Employee Portal: Guide for Employees

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

How to Set Up the Employee Portal

To log in, you need your login details, including a URL, username and password.

To log into the employee portal:

1. Your employer needs to give you a URL with /employee at the end. Type the URL in your browser and press Enter. A page similar to the screenshot above load.
2. Enter the Username and Password.
3. Click Login.

After you have logged in, you are taken to the dashboard. Here you can view today's scheduled quotes, jobs and tasks.

To change your password:

1. Hover over your name in the top right corner of the screen.
2. Click Change Password.
3. Enter your Old Password.
4. Enter your new password under New Password and Confirm New Password.
5. The password must be eight characters, including one lowercase letter, one capital letter, one special character and one number.
6. Click Save.

View your scheduled quotes, jobs and activities one week at a time.

To view the schedule:

1. Hover over Schedules .
2. Click Week View.

To view future or previous weeks, click the arrows above the schedule.

Hover over a schedule block to see more details.

Consult the Legend at the bottom of the page to determine what different block colours indicate.

The following options are available when you right-click a schedule block:

To update job and quote cards with information on the work you have performed:

1. On the dashboard, click the job or quote.
   • To view more than today's quotes / jobs, click Quotes or Jobs at the top of the page and click the Search tab. Search and select the job or quote.
2. Click the Actual tab.
3. Enter job details under Work Completed.
4. Enter details on materials used under Material Notes.
5. If the actual date is different from the scheduled date, select the date under Date Performed.
6. If the actual time is different from the scheduled time. Click the fields and use the sliders to adjust the times.
   • If necessary, click Add Block to add another schedule block and adjust the times as required.
7. If additional materials were used, search under Materials Available and enter the Quantity. Click Assign Materials to add them to the job card.
8. If requested materials were not used, click the icon to remove them.
9. To update your changes:
   • If your employer has not given you permission to approve job / quote cards, click Save and Finish.
   • If you have permission to approve job / quote cards, click Approve.

You can view timesheets for a specified date range.

To view your timesheet:

1. Hover over Schedules .
2. Click Timesheets.
3. Select the Date Range.
4. Select or clear the check boxes to include or exclude leads, quotes, jobs and activities as required.
5. Under Display, select Visual to see a visual schedule along with a summary, or select Summary to see just the summary.
6. Under Schedule Type, select whether to see schedule blocks or job cards.
7. Click Submit.

To print timesheets, select the options as required and click Print.

You can print and / or email all job cards within the specified date range.

To print and email job cards:

1. Hover over Schedules .
2. Click Job Cards.
3. Select the Date Range.
4. To print, click Print Job Cards. To email, click Email Job Cards.

You need to have a valid email address in your employee card file in Simpro Premium to receive emailed job cards. Seek assistance from your employer if emails are not sent correctly.

You can print and / or email all run sheets within the specified date range.

To print and email run sheets:

1. Hover over Schedules .
2. Click Run Sheets.
3. Select the Date Range.
4. To print, click Print Run Sheets. To email, click Email Run Sheets.