Exact Synergy Enterprise

Customizing the ESS Portal

Menu paths

Preferences
Modules ? System ? Setup ? Settings – General ? Preferences

Introduction

This page allows you to customize settings that are applied to the Employee Self Service (ESS) portal.

Roles and rights

Users with the Administrator role can customize the ESS Portal.

Note:

For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I customize the ESS Portal?

On the Preferences page, select the ESS Portal option at Customise.
Define the fields.
Click Save.

Fields

Style tab

This tab allows you to set the style of the ESS Portal. By default, Default will be displayed at Style.

Menu tab

This tab configures the various menu sections available in the ESS Portal. Click > to move the selected menu section to the right and < to move the selected menu section to the left. The menu sections that are moved to the right will be displayed on the ESS Portal. Click Up to move the menu up, Down to move the menu down, or Reset to set the menu back to the default settings.

Corporate (Settings) tab

This tab configures the pre-defined settings for all ESS users. All the functions are available to users with the Administrator roles only.

Regional options section

Language

Select the pre-defined language that all ESS users should see. Select the Mandatory check box to enforce this option on all ESS users. When selected, ESS users will not able to change this option.

Date format

Select the pre-defined date format that all ESS users should see. Select the Mandatory check box to enforce this option on all ESS users. When selected, ESS users will not able to change this option.

Time format

Select the pre-defined time format that all ESS users should see. Select the Mandatory check box to enforce this option on all ESS users. When selected, ESS users will not able to change this option.

Number format

Select the pre-defined number format that all ESS users should see. Select the Mandatory check box to enforce this option on all ESS users. When selected, ESS users will not able to change this option.

Refresh section

Workspace

Type a value in minutes to specify the minimum duration before every ESS user’s workspace is refreshed. This will replace the individual ESS user’s setting if it is longer than this.

Workflow

Type a value in minutes to specify the minimum duration before checking every ESS user’s Workflow for new events. This will replace the individual ESS user’s setting if it is longer than this.

Start with section

Corporate news

Select this option to select the HRM news as the page to be displayed when people with the Employee self-service role log in to Exact Synergy Enterprise.

Menu: Appearance section

Show: Product news notification

Select this check box if you want the ESS user to be notified when there is a product news.

Logo section

Current

The file of the image is displayed. This field cannot be edited.

Logo

Click Browse at File to browse for a suitable image for a logo or select an image at Picture by clicking .

Hyperlink

Type a hyperlink for the logo, if required. This can be used, for instance in redirecting users to the corporate website when the logo is clicked.