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Use Employee Self Service

Employee Self Service (ESS) is a separate license on top of HRMS. When it is enabled and the employee has a Linked User, a Self Service menu appears in the sidebar so staff can handle common requests without an HR ticket for every change.

Requirements

RequirementWhy
HR Management licensedBase employee and leave data
Employee Self Service licensedShows the Self Service menu
Linked User on the employee recordConnects the login to the HR profile
Payroll (optional)My Payslips
Documents (optional)My Documents

If the login is not linked, the portal shows a clear message to contact HR. HR sets Linked User on the employee under Manage employees.

Self Service screens

ScreenUse
My ProfileView profile, leave balances, recent requests, contact summary
Edit ProfileUpdate contact, address, and emergency contact
My LeaveLeave history, balances, apply leave; managers see Team Approvals for direct reports
My AttendanceMonth attendance calendar
Apply LeaveSelf-service leave application with the same policy validation as HR
My PayslipsOwn payslips when Payroll is licensed — see Payroll overview
My DocumentsDocuments linked to the employee when Documents is licensed

Managers approve pending leave from direct reports in the Team Approvals section on My Leave when they have the right ESS / approve leave access.

What ESS does not replace

HR still owns policies, bulk balance initialize, org structure, and lifecycle (onboarding, probation, resignation). Payroll processing stays in the Payroll module. ESS is for day-to-day employee and manager actions on their own or team records.

:::info Keep it brief for staff Point employees to Self Service for profile edits, leave, and attendance. Point managers to Team Approvals. Send payroll questions to finance using the Payroll guides. :::

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