Screens and menus
Every Employee Self Service menu entry and screen: where to find it, what it is for, what its list shows and which permission it needs.
On this page (18)
Employee Self Service > HomeEmployee Self Service > AttendanceEmployee Self Service (left menu) > TasksEmployee Self Service > LeaveEmployee Self Service > RequestsEmployee Self Service > PayrollEmployee Self Service (left menu) > DocumentsEmployee Self Service (left menu) > EmploymentEmployee Self Service (left menu) > BenefitsEmployee Self Service (left menu) > ExpensesEmployee Self Service (left menu) > TimesheetsEmployee Self Service (left menu) > LearningEmployee Self Service (left menu) > AssetsEmployee Self Service (left menu) > Letters & CertificatesEmployee Self Service (left menu) > My ProfileEmployee Self Service > ManagerEmployee Self Service > ConfigurationAdministration > Workspace
Employee Self Service > Home
Home
- What it is for
- The employee's day at a glance: who I am, today's attendance, tasks, leave balance, requests, documents, announcements, quick actions, AI assistant
- List: columns and filters
- Header (photo, name, status chip, department, location, employee ID, manager, job, shift, date, week, Hijri date, weather, quote); 6 tiles: Attendance, Tasks, Leave, Payslip, Documents, Requests; 9 cards that can be hidden or re-ordered
- Buttons and actions
- Check In / Start Break / End Break / Check Out, View All, Customise (hide, order, up to 8 quick actions), quick actions (Apply Leave, Request Overtime, Expense Claim, Attendance Correction, Letter Request, Profile Change, Log Time, Loan Request, Air Ticket, Asset Request), notification bell, search box, Open Assistant
- Permission needed
- ess.home (and the permission of each card's own page)
Employee Self Service > Attendance
Attendance
- What it is for
- Check in and out, see the month, fix a missed punch, see shifts
- List: columns and filters
- Tabs: Today (punch card + 'Attendance rules' facts), Calendar (month grid, one status per day, totals Worked / Overtime), My shifts (current shift, next two weeks)
- Buttons and actions
- Check In, Start Break, End Break, Check Out, Request correction, click a day to see 'why this status', previous/next month
- Permission needed
- ess.attendance (view), ess.check_in (check in and breaks), ess.check_out, ess.attendance_correction
Employee Self Service (left menu) > Tasks
My Tasks
- What it is for
- Work list: tasks assigned to me, by me, today, overdue, recurring, with timer and comments
- List: columns and filters
- Tabs: Assigned to me, Due today, Upcoming, Overdue, Assigned by me, Recurring, Completed, All; columns Ref, Task, Project, Due Date, Priority, Progress, Status, Assigned by / Assignee; search, priority and status filters
- Buttons and actions
- New task, open a task (status, priority, progress slider, checklist, Start/Stop timer, Mark complete, Log time, comments)
- Permission needed
- ess.tasks
Employee Self Service > Leave
My Leave
- What it is for
- Leave balances from the leave ledger, apply, withdraw or cancel, leave calendar
- List: columns and filters
- Tabs: Balances (one card per leave type + statutory entitlements), My requests (Ref, Type, From, To, Days, Status), Calendar (mine or my colleagues / my team)
- Buttons and actions
- Apply Leave (with live quote), Withdraw (pending), Request cancellation (approved and still ahead), month navigation, My team / My colleagues tick box
- Permission needed
- ess.leave
Employee Self Service > Requests
My Requests
- What it is for
- One list and one form for every kind of request, with an approval timeline
- List: columns and filters
- Tabs Open / Approved / Rejected / All; type filter; columns Ref. No., Type, Request, Date, Amount, Status
- Buttons and actions
- New request (type picker), open a request (details, approval timeline, events), Cancel request
- Permission needed
- ess.requests
Employee Self Service > Payroll
Payroll
- What it is for
- Own payslips, salary breakdown, loans and advances, WPS and social insurance, salary account (masked)
- List: columns and filters
- Tabs: Payslips (Period, Gross, Deductions, Net, Status, Paid on) + Year to date card, Salary (contract components, Gross, Net, salary account), Loans & advances, WPS & insurance
- Buttons and actions
- Open a payslip, Print / PDF, Request a change (bank), Request a loan, Salary advance
- Permission needed
- ess.payslip
Employee Self Service (left menu) > Documents
My Documents
- What it is for
- Own personal documents with expiry and a renewal request
- List: columns and filters
- Summary chips (Valid, Expiring soon, Expired, Renewal in progress, Missing); columns Document, Number, Issued, Expiry Date, Days left, Status; Renewal requests card
- Buttons and actions
- Renew (new number, authority, dates, reason, new copy, note)
- Permission needed
- ess.documents
Employee Self Service (left menu) > Employment
Employment
- What it is for
- Own job, contract, probation, acknowledgements
- List: columns and filters
- Cards: Job, Contract, Probation; Contract history; Acknowledgements
- Buttons and actions
- Acknowledge, Ask a question, Request amendment
- Permission needed
- ess.employment
Employee Self Service (left menu) > Benefits
Benefits
- What it is for
- Medical, air ticket entitlement, housing, transport, dependents and the history of those requests
- List: columns and filters
- Cards per benefit kind, Air ticket, Housing and transport, Dependents table, Requests history
- Buttons and actions
- Request air ticket, accommodation, transport, add dependent (through the request form)
- Permission needed
- ess.benefits
Employee Self Service (left menu) > Expenses
My Expenses
- What it is for
