The employee overview shows all employees in the company or group selected in the bottom-left corner of the Manager Portal. You can search for employees, view and update their details, and add new employees.
Can't find an employee?
You only see employees in the groups you are allowed to manage. Open your profile by selecting your name in the bottom-left corner and go to Permissions. Under Manages the following groups, you can see which groups have been assigned to you.
What does the overview show?
For each employee, you can see information such as their latest activity, registration date, employment end date, selected benefits, and allocated and used budgets. Select an employee to open their profile and view the available details.
Use the filters to refine the overview, or select Export to export the data.
Adding employees
The best way to manage employees is through an HR integration. You can then add new employees in your HR system. Epassi processes this data twice a day.
If you do not have an HR integration, you can add multiple employees in bulk through Data Management > Imports. To add one employee, select Add employee in the top-right corner.
Updating employee details or reporting that an employee is leaving
If you have an HR integration, always make changes in your HR system. Epassi processes this data twice a day. You can still add employees manually in the portal.
Note: employees added this way are not deactivated based on the integration data. You will need to offboard these employees manually when applicable.
If you do not have an HR integration, open the employee in the overview to update their details. To report that an employee is leaving:
- Open the employee in the overview.
- Enter the employment end date in the 'Employment end date' field.
- Select Next, select Next again and then select Confirm.
Giving a colleague access to the Manager Portal
Open the colleague's profile and go to Permissions. There, you can enable access to the Manager Portal and assign the available permissions, provided you are authorised to do so.