Employee Master, EPortal tab
僱員主檔，僱員門戶分頁

EPortal Tab is under Master ⇒ Employee Master.

EPortal Tab  is to define various options for Employee Portal of this Employee. EPortal tab is visible only when Employee Portal module is installed.

僱員門戶分頁用於定義該員工的員工自助平台各項選項。只有當員工自助平台模組已安裝時，僱員門戶分頁才會顯示。

Access Control 存取控制

• Enable Login: If turned off, the employee cannot log in to the Employee Portal.

• Enable WebLeave: If turned off, the employee cannot access the WebLeave menu items.

• Enable "Sign in with Google": Refer to How to enable "Sign in with Google" for setup instructions. To authenticate successfully, the Google Account email used for login must match an entry in the Employee Master—either under the Email or Personal Email field.

• Enable "Sign in with Microsoft": Refer to How to enable "Sign in with Microsoft" for setup instructions. The Microsoft Account email used for login must be listed in the Employee Master, either under the Email or Personal Email field, to ensure successful authentication.

• Enable Active Directory Authentication: Refer to "How to Enable Active Directory Authentication for Employee Portal Login" for setup instructions.

• Enable 2-Step Verification: This feature applies exclusively to traditional Employee Portal logins using User ID and Password. It becomes active only when 2-Step Verification is set to "Enable" within the Personal Options (EPortal).

• EPortal Password: This field stores the user's Employee Portal password. If the "Show EPortal Password in Employee Master" option is enabled in Master Setup, the actual password will be visible; otherwise, it will appear masked as asterisks (*****).

• 啟用登入：如關閉此選項，該員工無法登入員工自助平台。

• 啟用 WebLeave：如關閉此選項，該員工無法存取 WebLeave 功能選單。

• 啟用「使用 Google 登入」：請參閱「如何啟用『使用 Google 登入』」以了解設定方法。成功驗證時，登入所用的 Google 帳戶電郵必須與員工主檔中的電郵或個人電郵欄一致。

• 啟用「使用 Microsoft 登入」：請參閱「如何啟用『使用 Microsoft 登入』」以了解設定方法。為確保能成功驗證，登入所用的 Microsoft 帳戶電郵必須在員工主檔的電郵或個人電郵欄中有記錄。

• 啟用 Active Directory 認證：請參閱「如何為員工自助平台登入啟用 Active Directory 認證」以了解設定方法。

• 啟用雙重驗證：此功能僅適用於使用用戶 ID 及密碼的傳統員工自助平台登入，且只於[個人選項 (EPortal)中已將雙重驗證設為「啟用」時才會生效。

• EPortal 密碼：此欄位用於儲存員工自助平台密碼。如於主檔設定中啟用了「於員工主檔顯示 EPortal 密碼」，則會顯示實際密碼；否則會以星號（*****）顯示。]

Feature Visibility 功能可見性

• Show "Company Library": Effective only when "Enable Company Library" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Directory": Effective only when "Enable Directory" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Company Calendar": Effective only when "Enable Company Calendar" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Leave Application": If turned off, the employee cannot apply for leave.

• Show "Leave History": Effective only when "Enable Leave History" is activated in Employee Portal Setup, Leave Application Tab.

• Show "Subordinate Leave History": Effective only when "Enable Subordinate Leave History" is activated in Employee Portal Setup, Leave Application Tab.

• Show "Event Calendar": Effective only when "Enable Event Calendar" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Time Correction Request": If turned off, the employee cannot apply for an In/Out Time Correction Request.

• Show "Expense Claims Application": If turned off, the employee cannot apply for expense claims.

• Show "Overtime Compensation Application": If turned off, the employee cannot apply for overtime compensation.

• Show "Punch Card": Effective only when "Enable Punch Card" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Attendance Record": Effective only when "Enable Attendance Record" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Subordinate Attendance Record": Effective only when "Enable Subordinate Attendance Record" is activated in Employee Portal Setup, Attendance tab. 

• Show "Subordinate Attendance Performance": Effective only when "Enable Subordinate Attendance Performance" is activated in Employee Portal Setup, Attendance tab. 

• Show "Subordinate Profile": Effective only when "Enable Subordinate Profile" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Update Personal Particulars": Effective only when "Enable Update Personal Particulars" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Disable "Payroll History": Effective only when "Enable Payroll History" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Mid-Month Payroll History": Effective only when "Enable Mid-Month Payroll History" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Download IR56B/M": Effective only when "Enable Download IR56B/M" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Team Roster": Effective only when "Enable Team Roster" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Roster Assignment": Effective only when "Enable Roster Assignment" is activated in Employee Portal Setup, Employee Self-Service Tab.