- Expense claims through the Expenses engine, own claims only
- List: columns and filters
- Columns Ref., Claim, Lines, Claimed, Payable to you, Status; claim dialog with lines (Date, Category, Merchant, Purpose, Amount)
- Buttons and actions
- New claim, Add expense, Remove line, Submit for approval
- Permission needed
- ess.expenses
Employee Self Service (left menu) > Timesheets
Timesheets
- What it is for
- Hours by day, project and task; submit the period to the manager
- List: columns and filters
- Week / Month toggle, day strip with missing days highlighted, entries table (Date, Project, Task, Hours, Description, Status)
- Buttons and actions
- Log time, delete a draft or rejected entry, Submit this period to my manager, previous / next
- Permission needed
- ess.timesheet
Employee Self Service (left menu) > Learning
Learning
- What it is for
- Assigned and mandatory courses, certifications, training requests
- List: columns and filters
- Chips Assigned, Mandatory, Certified, Expired; tabs Assigned, Certifications, Completed, Catalogue
- Buttons and actions
- Start, Mark complete, Request training
- Permission needed
- ess.home
Employee Self Service (left menu) > Assets
My Assets
- What it is for
- Company equipment issued to me and requests about it
- List: columns and filters
- Cards per asset (name, tag, kind, serial, issued, condition), Asset requests & history
- Buttons and actions
- Request an asset, Report an issue, Replacement, Return
- Permission needed
- ess.home
Employee Self Service (left menu) > Letters & Certificates
Letters & Certificates
- What it is for
- Request official letters; print issued ones; verify a code
- List: columns and filters
- Letter type tiles, issued letters (Number, Letter, Purpose, Issued, Verification), 'Being prepared', Verify a letter
- Buttons and actions
- Request a letter, View / print, Check (verify a code)
- Permission needed
- ess.letter_request
Employee Self Service (left menu) > My Profile
My Profile
- What it is for
- What HR holds about me; propose changes to controlled fields
- List: columns and filters
- Cards Personal, Contact, Emergency contact, Bank (masked), Qualifications, Change requests
- Buttons and actions
- Request a change, Change (bank), Add (qualification)
- Permission needed
- ess.home (view), ess.profile_change (change)
Employee Self Service > Manager
My Team
- What it is for
- The people who report to me today (including leave delegated to me)
- List: columns and filters
- Card per member: status chip, job, number, shift and check-in, leave, open tasks, document alerts, probation end; search
- Buttons and actions
- Assign a task
- Permission needed
- mss.team
Team Attendance
- What it is for
- Who is in, late, away or missing a punch on a chosen day
- List: columns and filters
- Date, status chips with counts; columns Employee, Shift, In, Out, Worked, Late, Status
- Buttons and actions
- Pick a date, filter by status chip
- Permission needed
- mss.team_attendance
Approvals queue
- What it is for
- Everything waiting on my decision from every workflow (leave, cancellations, requests, timesheets; for HR and finance their steps, expense claims, profile changes, renewals)
- List: columns and filters
- Cards: type chip, employee, reference, dates, amount, balance after, who else is away, timesheet entries; tabs All, Leave, Corrections, Overtime, Timesheets on All Approvals
- Buttons and actions
- Approve, Reject (reason mandatory)
- Permission needed
- mss.approve_leave / mss.approve_attendance / mss.approve_overtime / mss.approve_timesheet / mss.approve_request, hr.expense.approve, hr.private.manage
Probation Reviews
- What it is for
- Manager's recommendation for team members whose probation is ending
- List: columns and filters
- Employee, Probation dates, Days left (red under 15), Review (recommendation and rating)
- Buttons and actions
- Review / Update (rating 1-5, recommendation, comments)
- Permission needed
- mss.probation_review
Team Documents / Team Calendar
- What it is for
- Document expiry alerts for the team (never the numbers) and a month calendar of team leave, trips, training, holidays
- List: columns and filters
- Documents: Employee, Document, Expiry Date, Days, Status (Needs attention / All); Calendar month grid
- Buttons and actions
- Previous / next month
- Permission needed
- mss.team_documents / mss.team
Employee Self Service > Configuration
Self-service setup (masters)
- What it is for
- HR's masters behind the portal in one editor: work locations, attendance policies, shifts, shift assignments, holidays, request workflows, country rules, announcements, events, courses, enrolments, assets, assignments, benefits, dependents, salary bank accounts
- List: columns and filters
- Left list of masters; table per master (up to 7 columns), search box
- Buttons and actions
- New, Edit, Remove (retire when the master has an Active flag, otherwise erase)
- Permission needed
- ess.configure
Payroll runs
- What it is for
- Monthly payslip run: generate drafts, publish to employees, mark paid
- List: columns and filters
- Period, Draft, Published, Paid counts, Net total; 'Closed' when nothing left
- Buttons and actions
- Generate drafts, Publish, Mark paid
- Permission needed
- ess.configure
Administration > Workspace
ESS feature switches and field settings
- What it is for
- Company switches that turn Leave, Attendance and timesheets, Expenses off for the portal, and field rules (personal email, emergency contact, expense merchant, receipt reference)
- List: columns and filters
- Features: switch per capability; Fields: Shown / Hidden / Required per field
- Buttons and actions
- Turn off / on, set field mode, propose and approve a configuration change
- Permission needed
- company.manage