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            Employee Portal Setup

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            Employee Portal Setup

            Assign permissions to your employees to access the Employee Portal site. Create and configure Employee Portal to meet your organization's needs. To allow your employees to search for knowledge articles and contact support, set up knowledge articles, configure Email-to-Case and Web-to-Case, and set up these Service Cloud channels: voice, email, and messaging. Configure manager approval to manage employee requests.

            Required Editions

            View supported editions.
            • Review and Assign Employee Portal Permissions
              Users access Employee Portal through supported editions, add-ons, and permissions.
            • Create an Employee Profile
              Create a profile for employee users.
            • Digital Experiences Setup
              Before creating your Employee Portal site, you must enable Digital Experiences.
            • Employee Portal Site Creation
              HR Service uses the Employee Portal template to package pages and components for the Employee Portal site. The Employee Portal template streamlines the setup and implementation of your site.
            • Configure the Employee Details Component
              On the Employee Portal site, configure the Employee Details component on the My Profile page to show employee information. You can add more fields from the User, PersonAccount, and Employee2 objects.
            • Service Processes for Self Service
              Service processes streamline the creation, management, and fulfillment of HR service requests. Create service processes from scratch or by using templates.
            • CMS Collection Setup
              Keep your employees up to date by highlighting important content by creating a carousel. The CMS Collection carousel component cycles through multiple collection items. Your employees can click an item to learn more about it.
            • Configure the Navigation Tiles Component
              The Home page in Employee Portal contains the Navigation Tiles component. The component enhances the navigation experience in Employee Portal by presenting the available actions in a user-friendly and visually engaging manner.
            • Salesforce Knowledge Enablement
              HR Service uses Salesforce Knowledge to help employees access knowledge articles in Employee Portal. Your employees can read the articles to find answers and solutions to their issues.
            • Setting Sharing Defaults
              Set the baseline record access for your employee users.
            • Email-to-Case Setup
              Enable your employees to submit cases through emails. Email-to-case automatically creates cases from emails. Employees can seek support without logging in to the Employee Portal site.
            • Web-to-Case Setup
              Let your employees submit cases through a form on your company's website. Web-to-Case automatically creates cases from the information submitted through the form. With Web-to-Case, employees can seek support without logging in to the Employee Portal site.
            • Embedded Messaging Set Up
              Configure Embedded Messaging in the Employee Portal site to help your employees get instant help and case statuses by chatting with a bot or a service representative.
            • Manager Approvals Setup
              Configure manager approvals to streamline your company's decision-making processes. With manager approvals, implement a structured approval system to enhance accountability and make sure all case actions are according to your company's policies.
            • Notifications Setup
              Keep employees informed about important updates through notifications. Timely notifications enable employees to quickly act on urgent issues.
            • Employee Enablement Program Setup
              Ensure employee success with Employee Enablement Program. Create programs targeted at various employee life events, such as onboarding and promotions. Employees can complete their assigned or self-enrolled enablement programs in Employee Portal. Before your employees can start creating and completing employee enablement programs, you must complete some setup steps. Review Employee Enablement Program roles, and assign appropriate permissions for building and completing programs.
             
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