• Show "Roster Import": Effective only when "Enable Roster Import" is activated in Employee Portal Setup, Employee Self-Service Tab.

• 顯示「公司資料庫」：僅於[員工自助平台設定 > 員工自助服務分頁已啟用「公司資料庫」時生效。

• 顯示「通訊錄」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「通訊錄」時生效。

• 顯示「公司日曆」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「公司日曆」時生效。

• 顯示「請假申請」：如關閉此選項，員工將無法申請假期。

• 顯示「請假記錄」：僅於[員工自助平台設定 > 請假申請分頁]已啟用「請假記錄」時生效。

• 顯示「下屬請假記錄」：僅於[員工自助平台設定 > 請假申請分頁]已啟用「下屬請假記錄」時生效。

• 顯示「活動日曆」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「活動日曆」時生效。

• 顯示「更正出入時間申請」：如關閉此選項，員工將無法申請更正出入時間。

• 顯示「費用申報」：如關閉此選項，員工將無法申報費用。

• 顯示「加班補償申請」：如關閉此選項，員工將無法申請加班補償。

• 顯示「打卡記錄」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「打卡記錄」時生效。

• 顯示「出勤記錄」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「出勤記錄」時生效。

• 顯示「下屬出勤記錄」：僅於[員工自助平台設定 > 出勤分頁]已啟用「下屬出勤記錄」時生效。

• 顯示「下屬出勤表現」：僅於[員工自助平台設定 > 出勤分頁]已啟用「下屬出勤表現」時生效。

• 顯示「下屬資料」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「下屬資料」時生效。

• 顯示「更新個人資料」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「更新個人資料」時生效。

• 停用「薪酬記錄」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「薪酬記錄」時生效。

• 顯示「月中薪酬記錄」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「月中薪酬記錄」時生效。

• 顯示「下載 IR56B/M」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「下載 IR56B/M」時生效。

• 顯示「團隊排班表」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「團隊排班表」時生效。

• 顯示「排班分配」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「排班分配」時生效。

• 顯示「排班匯入」：僅於[員工自助平台設定 > 員工自助服務分頁]已啟用「排班匯入」時生效。]

User Permissions and Roles 使用者權限和角色

• Is Notice Board Administrator: If enabled, the employee can manage the notice board (add/change/delete) using Notice Board Maintenance.

  • • Own Department Only: Limits the administrator to notices for their department.

    • Own Division Only: Limits the administrator to notices for their division.

    • Own Location Only: Limits the administrator to notices for their work location.

• Allow On Behalf Leave Applications: Enables employees to submit leave applications on behalf of other employees.

  • Own Department Only: Limits this user to acting on behalf of other employees within his own department only.

  • Own Division Only: Limits this user to acting on behalf of other employees within his own division only.

  • Own Location Only: Limits this user to acting on behalf of other employees within his own location only.

• Allow On Behalf Leave Applications: Allows employees to submit leave applications on behalf of other employees.

  • Own Department Only: Limits on-behalf applications to employees in the same department.

  • Own Division Only: Limits on-behalf applications to employees in the same division.

  • Own Work Location Only: Limits on-behalf applications to employees in the same work location.

• Allow On Behalf Time Correction Request: Allows submitting Time Correction Requests for any employee.

  • Own Department Only: Limits on-behalf applications to employees in the same department.

  • Own Division Only: Limits on-behalf applications to employees in the same division.

  • Own Work Location Only: Limits on-behalf applications to employees in the same work location.

• Allow On Behalf Expense Claims Application: Allows submitting Expense Claims for any employee.

  • Own Department Only: Limits on-behalf applications to employees in the same department.

  • Own Division Only: Limits on-behalf applications to employees in the same division.

  • Own Work Location Only: Limits on-behalf applications to employees in the same work location.

• Allow On Behalf Overtime Compensation Application: Allows submitting Overtime Compensation for any employee.

• Own Department Only: Limits on-behalf applications to employees in the same department.

• Own Division Only: Limits on-behalf applications to employees in the same division.

• Own Work Location Only: Limits on-behalf applications to employees in the same work location.

• Is Roster Administrator: If turned on, and "Roster is assigned by the Roster Administrator by department/division/location" (in Employee Portal Setup, Employee Self Service, Roster Assignment Panel) is enabled, this employee can perform Roster Assignment.

• Allow Mass Approval: Enables the Mass Approval function for approvers.

• Disallow view Salary in Subordinate Profile: Hides the Salary section in subordinate profiles.

