Employee Portal

DRAFT

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

The Employee Portal is an area of the Hornbill Client built mainly for employees. The Employee Portal can be accessed by the URL https://live.hornbill.com/<instance-name>/

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.

A personal page can also be created by each user called My Home.

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.

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.

Configuration

Experimental Flags

The following flags have to be turned ON in order to use the portal (Home > System > Advanced)

• 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.

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.

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

If Companies are defined in the organisation structure, a different branding can be applied to each company (see Home Organisation - Multiple Brandings)

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.

• Go to the Employee Portal (live.hornbill.com/YOUR_INSTANCE) and from the main menu click the Home button.
• This will show you a message saying that the page does not exist and a button to create it.
• 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

Consists in four columns and multiple rows.

A widget can be added to span between one four rows.

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.