People and Payroll: How do I find my way around the Employer Portal?

Juniper People and Payroll

Overview

This article explains the main menu, the top bar, your own settings, and the Action button in the Employer Portal. 

The left-hand menu always appears. It has eight links:

  • Home: dashboards
  • People: staff records
  • Forms: raise forms, view drafts and historic forms you have submitted.
  • Approvals: sign off requests waiting on you
  • Documents: documents and policies
  • Reports: your month end reports
  • Settings: organisation and system setup. See the Juniper People and Payroll Employer Settings guide

 

The top bar

  • People and Payroll Icon: This takes you back to the home page.
  • Help icon (?): opens the Juniper Education Help Centre.
  • Grid icon: switches between Juniper Education products, if you have more than one.
  • Your initials, top right: opens your account menu.

Account Menu

 

Select your initials, top right, then select My settings. This page holds your email signature, your out-of-office arrangement, and your password in one place.

 

Change your email signature

 

  1. Edit the text in the Email signature card. The preview beside it updates as you type.
  2. Select Save.

 

Set up out-of-office cover

 

Use the My settings page to set up cover while you're away. Someone else can then approve forms in your place:

  1. Turn on I am out of office.
  2. Set a start date and an end date. Leave both blank to cover from now until you turn it off again.
  3. Under Where you authorise, choose who covers each category of form. Choose No cover -- it waits for me for anything you'd rather deal with yourself when you're back.

 

Whoever covers you needs their own approval rights on the payroll the form belongs to. Cover doesn't grant rights they don't already have. To set up cover on somebody else's behalf, see the Juniper People and Payroll Employer Settings guide.

Change your password

 

The My settings page also holds your Password card, for changing your sign-in password.

 

 

Changing your password signs you out, so you must sign in again afterwards.

The Action button

 

 Most pages have an Action button in the top right corner. Select it to open an Actions panel. The panel lists things you can do on that page. 

Updated