for the employee. * * * ## Portal Contact Information Employees will benefit from easy access to the contact information of your organization’s payroll team. This allows them to reach out with payroll-related questions or issues. By default, the contact information of your organization’s super admin is displayed on the Employee Portal. Zoho Payroll allows you to add multiple contacts, but only one contact can be displayed at a time. In this section, let us explore how to: * [Display contact in portal](/us/payroll/help/employer/settings/employee-portal-preferences.html#display-contact-in-portal) * [Edit contact information](/us/payroll/help/employer/settings/employee-portal-preferences.html#edit-contact-information) * [Delete contact information](/us/payroll/help/employer/settings/employee-portal-preferences.html#delete-contact-information) ### Display Contact in Portal Displaying a contact information in the Employee Portal involves 3 main steps: 1. [Add new contact information](/us/payroll/help/employer/settings/employee-portal-preferences.html#add-new-contact-information) 2. [Verify contact email address](/us/payroll/help/employer/settings/employee-portal-preferences.html#verify-email-address) 3. [Mark contact as primary](/us/payroll/help/employer/settings/employee-portal-preferences.html#mark-contact-as-primary) ### Add New Contact Information **Warning:** Once you add the contact information, you cannot edit the email address later. To add a new portal contact: 1. Go to **Settings** and click **Employee Portal**. 2. Click **Manage Contacts** under _Portal Contact Information_. 3. Click **\+ Add Contact**. 4. Enter the name and email of the new contact. 5. Click **Save**. The contact information will be added to your organization. ### Verify Email Address After adding a portal contact, you must verify the email address to display it in the Employee Portal. To verify an email address: 1. Zoho Payroll will send a verification link to the provided email address. 2. Ask the owner of that email address to forward the email with the verification link to you. 3. Once you receive the email, click the verification link. You’ll be redirected to the verification page. 4. Click **Confirm**. The email will be added as a portal contact to your organization. ### Mark Contact as Primary **Warning:** Marking a contact as primary will update the email address where you receive notifications from Zoho Payroll. To display a contact in the Employee Portal: 1. Go to **Settings** and click **Organization Profile**. 2. Click **Manage Contacts** under _Contact Information_. ![Manage Portal Contacts from Settings > Organization Profile](/payroll/help/us/settings/employee-portal-preferences/manage-contacts-org-profile.png) 3. Hover over the contact that must be displayed on the employee portal and click **Mark as Primary**. ![Mark a Contact as Primary to Set it as Primary Contact](/payroll/help/us/settings/employee-portal-preferences/mark-contact-as-primary.png) The selected contact will be marked as the primary contact and displayed as the payroll contact in the Employee Portal. * * * ### Edit Contact Information **Note:** You can edit only the contact name, not the email address. If you wish to edit the email address, add it as a new contact. To edit the contact name: 1. Go to **Settings** and click **Employee Portal**. 2. Click **Manage Contacts** under _Portal Contact Information_. 3. Click the **Edit** icon next to the contact you wish to edit. ![Edit Icon to Edit Portal Contact Information](/payroll/help/us/settings/employee-portal-preferences/edit-portal-contact.png) 4. Edit the name and click **Save**. The contact name will be updated. * * * ### Delete Contact Information If you no longer need a contact to be present in your organization, you can delete it. **Prerequisites:** The contact you wish to delete must not be marked as the primary contact in the [Organization Profile](/us/payroll/help/employer/settings/organization-profile.html) section. Learn how to [change the primary contact](/us/payroll/help/employer/settings/employee-portal-preferences.html#mark-contact-as-primary). To delete a contact information: 1. Go to **Settings** and click **Employee Portal**. 2. Click **Manage Contacts** under _Portal Contact Information_. 3. Click the **Delete** icon. ![Delete Portal Contact from Employee Portal](/payroll/help/us/settings/employee-portal-preferences/delete-portal-contact.png) 4. Click **Confirm**. The contact information will be deleted from your organization. * * * ## Banner Message Use banner messages to inform employees about important updates and changes regarding payroll. **Scenario:** Zylker has revised the salaries for all its employees and wants to inform them. The HR department creates a banner message in Zoho Payroll that includes information about the salary revision. This banner message is prominently displayed on the Employee Portal’s homepage, ensuring all employees see it when they log in. To display a banner message: 1. Go to **Settings** and click **Employee Portal**. 2. Enter the message in the **Enter Banner Message** field under _Banner Message_. 3. Select a date until which this message must be displayed. ![Banner Message to Display on Employee Portal](/payroll/help/us/settings/employee-portal-preferences/banner-message.png) 4. Click **Save**. The banner message will be displayed in the portal until the selected date. * * * ## Disable Employee Portal To disable the Employee Portal: 1. Go to **Settings** and click **Employee Portal**. 2. Toggle the **Enable Portal Access** option. ![Disable Employee Portal for Your Organization](/payroll/help/us/settings/employee-portal-preferences/disable-employee-portal-for-organization.png) 3. Click **Save**. 4. In the popup that appears, click **Disable**. The Employee Portal will be disabled for all your employees regardless of individual preferences configured in their profiles. You can re-enable the Employee Portal at any time.