• Disallow Overtime Compensation by Compensation Leave: Prevents compensation via Compensation Leave unless allowed in Employee Portal Setup.

• Disallow Overtime Compensation by OT Pay: Prevents compensation via OT Pay unless the option  "Allow Overtime Compensation by OT Pay"  enabled in Employee Portal Setup.

• 公告板管理員: 啟用後，員工可使用公告板維護功能新增、更改或刪除公告。  

  • 僅限本部門：管理員僅限管理自己部門的公告。  

  • 僅限本分部：管理員僅限管理自己分部的公告。  

  • 僅限本地點：管理員僅限管理自己工作地點的公告。  

• 代表請假申請 : 允許員工代表其他員工提交請假申請。  

  • 僅限本部門：限制僅能為同部門員工代申請。  

  • 僅限本分部：限制僅能為同分部員工代申請。  

  • 僅限本地點：限制僅能為同工作地點員工代申請。  

• 代表更正出入時間申請 : 允許代表任何員工提交更正出入時間申請。  

  • 僅限本部門：限制僅能為同部門員工代申請。  

  • 僅限本分部：限制僅能為同分部員工代申請。  

  • 僅限本地點：限制僅能為同工作地點員工代申請。  

• 代表費用申報申請: 允許代表任何員工提交費用申報。  

  • 僅限本部門：限制僅能為同部門員工代申報。  

  • 僅限本分部：限制僅能為同分部員工代申報。  

  • 僅限本地點：限制僅能為同工作地點員工代申報。  

• 代表加班補償申請 : 允許代表任何員工提交加班補償申請。  

  • 僅限本部門：限制僅能為同部門員工代申請。  

  • 僅限本分部：限制僅能為同分部員工代申請。  

  • 僅限本地點：限制僅能為同工作地點員工代申請。  

• 排班管理員 : 啟用且在員工自助平台設定中啟用了「排班由部門/分部/地點的排班管理員分配」時，該員工可執行排班分配。  

• 允許批量核准 : 為核准者啟用批量核准功能。  

• 禁止查看下屬薪資: 隱藏下屬資料中的薪資欄位。  

• 禁止以補休申請加班補償: 除非在員工自助平台設定中啟用了相關選項，否則禁用以補休方式申請加班補償。  

• 禁止以加班費申請加班補償: 除非員工自助平台設定中啟用了「允許以加班費申請加班補償」選項，否則禁用以加班費方式申請加班補償。]

Email Notification 電郵通知

• Suppress Email Notification for Approval: If turned on, email notifications requiring approval will not be sent.

• Suppress Email Notification for Application: If turned on, email notifications for submitted applications will not be sent.

• 抑制核准通知電郵：啟用後，將不會發送需要核准的通知電郵。  

• 抑制申請通知電郵：啟用後，將不會發送提交申請的通知電郵。

Other Settings 其他設定

• Show Leave Balance: If turned off, the Leave Balance will not be shown.

• Show Expense Balance: If turned off, the Expense Balance will not be shown.

• Show on Directory: If turned on, this employee will be shown on Directory in the Employee Portal.

• Show Mobile Phone on Directory: If turned off, this employee's Mobile Phone will not be shown in the Employee Portal's directory.

• Force Calendar Shows Birthday: If turned on, employees can see birthdays on the Event Calendar and Company Calendar, even if those options are turned off.

• Logout Return to Home Page: If turned on, logging out will return the employee to the Home Page rather than the Login Page. This is useful for approvers needing to log in to different companies.

• 顯示假期餘額：如關閉此選項，假期餘額將不會顯示。  

• 顯示費用餘額：如關閉此選項，費用餘額將不會顯示。  

• 在通訊錄中顯示：啟用後，該員工將會顯示在員工自助平台的通訊錄中。  

• 在通訊錄中顯示手機號碼：如關閉此選項，該員工的手機號碼不會在員工自助平台的通訊錄中顯示。  

• 強制日曆顯示生日：啟用後，即使活動日曆和公司日曆的顯示生日選項關閉，員工仍可看到生日資訊。  

• 登出後返回主頁：啟用後，員工登出時將返回主頁而非登入頁，方便核准者切換不同公司登入使用。]顯示假期餘額：如關閉此選項，假期餘額將不會顯示。  

• 顯示費用餘額：如關閉此選項，費用餘額將不會顯示。  

• 在通訊錄中顯示：啟用後，該員工將會顯示在員工自助平台的通訊錄中。  

• 在通訊錄中顯示手機號碼：如關閉此選項，該員工的手機號碼不會在員工自助平台的通訊錄中顯示。  

• 強制日曆顯示生日：啟用後，即使活動日曆和公司日曆的顯示生日選項關閉，員工仍可看到生日資訊。  

• 登出後返回主頁：啟用後，員工登出時將返回主頁而非登入頁，方便核准者切換不同公司登入使用。

Approvers 審批者

Approvers 1 to 5: These approvers have the authority to review and manage different facets of an employee's responsibilities. They can be designated for specific:

• Leave Types

• Expense Types

• Time Correction Types

Depending on the context, each approver may handle one or more of these categories.

