Difference between revisions of "Employee Portal"

Latest revision as of 21:01, 13 September 2023

Home > Applications > Collaboration > Employee Portal

Introduction

The Employee Portal provides access to the Employees of your organization. All users that have been added to Hornbill will have access to the Employee Portal.

The Employee Portal is a highly configurable environment where you can add widgets and enable features for your employees to be able to access their services, communicate with the Service Desk, submit and view requests, chat with support staff, and access shared documents.

The Employee Portal can be accessed through the main Hornbill browser app by both Basic Users and Application Users. Users can also access the Employee Portal using the Hornbill Mobile Catalog app.

Related Articles

Web Browser

Accessing

You can access Hornbill using any web browser. Navigate to live.hornbill.com/<Your_Instance>. If you don't know your instance name, you may need to contact your IT support team. Users that are not subscribed to any Hornbill Apps (Basic Users) will be taken directly to the Employee Portal when they login. Users that are subscribed to one or more applications will access the Employee Portal through the Company Home option under the Home Icon in the left hand menu bar.

If you are a full collaboration or app user you have an option to set the Company Home as your landing page. While you are on the Company Page, you can select the option under your Profile Menu titled, Make this my default View. This will become your starting point every time you open Hornbill. When clicked on, the Hornbill Logo in the top banner will also return you to your default view.

Navigation

Header

To navigate between pages, the top section of the page contains links to other business areas that have been defined. Each of these areas can have it's own page or may link to a dedicated service. Within the header, there is also a breadcrumb that gives you a link back to previous pages and to the company home page.

Body

The main body of each page will consist of one or more widgets that have been added and configured by a page manager. These widgets provide information, links, and the ability to interact with one or more Service Desks.

Footer

At the bottom of the page, an optional section may be displayed which provides some details about your company, including contact information and social media links.

Mobile Version

Hornbill has provided a Progressive Web App (PWA) to give users a fast and UI rich solution to accessing their company's home page which can be packed full of valuable information and Service Catalog access.

Accessing

The mobile app can be accessed using your mobile's browser and navigating to mcatalog.hornbill.com/<Your_Instance>/. If you don't know your instance name, you may need to contact your IT support team. A login button will display when you first connect. In most cases, this will be your network login for your company.

Home Screen

Once you are logged in, you can add the Hornbill Employee Portal to your mobile device's Home Screen. If you are using an Android device you may get a prompt to Add the Hornbill App to your Home Screen. If you select to do this, an application icon will be added to your phone which will provide quick access back to Hornbill and also open the app in a full screen. On an iOS device, you can select from the Safari Options when on the Hornbill Employee Portal site to add the site to your Home Screen.

Navigation

In the top right of the Mobile app, the menu button lets you view and navigate to other available pages and options.

Domain Pages

A list of the available pages that you can navigate to are listed here. These pages will normally represent the main business areas within your company. A link back to the main page is provided in the header.

Settings

Your Profile Information

See your logged in profile along with picture and job title. Not you? Use the logout option.

Versions

This maybe asked for by Hornbill Support for any issues that are reported, to ensure you are on the latest version.

Clear Cache

This will clear any locally cached files. Clearing the cache may correct some issue that are a result of out of date cached files.

Logout

This will log you out of your session.

