Invite an employee to self-service
Give an employee a free login to My space, where they see their payslips, documents and leave, and ask for leave themselves.
Self-service gives an employee their own login to My space. They only see their own things: profile, leave, attendance, payslips, expenses and documents. Self-service logins are free and don't count as team members.
Steps
-
Open the employee. In HR Management → Employees, click the person. They need an email address on their record.
Open the employee -
Find the Self-service card. It shows Off while they have no login. Click Invite to self-service.
Click "Invite to self-service" -
They get an email. The card changes to Invited. The employee clicks the link in the email, sets a password and confirms their email. Then the card shows On.
The invite is sent
Tip Did the email get lost? Click Send invite again on the card.
Good to know
- Someone who already has a team login (for example a manager) can be linked instead: pick them in Or link a team member… and click Link. They then see My space in their own menu.
- Take away access stops the login straight away. Their records stay in HR.
- When an employee leaves, they can still sign in to see their old payslips, but can't ask for leave or add expenses.