Difference between revisions of "Customize Employee Portal"

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{{bluebanner|[[Main Page|Home]] > [[Administration]] > [[System Administration|System]] > [[Manage Portals]] > Manage Employee Portal|[[:Category:Administration|Index]] }}
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This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/customize/employee-portal/employee-portal-configuration/ Hornbill Document Library].
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[[file:hornbill-document-library.png|Employee Portal|link=https://docs.hornbill.com/esp-config/customize/employee-portal/employee-portal-configuration/]]
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{{breadcrumb|[[Main Page|Home]] > [[Configuration]] > [[System Administration|Platform Configuration]] > [[Manage Portals|Customize]] > Employee Portal|Administration}}
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{{Section|
 
==Introduction==
 
==Introduction==
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The Manage Employee Portal with Administration is the starting point to enable and provide the base settings for your Employee Portal.   
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The ''Customize Employee Portal'' option within Hornbill Administration is the starting point to enable and provide the base settings for your Employee Portal.   
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{{rightBox|Related Articles|
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:* [[Employee Portal|Using the Employee Portal]]
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:* [[Employee Portal Page Configuration]]
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:* [[Service Domains Administration|Service Domains]]
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:* [[Migrating to the Employee Portal]]
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:* [https://community.hornbill.com/forum/155-employee-portal/ Employee Portal Feedback]
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}}
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}}
  
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== Related Articles ==
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{{Section|
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:* [[Employee portal|Employee Portal]]
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==Header==
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|}
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{{Bullet1|Logo|Add your company logo to the Employee Portal to give it some branding. Your logo will be displayed on the left side of the header.  Adjust the size, background style, and color of your logo to fit in with the Header Background. The size depends on many factors but to give general an idea; The height can be between 80 and 200 pixels and the width between 80 and 300 pixels. It can be of any web format but we recommend PNG or SVG}}
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<br>
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{{Bullet1|Background|The Header Background can be configured to set the height and the color, or add a background image. The size depends on many factors like if the background is a pattern or if it has details, but to give general an idea; 1024 x 300 pixels. It can be of any web format such as JPEG or PNG}}
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== Application Settings ==
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{{Bullet1|Text|The Text on this page includes the main title of the page and the list of different Service Domains.  These options let you set the text color and the text background color to provide some contrast between the text and a background image.}}
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Follow these steps to enable the employee portal for a select group of users. The settings listed can be found in Hornbill Administration ('''''Home > System > Settings > Advanced''''')
 
  
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:# Decide who will preview new employee portal.
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{{infobox|Images used for the logo and header background require a URL or link to an image that is stored in a location that is accessible by all users, such as a company web server. They cannot be uploaded to Hornbill}}
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:# Set '''experimental.feature.core.useNewEmployeePortalForUsers''' to contain a list of comma-separated usernames of the users who wish to preview the new employee portal (Empty means that '''all''' users will see the new portal)
 
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:# Set '''experimental.feature.core.useNewEmployeePortal''' to "ON". This will make a new navigation menu item available in the Home tile live.hornbill.com
 
  
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==Body==
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:* '''Background'''
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:: Options to either set a background or apply an image to the main body of the portal. The size depends on many factors like if the background is a pattern or if it has details, but to give general an idea; 1024 x 768 pixels. It can be of any web format such as JPEG or PNG.
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:* '''Section'''
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:: Sets the default colors for the widgets that are added to the page
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:* '''Popup'''
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:: Sets the default colors for popup boxes
  
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If you wish to hide the old functionality such as the ''Hornbill Today'' and ''My Services'' menu items, also enable '''experimental.feature.core.hideOldServicePortal'''. However, if "My Services" is playing a part in your existing self-service experience, please keep this setting switched OFF until you are ready to make the transition to the Employee Portal. <!-- Is not recommended at the moment as the Employee Portal is still in Preview state. This will be useful when the Employee Portal will be production ready.-->
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==Footer==
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<br>
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:* '''Style'''
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:: Set the color and font options to use within the page footer
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:* '''Social Information'''
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:: This section allows you to specify your social media accounts Twitter, LinkedIn, YouTube, and Facebook. Only the account ID is needed.  We'll take care of the links. These are displayed with the appropriate social media logo.  Any logo that you do not want to display, leave the account name blank.  If you would like to completely remove this section, deselect the checkbox next to the ''Social Information'' title.
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:* '''Contact Information'''
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:: Add the contact details to let you users know who to contact if they have questions about the page.  Any field that you do not want to display, leave blank. If you would like to completely remove this section, deselect the checkbox next to the ''Contact Information'' title.
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:* '''About Details'''
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:: Add a bit of information for your users to describe this page. If you would like to completely remove this section, deselect the checkbox next to the ''About Details'' title.
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{{infobox|By deselecting all three checkboxes, you can completely remove the footer from the page.}}
 
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== Roles and Rights ==
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==Settings==
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The configuration of each page can be governed by granting users specific roles, and can be customised using widgets provided by the platform or any of the Hornbill business applications you've installed.
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These setting can plan a key role in how you first introduce the Employee Portal to your users. '''Make sure you are familiar with these settings and when to use them'''.  
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* The "Collaboration Role"  has been updated to include the application right ''CanManagePage''. This right grants the general rights to manage pages.
 
