Payroll > Tables > District EP Options > EmployeePortal Options
This tab is used to manage settings in ASCENDER EmployeePortal. These settings allow the LEA to determine the information and features which their employees can access in EmployeePortal.
❏ Select Employee Number or Social Security Number to identify the number to be used for each employee in EmployeePortal. By default, the Employee Number is selected.
Note: New users will be asked to enter this number when creating a new EmployeePortal account, and existing users will be asked to enter this number if they forget their password and need to reset it.
❏ Under Enable, select the information or features to enable for your users in EmployeePortal.
| Field | Description |
|---|---|
| EmployeePortal System | Select to enable EmployeePortal. |
| Calendar Year to Date | Select to allow the Calendar Year to Date page to be displayed. |
| Current Pay Information | Select to allow the Current Pay Information page to be displayed. |
| Deductions | Select to allow the Deductions page to be displayed. |
| Earnings | Select to allow the Earnings page to be displayed. |
| Leave Balances | Select to allow the Leave Balances page to be displayed. |
| W-2 Information | Select to allow the W-2 Information page to be displayed. |
| Self-Service Demographic | Select to allow the Self-Service Assignments - Demographic page to be displayed. Note: If LEAs choose to allow users to change their passwords via the Self-Service menu in EmployeePortal, the Self-Service Demographic and/or Payroll fields must be selected. If both of these fields are blank, users will not be able to access the Self-Service menu in portal and therefore cannot change their passwords. |
| Self-Service Payroll | Select to allow the Self-Service Assignments - Payroll page to be displayed. Note: If LEAs choose to allow users to change their passwords via the Self-Service menu in EmployeePortal, the Self-Service Demographic and/or Payroll fields must be selected. If both of these fields are blank, users will not be able to access the Self-Service menu in portal and therefore cannot change their passwords. |
| W-2 Electronic Consent |
|
| 1095 Information | Select to allow the 1095 Information page to be displayed. |
| 1095 Electronic Consent |
|
| Leave Request | Select to enable the Leave Request feature. |
| Travel Reimbursement Request | Select to enable the Travel Reimbursement Request feature. |
| WorkJournal | Select to enable the WorkJournal feature. |
❏ Under Messages, you can select one or more of the following pages to display a custom LEA-wide message on the page in EmployeePortal. All users who log on to EmployeePortal and access the page will see the message.
When a field is selected, a text box is displayed allowing you to add, delete, or modify a message. The message can be a maximum of 500 characters and is displayed in red at the top of the page in EmployeePortal.
| Calendar Year to Date |
|---|
| Current Pay Information |
| Deductions |
| Earnings |
| Leave Balances |
| W-2 Information |
| Self-Service Demographic |
| Self-Service Payroll |
| W-2 Electronic Consent |
| 1095 Information |
| 1095 Electronic Consent |
| Leave Request |
| Travel Reimbursement Request |
| WorkJournal |
| Show Processed Leave Transactions | Select to allow users to view processed leave on the Leave Balances page. |
|---|---|
| Show Unprocessed Leave Transactions | Select to allow users to view unprocessed leave on the Leave Balances page. |
| Number of Days Prior to Pay Date That Earnings Are Viewable |
Type a three-digit maximum number to indicate the number of days prior to a pay date to display the earnings information on the Earnings page in EmployeePortal. By default, the field is set to 0. If the field is set to 0, the employee can view unlimited earnings information as soon as the earnings are posted. Example:
If the pay date is 10-31:
|
| W-2 Print - Latest Year |
Type the four-digit year of the latest year for which the employees can print an official copy of their W-2.
|
| EmployeePortal URL | Type the web address for the LEA's EmployeePortal. |
| Set Prenote Indicator | Select to indicate if the account is a prenote account. This is for accounts added as a direct deposit in the EmployeePortal payroll information section. |
| Number of Direct Deposit Accounts Are Allowed |
Type a two-digit maximum number to indicate the number of direct deposit accounts allowed by the district. These accounts will be displayed in EmployeePortal. By default, the Number of Direct Deposit Accounts Are Allowed field is set to 0.
|
| Use PMIS for Supervisor Levels | Select to reference the Position Management Information System (PMIS) to determine an employee's supervisor. This option obtains the supervisor employee number from the employee's primary position to determine the appropriate approval path for the employee's leave request. |
| Force Entry of Leave Hours Requested | Select to force the employee to enter the number of requested leave hours. If selected, the number of requested leave hours is not automatically calculated. |
| Meal Break for Leave Calculation | Type the number of hours to be included in the hours per day calculation if a leave request exceeds five hours. An amount must be entered if a meal break is to be subtracted from the hours per day calculation. Valid values are 0.00-9.99. |
| Disable Temporary Approvers in EP | Select to disable the Temporary Approver functionality. After the record is saved, all current temporary approvers are deleted and the Set Temporary Approvers menu is hidden from the Supervisors menu in EmployeePortal. |
❏ Click Save.
| Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
|---|---|
| Click to print the report. Review the report. |