Enabling Self-Service
Self-Service lets your employees access their payslips, submit leave and expense requests, and download tax certificates - all without needing your help.
Before You Start
You'll need:
✅ Each employee's email address.
✅ To set up approval groups (optional).
📚 How-To Guides¶
How to Enable Self-Service¶
If you have auto Self-Service enabled:
- In the left sidebar, click Employees > Self-Service.
- Enter each employee's email address in their field.
- Click Save. The Enabled boxes will automatically be checked once you Save.
Your employees will receive an activation email with a password set-up link.
If you don't have auto Self-Service enabled:
- In the left sidebar, click Employees > Self-Service.
- Enter each employee's email address next to their name.
- Tick the boxes under Enabled, or click All to select everyone at once.
- Click Save.
Your employees will receive an activation email with their password set-up link.
📌 Quick References¶
| Setting | Auto Self-Service ON | Auto Self-Service OFF |
|---|---|---|
| Email field | Must be valid format ([email protected]). | Must be valid format ([email protected]). |
| Enabled checkbox | Not needed (activates automatically). | Must tick manually. |
| Save button | Sends activation emails automatically. | Sends activation emails when you click Save. |
| Re-send activation | Available after initial setup. | Available after initial setup. |
❔ FAQs¶
Can I enable Self-Service for multiple employees at once?
Yes, you can enter all their email addresses, then click Save to enable everyone together.
Will employees know when I enable their Self-Service?
Yes, they'll get an activation email immediately after you save your changes.
How long does the activation link stay valid?
48 hours. After that, go to Employees > Self-Service and click Re-send Activation next to their name.
Can I disable Self-Service for an employee later?
Yes, go to Employees > Self-Service. Untick their enabled checkbox and click Save.
How do I check if an employee has activated their account?
Go to Employees > Self-Service. Activated accounts show their last login time under Last Activity.
What if my employee didn't receive the activation email?
Try these steps in order:
- Ask them to check their junk folder.
- Verify you entered the correct email address.
- Resend the link: Employees > Self-Service > Re-send Activation.
What if the activation link has expired?
Go to Employees > Self-Service and click Re-send Activation under their Last Activity.