Employee portal

Every employee gets access to a self-service portal, separate from the operator side of the People area. It doesn't require a paid Mercleo seat: any email you've added to their record can sign in.

Invite an employee

Open the employee's record and go to the Access tab. Add their workspace email and Mercleo sends them an invite. Once they accept it, they can sign in with that address.

An employee record isn't automatically linked to a portal login: adding the record to the directory and inviting them to the portal are two separate steps.

What employees see

The portal shows your workspace's own logo and colours, and gives an employee three sections:

• Profile: their name and job title, plus a read-only list of the emails they can sign in with. They can edit their name and title themselves; changing a sign-in email is admin-only, done from their record's Access tab.
• Documents: whichever files from their record you've marked visible to them, with a download link.
• Time off: their own request history and a form to submit a new one. See Time off.

An employee can only ever see and edit their own record through the portal. There's no way for them to view a co-worker's profile, documents or requests from there.