Migrating to the Employee Portal

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Introduction If you are currently using the Service Portal or the My Services Portal, and looking to migrate to the Employee Portal please follow the steps detailed here.

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Migration Steps

Below are some top-level steps to help you migrate to the employee portal, the video will talk through each step and provide a practical walkthrough from start to finish.

Step 1 - Enable the Employee Portal

In the admin console, under System > Manage Portals > Employee Portal > Settings

The first two settings are required, as the employee portal is Off by default.

• Users - Add in the users you wish to have access and visibility of the employee portal

Leaving this field empty, and enabling the employee portal, will make the employee portal visible to All users

• Enable - If you are ready to configure the employee portal, enable this setting, and the users defined above will now have a Company Home menu option visible to them under the Home Tile in the navigation menu in the live.hornbill.com/yourcompany domain

Roles

• Collaboration - Any user who will need to manage pages on the Employee Portal will need this role (This role alone will not allow them to configure the Home Page or Domain Pages)
• Home Page Manager - Any user who needs to manage the landing page on the Employee Portal will need this role

Step 2 - Configure The Employee Portal

Configure the following for the structure / theme of the pages on the Employee Portal

• Header
• Body
• Footer
• Mobile

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