Enabling Employee Access to Self Service

Thesaurus Cloud provides a web-based portal where employees can view/ download their payslips and other payroll documents, view their calendar, request annual leave and view/ edit their personal details.


To enable employee access to self service:

 

1) Within your Thesaurus Payroll Manager software, open the company you require.


2) Go to 'Add/Amend Employees' and select the employee from the drop down menu.


3) Under Personal Details, enter the employee's email address and a password of choice within 'Details for payslip emailing and/or Thesaurus Cloud'.

4) Tick to indicate the employee is to have access to Thesaurus Cloud:

 

 


5) Click 'Update' on completion.

6) Now synchronise your employer to the Cloud for your changes to take effect via Process Icon No. 9 or 'Cloud > Synchronicity Employer'.

 

You are now ready to send invitation emails to your employees to notify them that they now have access to the Self Service portal, where they can access their payslips and other payroll documents, view their calendar and request annual leave, and view/update some of their personal details. 

 

 

Sending Self Service Invitation Emails

 

1) Log in to your Thesaurus Cloud account and access the employer in question within 'Employers'.

2) Click 'Employees' - here you will find the employees that are within the employer file that has been connected to Thesaurus Cloud.

3) At the top right of the screen, click 'Send Invitation Emails'

4) Select each employee that you would like to send a personalised email to with an overview of Self Service and instructions on how to log in.

Please note: employees for whom self service has not been enabled will not be available for selection.

5) Click 'Send to Selected Employees' when ready and click 'OK'.

 

All employees selected will be sent a welcome email containing instructions on how they can log in to their own self service portal.

 

 

Editing/ Disabling Self Service for an Employee

 

You can enable or disable access to Self Service and set/ change the email address and password for each employee at any time using your Thesaurus Payroll Manager software.

1) Within your Thesaurus Payroll Manager software, open the company you require.

2) Go to 'Add/Amend Employees' and select the employee from the drop down menu.

3) Under Personal Details, amend the employee's email address and a password of choice within 'Details for payslip emailing and/or Thesaurus Cloud' if you wish to simply edit their self service login details.

4) To disable self service access for the employee,  untick the box to indicate the employee does not have access to Thesaurus Cloud:





5) Click 'Update' on completion.

6)  Now synchronise your employer to the Cloud for your changes to take effect via Process Icon No. 9 or 'Cloud > Synchronise Employer'.




Need help? Support is available at 01 8352074 or support@thesaurus.ie.

GeneralGlossary of TermsPayroll DeductionsGetting startedImporting from previous yearCompanyAdd/ Amend EmployeesNotifying ROS of new employeesProcessing PayrollBank FilesReportsP30sProcessing LeaversBenefit in KindIllness BenefitMaternity BenefitPaternity BenefitPensionsReversing the PayrollBackup and RestoreYear endCSOHolidaysLeave EntitlementsLegalTransferring Payroll Manager from one PC to anotherThesaurus Cloud