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* To manage a Service Domain, a user must have the '''Collaboration Role''' and also be the '''owner''' of the Service Domain as they are governed by the familiar concept of ownership.
 
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* The '''Home Page Manager''' Role grants rights to manage the Company Home Page as it includes the application rights ''CanManagePage'' and ''canManageCompanyPages''
 
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* Basic Users can't create or manage pages.
 
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A different page can be created for Users and Basic Users in line with the features that each type of user is allowed to interact with (i.e. Basic Users will not be allowed to use certain widgets such as Workspaces or Tasks because this functionality is reserved for full users who have a platform subscription).
 
 
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:* '''Users to preview the Employee Portal'''
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==Branding and Styling the Company Home Page==
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:: This is an important first step to setting up your Employee Portal.  This setting allows you to add a list of comma-separated usernames of people you want to have access to the Employee Portal. This gives you the opportunity to have one or more people to test and feedback on the Employee Portal design before you open it up to all users. Changing this setting will also be one of your last steps. Once you have completed your configuration and you are ready to make it available to all users, simply remove these names. Once the list of names is empty, it becomes available to everyone.
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In the same as the existing Hornbill portals, the Employee Portal offers an option to customise the Header, Body, and Footer via Hornbill Administration '''''Home > System > Manage Portals > Manage Employee Portal'''''
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:* '''Enable Employee Portal'''  
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:: Turning this setting to ''On'' will make a new navigation menu item ''My Company'' available in the Home tile live.hornbill.com. If you have provided one or more names in the previous setting, only those users will see the menu item.
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[[File:Service-catalog-manage-portal.png]]
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:* '''Hide My Services'''
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:: Turning My Services off will possibly be the last step in your transition to the Employee Portal.
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If groups of type "Company" are defined in the organisation structure, different branding can be applied to each company (see the ''Home Organisation - Multiple Brandings'' section below)
 
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<!--* ''Support old browsers'' - There is a flag that disables certain features that old browsers such as IE11 do not support. If you think your customers will use IE-11 then turn this flag ON.
 
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If by chance you use features that are not supported by old browsers in an old browser it will not throw an error, it will just show some differences in colours, but nothing will be broken.-->
 
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<!--You can set your own icons for the '''Mobile''' version (see Mobile Support) - You will have to provide icons with all the sizes required for all the different mobile devices.-->
 
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== Home Organisation (Multiple Branding) ==
 
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Should your organisation consist of multiple business units or Companies, different branding can be applied for each of these.
 
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A new attribute called "Home Organisation" has been added to a user account which can be SET through the "Organisations" tab in the user profile accessed via '''''Hornbill administration > Home > System > Organisation > Users'''.
 
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[[File:setHomeOrganisation.JPG|900px]]
 
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When a Home Organisation is not configured for a user, the customisation against "Primary Company" will be used.
 
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[[File:selectPrimaryCompany.JPG|900px]]
 
 
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== Configuring a Service Domains ==
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== Company ==
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The Employee Portal adds a new dimension to self service through a feature called "'''Service Domains'''" which facilitates the grouping of services and pages relevant to a specific business area. Service Domains are created and managed via Hornbill Administration '''''Home > Service Catalog > Service Domains'''''
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When a company is made up from of a number of subsidiary companies, you are able to define this structure within the Hornbill [[Organisation|Organization]] Structure using company Groups. Each defined company group can have its own settings applied in order to provide there own unique branding. On the top of the settings form, you can select one of the available companies that you have defined in Hornbill.
  
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You need to have the ''Admin Role'' to manage Service Domains.
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:* '''Primary Company'''
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:: This is the main configuration for the Employee Portal.  It will also be used as a template for any Company that is defined within the organization structure.  Settings here will be automatically applied to all other companies unless a company has specified a different setting from the Primary Company.  
  
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[[File:Service-catalog-main-tile2.png]]
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{{infobox|A new attribute called ''Home Organisation'' has been added to the [[User Account]] which can be set on the ''Organisations'' tab for that user. Setting the ''Home Organisation'' for a user will have them directed to the appropriately branded page for their company. When a Home Organisation is not configured for a user, the ''Primary Company'' settings will be used. User imports can also be changed to automatically set the Home Organisation}}
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There is a list of predefined Service Domains, you can or change the properties of these.
 
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[[File:Service-catalog-service-domains-list.png]]
 
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You can also create a list of '''Categories''' for each Service Domain. If you have a long list of services, it will help you filter those.
 
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One or more '''Owners''' can be assigned to a Domain, this will allow a group of people to manage the page associated with that Domain.
 
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[[File:Service-catalog-service-domain-owners.png]]
 
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* NOTE: At this stage, please ignore the "External" catalog as it is for future purposes.
 
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=== Associating Services to a Service Domain ===
 
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When the Employee Portal experimental flag (''experimental.feature.core.useNewEmployeePortal'') has been enabled, any services that exist in an application such as Hornbill Service Manager can be associated to a service domain using the appropriate fields that appear in the service details when creating or managing a service via the Service Portfolio. It's also possible to set a "Service Domain Category" too.
 
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[[Category:Administration]]
 
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Latest revision as of 18:38, 11 April 2024

This document can now be found at its new location in the Hornbill Document Library.

Employee Portal

Retrieved from "https://wiki.hornbill.com/index.php?title=Customize_Employee_Portal&oldid=32208"