Difference between revisions of "Employee Portal"

From Hornbill
Jump to navigation Jump to search
 
(132 intermediate revisions by 5 users not shown)
Line 1: Line 1:
−
<span style="color:red">'''DRAFT'''</span>
+
{{breadcrumb|[[Main Page|Home]] > [[Applications]] > [[Collaboration]] > Employee Portal|Collaboration}}
−
 
+
{{Section|
−
== Status ==
 
−
Current Status: '''Not Released'''
 
−
 
 
−
Next Status: Preview Release - Expected - end of October
 
−
 
 
−
== Terminology ==
 
−
* '''Service Domain''' - An entity in charge of grouping services and other functional items
 
−
* '''Page''' - A canvas that allows people to add widgets. Pages can be in a context of the Home Page, Service Domains or My Home (personal area)
 
−
 
 
 
==Introduction==
 
==Introduction==
−
The Employee Portal is an area of the Hornbill Client built mainly for employees. The Employee Portal can be accessed by the URL <nowiki>https://live.hornbill.com/<instance-name>/</nowiki>
+
[[file:employeePortalLandingPage.png|400px|right|border|link=https://wiki.hornbill.com/images/8/8f/EmployeePortalLandingPage.png]]
−
 
+
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 Portal consists of the main landing page (The Home) replacing the current ''Hornbill Today'' and child pages mainly for a new area called ''Service Domains''.
+
<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.
−
A personal page can also be created by each user called ''My Home''.
+
<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.
−
Each page can be customised by a user or users with specific rights and each page can be customised by widgets provided by the platform or installed applications.
+
|
−
 
+
{{rightBox|Related Articles|
−
A different page can be created for Users and Basic Users or one page can be used for both. Basic Users will not be allowed to use certain widgets such as Workspaces or Tasks because that functionality is not available to them.
+
:* [[Customize Employee Portal]]
−
 
+
:* [[Employee Portal Page Configuration]]
−
== Configuration ==
+
:* [[Service Domains Administration|Service Domains]]
−
=== Experimental Flags ===
+
:* [[Single_Sign_On_Profiles|Mobile web app and SSO Profiles]]
−
The following flags have to be turned ON in order to use the portal (Home > System > Advanced)
+
:* [[Configuration_of_Hornbill_Web_App_in_Microsoft_InTune|Deploying and SSO Setup for Mobile web app with MS InTune]]
−
 
+
}}
−
* '''experimental.feature.core.useNewEmployeePortal''' - ON
+
}}
−
* '''experimental.feature.core.hideOldServicePortal''' - ON - If you wish to Hide the old functionality such as ''Hornbill Today'' and ''My Services''.
+
{{Section|
−
 
+
== Web Browser ==
−
=== Roles and Rights ===
 
−
* '''Page Manager''' - This role grants the general rights to manage pages including My Home and Service Domains (only if owner of the domain)
 
−
** Application rights included: Hornbill Collaboration > Admin: CanManagePage
 
−
* '''Home Page Manager''' - Grants rights to manage the Home Page
 
−
** Application rights included: Hornbill Collaboration > Admin: CanManagePage, canManageCompanyPages
 
−
 
 
−
=== Service Domains ===
 
−
In the Admin Tool, go to ''Home > Service Catalog > Service Domains''
 
−
 
 
−
There is a list of predefined Service Domain, you can add or change the properties of these.
 
−
 
 
−
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.
 
−
 
 
−
=== Service Definition ===
 
−
 
 
−
Each service defined in the application (for example Service Manager) allows associating a Service with a Service Domain and a Category related to that Domain.
 
−
 
 
−
This option will appear when enabling the Employee Portal experimental flag ON.
 
−
 
 
−
=== Home Organisation (Multiple Branding) ===
 
−
 
 
−
A branding can be applied for each Company. Refer to "Styling" section for more details.
 
−
 
 
−
For each user in the system (Accessed via Admin Tool > Home > System > Organisation > Users), a home organisation can be SET through the "Organisations" tab.
 
−
 
 
−
[[File:setHomeOrganisation.png]]
 
−
 
 
−
When Home Organisation is not configured for a user, the customisation against "Primary Company" will be used.
 
−
 
 
−
=== Styling ===
 
−
Same as other portals, the Employee Portal offers an option to customise the Header, Body, and Footer.
 
  
−
Go to ''Home > System > Manage Portals > Manage Employee Portal''
+
=== 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.
 +
{{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 ===
  
−
If Companies are defined in the organisation structure, a different branding can be applied to each company (see ''Home Organisation - Multiple Brandings'')
+
:* '''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 [[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.
  
−
== Defining a New Page ==
 
−
After defining the configuration, is time to start defining the new page for the employees.
 
  
−
The first page would be the Home Page. You need to have the ''Home Page Manager'' role in order to do this.
+
== 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.
  
−
* Go to the Employee Portal (live.hornbill.com/YOUR_INSTANCE) and from the main menu click the '''Home''' button.
+
=== Accessing ===
−
* This will show you a message saying that the page does not exist and a button to create it.
+
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.
−
* 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.
 
−
'''NOTE:''' Don't forget to Publish the page settings, otherwise it will remain in Draft mode and users will not see the changes.
 
  
−
=== The Page Layout ===
+
=== Home Screen ===
−
Consists in four columns and multiple rows.
+
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.
 +
<br>
  
−
A widget can be added to span between one four rows.
+
=== 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.  
  
−
Rows have fixed heights but the last row is flexible as long as it is used by one widget (using 4 columns). This way you can place widgets that can take big space such as a workspace.
+
:* '''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]]

Latest revision as of 21:01, 13 September 2023

Home > Applications > Collaboration > Employee Portal Index

Introduction

EmployeePortalLandingPage.png

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.

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.

Information
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

Ephome.png

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
Retrieved from "https://wiki.hornbill.com/index.php?title=Employee_Portal&oldid=31389"