About

Your company's contact information

@@ Line 1: / Line 1: @@
-{{bluebanner|[[Main Page|Home]] > [[Applications]] > [[Collaboration]] > Employee Portal|[[:Category:Collaboration|Index]]}}
+{{breadcrumb|[[Main Page|Home]] > [[Applications]] > [[Collaboration]] > Employee Portal|Collaboration}}
-[[File:Service-catalog-company-home-header.png|center|link=]]
+{{Section|
-<BR>
-{|style="width: 100%"
-|- valign="top"
-|style="width:73%"|
 ==Introduction==
-The Employee Portal is the next evolution of Hornbill Self-Service aiming to help you deliver exceptional employee experience and is intended to supersede the existing Hornbill Service Portal, currently accessed via <nowiki>https://service.hornbill.com/<instance-name></nowiki>. The Employee Portal sees the self service experience move closer to the core of the Hornbill Platform, becoming part of the live.hornbill.com domain.
+[[file:employeePortalLandingPage.png|400px|right|border|link=https://wiki.hornbill.com/images/8/8f/EmployeePortalLandingPage.png]]
-|style="width:5%"|
+The Employee Portal provides access to the Employees of your organization.  All users that have been added to Hornbill will have access to the Employee Portal.
+<br><br>
+The Employee Portal is a highly configurable environment where you can add widgets and enable features for your employees to be able to access their services, communicate with the Service Desk, submit and view requests, chat with support staff, and access shared documents.
+<br><br>
+The Employee Portal can be accessed through the main Hornbill browser app by both Basic Users and Application Users. Users can also access the Employee Portal using the Hornbill Mobile Catalog app.
 |
-|style="width:22%; border-style: solid; border-width: 1px; border-color:#e6e6e6; background-color:#f2f2f2;"|
+{{rightBox|Related Articles|
+:* [[Customize Employee Portal]]
+:* [[Employee Portal Page Configuration]]
+:* [[Service Domains Administration|Service Domains]]
+:* [[Single_Sign_On_Profiles|Mobile web app and SSO Profiles]]
+:* [[Configuration_of_Hornbill_Web_App_in_Microsoft_InTune|Deploying and SSO Setup for Mobile web app with MS InTune]]
+}}
+}}
+{{Section|
+== Web Browser ==
-== Related Articles ==
+=== Accessing ===
-:* [[Manage Employee Portal]]
+You can access Hornbill using any web browser. Navigate to '''live.hornbill.com/<Your_Instance>'''. If you don't know your instance name, you may need to contact your IT support team.
-:* [https://community.hornbill.com/topic/17090-employee-portal-preview-release/Employee Portal Feedback]
+Users that are not subscribed to any Hornbill Apps (Basic Users) will be taken directly to the Employee Portal when they login.  Users that are subscribed to one or more applications will access the Employee Portal through the '''Company Home''' option under the '''Home''' Icon in the left hand menu bar.
-|}
+{{infobox|If you are a full collaboration or app user you have an option to set the Company Home as your landing page. While you are on the Company Page, you can select the option under your Profile Menu titled, '''Make this my default View'''.  This will become your starting point every time you open Hornbill.  When clicked on, the Hornbill Logo in the top banner will also return you to your default view.}}
+|}}
+=== Navigation ===
-== Status ==
+:* '''Header'''
-Current Status: '''Preview Release'''
+:: To navigate between pages, the top section of the page contains links to other business areas that have been defined.  Each of these areas can have it's own page or may link to a dedicated service.  Within the header, there is also a breadcrumb that gives you a link back to previous pages and to the company home page.
+:* '''Body'''
+:: The main body of each page will consist of one or more [[Employee Portal Widgets|widgets]] that have been added and configured by a page manager.  These [[Employee Portal Widgets|widgets]] provide information, links, and the ability to interact with one or more Service Desks.
+:* '''Footer'''
+:: At the bottom of the page, an optional section may be displayed which provides some details about your company, including contact information and social media links.
-'''Preview Release meaning:''' A preview release is intended to be shown to customers for early visibility and feedback. Be aware that things can still change.
-<!--A preview release is not suitable for production use and is intended to be shown to customers for early visibility and feedback. Based on this, significant changes may be made before being officially released at a later time. Functionality in this preview should not be broken, but certain aspects may not be stable.-->
-===Feedback===
+== Mobile Version ==
-If you encounter any issues or wish to contribute suggestions, please share them with us on the Hornbill Community Forums here: https://community.hornbill.com/topic/17090-employee-portal-preview-release/
+Hornbill has provided a Progressive Web App (PWA) to give users a fast and UI rich solution to accessing their company's home page which can be packed full of valuable information and Service Catalog access.
-<br>
-<br>
-== Terminology ==
-* '''Page''' - A canvas that allows people to add widgets. Pages can be in a context of the Company Home Page, Service Domains, or My Home (personal area - available in a later stage)
-* '''Company Home Page''' - the main landing page of the employee portal.
-* '''Service Domain''' - An entity in charge of grouping services and other functional items. Each Service Domain will have at least one page.
-* '''Home Organisation''' - a setting governing which branding a user will experience when viewing the employee Portal.
-* '''My Home''' - Each user can create a "My Home" page to provide a personal experience.
-<br>
-<br>
-== Previewing the Employee Portal ==
-=== Experimental Flags ===
-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''''')
-:# Decide who will preview new employee portal.
-:# 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)
-:# Set '''experimental.feature.core.useNewEmployeePortal''' to "ON". This will make a new navigation menu item available in the Home tile live.hornbill.com
-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.-->
-<br>
-<br>
-=== Roles and Rights - Who can Configure the Employee Portal? ===
-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.
-* The "Collaboration Role"  has been updated to include the application right ''CanManagePage''. This right grants the general rights to manage pages.
-* 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.
-* The '''Home Page Manager''' Role grants rights to manage the Company Home Page as it includes the application rights ''CanManagePage'' and ''canManageCompanyPages''
-* Basic Users can't create or manage pages.
-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).
