Employee Self Service · Setup & configuration · 5 min read

Customise Home and set company switches

Arrange your Home page, use search and the bell, and let the administrator switch features and fields on or off.

Before you begin

Home needs the home permission. Switches and field settings are for the company administrator.

Read Home

Employee Self Service > Home shows your name, photo, department, location, employee ID, manager, job, shift, date and Hijri date. Six tiles repeat the numbers of their pages: Attendance, Tasks, Leave, Payslip, Documents and Requests. The greeting is Good Morning before 12:00, Afternoon before 17:00, otherwise Evening, in Dubai time.

Below are cards for activities and announcements. Activities list 'Submit timesheet' on a working day with nothing logged, document expiries, task deadlines and the payroll date when it falls within 14 days. Announcements show live ones only, pinned first.

Customise

1. Click Customise.
2. Hide cards you do not need and drag the rest into your order.
3. Tick up to 8 quick actions from the 10 offered: Apply Leave, Request Overtime, Expense Claim, Attendance Correction, Letter Request, Profile Change, Log Time, Loan Request, Air Ticket, Asset Request.
4. Save.

Nothing ticked gives 'Choose at least one quick action.' A ninth is dropped. The choice is yours alone and stays after reload.

Search and notifications

• The search box finds your own tasks, requests and payslips (at most 30 results). One character gives 'Type at least two characters.'
• The bell lists your latest 50 notices with an unread count. Mark a notice read to lower the count.
• Open Assistant answers questions about your own data only.

Switch features on or off

1. Open Administration > Workspace > Apps > Employees (HRM).
2. Open Features. Turn Time off, Time and attendance or Expenses, travel and company cards off or on.
3. Open Fields and set Personal email, Emergency contact, Expense merchant and Receipt reference to Shown, Hidden or Required.

When a feature is off, its menu entries go and saving is refused with 'capability_disabled' (the feature is disabled for this company). Reading still works. When a field is Hidden, it disappears from the form and a value sent is refused: '... is turned off for this company.' A Required merchant refuses a line without it.

What happens next

Changes apply to everyone in the company at once. Existing records are unchanged.

Good to know

• A change to the configuration can be proposed and approved by a second administrator.
• The Manager menu shows to everyone who holds the manager permissions. A user who manages nobody sees empty pages.