審批者1至5：這些審批者有權審核和管理員工職責的不同方面。他們可被指派負責特定的

• 假別

• 費用類別

• 更正出入時間類別

根據情況，每位審批者可能管理其中一項或多項類別。

Approval Workflow 審批工作流程

Approval Workflow

• Default: The settings configured in Employee Portal Setup, Leave Type, Expense Type, or Time Correction Type will be applied. The following options will override this default setting.  

• Any Approver: Sends an email notification to all approvers. The application for Leave, Expense, Time Correction, or Overtime Compensation will be approved if at least one approver grants approval.  

• All Approvers: Sends an email notification to all approvers. The application requires approval from every designated approver before it is processed.  

• By Level: Sends the email notification to the first approver. Once approved, the email is forwarded to the second approver, continuing in sequence until final approval is granted.  

• Self-Approval: All kind of applications are automatically approved without requiring review or approval from an approver.  

審批工作流程 

• 預設：將套用於[員工自助平台設定]、[假別]、[費用類別]或[更正出入時間類別]中配置的設定。以下選項將覆蓋此預設設定。  

• 任何審批者：會向所有審批者發送通知電郵。假期、費用、更正出入時間或加班補償申請，若至少有一名審批者通過，即視為核准。  

• 所有審批者：會向所有審批者發送通知電郵。申請必須經所有指定審批者核准後，方可進行後續處理。  

• 分級審批：通知電郵會先發送給第一位審批者。核准後，電郵依序轉交給下一位審批者，直到最終審批完成。  

• 自動審批：所有申請自動被審批，無需審批者審核或批准。

CC List 副本清單

• Apply Email CC List (Applicant Email): When specified, this distribution list is added to the CC field of the email notification sent to the applicant upon application submission.

• Apply Email CC List (Approver Email): When specified, this distribution list is added to the CC field of the email notification sent to the approver upon application submission.

• Apply Update Personal Particulars CC List: When specified, this distribution list is included in the CC field of the email notification sent to the HR Email Address when an application is submitted.

• Approved Email CC List: When specified, this distribution list is added to the CC field of the email notification sent to the approver once the application is approved.

(You can use either a comma (,) or a semicolon (;)to separate the email addresses in the list.)

• 設定申請人電郵副本清單：指定後，該分發清單將被加入至發送給申請人提交申請時通知電郵的副本欄位。  

• 設定審批者電郵副本清單：指定後，該分發清單將被加入至發送給審批者提交申請時通知電郵的副本欄位。  

• 設定更新個人資料副本清單：指定後，該分發清單將被加入至發送給人力資源電郵地址申請提交通知電郵的副本欄位。  

• 設定審批後通知電郵副本清單：指定後，該分發清單將被加入至申請核准後發送給審批者的通知電郵副本欄位。  

(電郵地址清單中可使用逗號（,）或分號（;）分隔。)]設定申請人電郵副本清單：指定後，該分發清單將被添加至提交申請時發送給申請人的通知電郵副本欄。  

Delegation 委託

• Approval Role Delegated To: Specifies the individual who is authorized to act on behalf of the original approver during the delegation period. This person will receive and process approval tasks assigned to the original role. For details on how to use this feature, refer to Defining "Approval Delegation".

• Delegation Period: Specifies the duration for which the delegation is valid.

• 審批角色委託：指定在委派期間有權代表原核准者行事的個人。此人將接收並處理分配給原角色的核准任務。關於此功能的使用說明，請參閱[定義「核准委派」。  

• 委託期間：指定委派的有效時間範圍。

Appraisal 考核

Appraisal Feedbacker: Up to three Appraisal Feedbackers can be assigned to provide feedback on an appraisal. To enable this feature, activate Feedbacker Feedback in the Workflow panel of the Appraisal Template. Refer to Appraisal Feedbacker Feedback.

考核回饋者：最多可指派三名考核回饋者提供考核反饋。要啟用此功能，請在[考核範本]的工作流程面板中啟用回饋者回饋。詳情請參閱[考核回饋者回饋]。