-<br>
-<br>
-==Branding and Styling the Company Home Page==
-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'''''
-[[File:Service-catalog-manage-portal.png]]
-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)
-<!--* ''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.
-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.-->
-<!--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.-->
-<br>
-<br>
-=== Home Organisation (Multiple Branding) ===
-Should your organisation consist of multiple business units or Companies, different branding can be applied for each of these.
-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'''.
-[[File:setHomeOrganisation.JPG|900px]]
-When a Home Organisation is not configured for a user, the customisation against "Primary Company" will be used.
-[[File:selectPrimaryCompany.JPG|900px]]
-<br>
-<br>
-== Configuring a New Page ==
-After you have applied branding, your chosen colour scheme, and headings, is time to start configuring the new page for your employees.
-The first page would be the Company Home Page. You need to have the ''Home Page Manager'' role in order to do this.
+=== Accessing ===
+The mobile app can be accessed using your mobile's browser and navigating to '''mcatalog.hornbill.com/<Your_Instance>/'''. If you don't know your instance name, you may need to contact your IT support team.  A login button will display when you first connect.  In most cases, this will be your network login for your company.
-* Go to the Employee Portal (live.hornbill.com/YOUR_INSTANCE) and from the main menu click the '''Company Home''' button.
+=== Home Screen ===
-* This will show you a message saying that the page does not exist and a button to create it (in some cases the Company Home Page will be predefined, in such case skip to the Page Designer part).
+Once you are logged in, you can add the Hornbill Employee Portal to your mobile device's Home Screen.  If you are using an Android device you may get a prompt to Add the Hornbill App to your Home Screen.  If you select to do this, an application icon will be added to your phone which will provide quick access back to Hornbill and also open the app in a full screen. On an iOS device, you can select from the Safari Options when on the Hornbill Employee Portal site to add the site to your Home Screen.
-* Click create and fill the form. You can create a different version for Users and Basic Users or the same for both.
-* Once the page is created it will show you the preview with the page designer on the right-hand side.
-** Page Designer
-*** You can add new widgets by clicking on the "Add Widgets" button and drag the widget to the list down below.
-**** [[File:Service-catalog-designer-drag-widget.png]]
-*** Almost every widget can be customised by clicking on the pencil icon next to the widget. For example, here you can see the Services List widget. It can display services for a specific domain or all domains. Also it can show the services as tiles or as a list. This is good when you have a long list of services.
-**** [[File:Service-catalog-edit-services-list-widget.png]]
-'''NOTE:''' Don't forget to Publish the page settings, otherwise it will remain in Draft mode and users will not see the changes.
-[[File:Service-catalog-publish-button.png]]
-<br>
 <br>
-=== The Page Layout ===
-Consists in four columns and multiple rows.
-A widget can be added to span between one four columns.
-[[File:Service-catalog-designer-change-columns.png]]
-Rows have fixed heights but the first and last rows are flexible. The first one has a limitation to prevent the layout to become unuseful but the last row is fully flexible. This way you can place widgets that can take big space such as a workspace.
-==Mobile Support==
-Coming soon...
-<!--A dedicated implementation for mobile devices is available in mcatalog.hornbill.com/YOUR_INSTANCE
-Although it can be accessed from any device (also desktop) is optimized for mobile and therefore only Chrome and Safari are supported in I-OS (iphone/ipad), Android and Windows
-The page will allow you to add to the home screen meaning you can access it without the need to open the browser. It will add an icon to your desktop. This option will be displayed to you after logging in.
-=== Customisation ===
+=== Navigation ===
--->
+[[File:ephome.png|right|200px|border|link=https://wiki.hornbill.com/images/0/0d/Ephome.png]]
+In the top right of the Mobile app, the menu button lets you view and navigate to other available pages and options.
-== Configuring a Service Domains ==
-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'''''
-You need to have the ''Admin Role'' to manage Service Domains.
-[[File:Service-catalog-main-tile2.png]]
-There is a list of predefined Service Domains, you can or change the properties of these.
-[[File:Service-catalog-service-domains-list.png]]
-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.
-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.
-[[File:Service-catalog-service-domain-owners.png]]
-* NOTE: At this stage, please ignore the "External" catalog as it is for future purposes.
-<br>
-<br>
-=== Associating Services to a Service Domain ===
-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.
-<br>
-<br>
-== Known Issues ==
-There are a number of known issues.
-# Translations - Some translations are not available yet
-# Designer:
-## Sometimes after pressing "Public" the page shows "No Page Found" message.
-##* ''Workaround: Exit the design view or refresh (F5)''
-# Widgets:
-## Search Widget - Has some usability issues
-If you have issues that are not listed here or suggestions please share them on the Hornbill Community Forums here: https://community.hornbill.com/topic/17090-employee-portal-preview-release/
+:* '''Domain Pages'''
+:: A list of the available pages that you can navigate to are listed here.  These pages will normally represent the main business areas within your company.  A link back to the main page is provided in the header.
+:* '''Settings'''
+::* '''''Your Profile Information'''''
+::: See your logged in profile along with picture and job title.  Not you?  Use the logout option.
+::* '''''Versions'''''
+::: This maybe asked for by Hornbill Support for any issues that are reported, to ensure you are on the latest version.
+::* ''''' Clear Cache'''''
+::: This will clear any locally cached files.  Clearing the cache may correct some issue that are a result of out of date cached files.
+::* ''''' Logout '''''
+::: This will log you out of your session.
+:* '''About'''
+::: Your company's contact information
+[[Category:Collaboration]]

Difference between revisions of "Employee Portal"

Latest revision as of 21:01, 13 September 2023

Introduction

Web Browser

Accessing

Navigation

Mobile Version

Accessing

Home Screen

Navigation

Navigation menu

Search