Managing General Settings

The General tab controls which features are available in a template.

Note:  When you add or change an option on this tab, the system updates all clients associated with the template.

Field

Description
Template Name The template name.
Template Type

Template types control the template configuration in Employee Portal (EP) for active and terminated employees.

• Standard - Template applied to clients for active employees.
• Terminated - Template applied to clients for terminated employees. You cannot change templates from Terminated to Standard.

Note:  The Terminated Employee Experience panel does not show for Terminated templates.

To maintain the template configuration:

1. Click the WORK CENTERS menu.
2. From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.
3. Click Configuration Templates. The Configuration Templates form opens.
4. Click the General tab.
5. Enable the following options.

In the Display Settings panel:

Enable To

Employer Benefits Contribution

Allow employees to view benefits contributions made by the client.

Employer Retirement Match

Allow employees to view the company match for their retirement savings plan account.

Future Checks

Allow employees to view upcoming checks.

Hide Gender

Hide Gender on the Personal Info and Employee Details pages in Employee Portal. If this option is enabled, the Gender field on the Employee Information form in Onboarding does not display.

Note:  If the Gender field is designated as a required field on the Onboarding Options form, the Hide Gender option should be disabled. Hiding the Gender field when the Gender field is a required field prevents employees from completing Onboarding.

Hide Gender Designation

Hide Gender Designation on the Personal Info and Employee Details pages in Employee Portal. If this option is enabled, the Gender Designation field on the Employee Information form in Onboarding does not display. In addition, if this option is disabled but Hide Gender is enabled, the Gender Designation field on the Employee Information form in Onboarding is labeled Gender instead.

Custom Privacy Policy

Enable a custom privacy policy, which can be customized by selecting View.

Hide Pronoun

Hide Pronoun on the Personal Info and Employee Details pages. If Hide Pronoun is enabled, the Pronoun field on the Employee Information form in the onboarding workflow does not display.

Hide Tobacco User

Hide Tobacco User on the Personal Info and Employee Details pages.

Hide Disabled

Hide Disabled on the Personal Info and Employee Details pages.

Hide Blind

Hide Blind on the Personal Info and Employee Details pages.

PTO Read Only

Change the PTO page to read-only view. Do not allow employees to create, edit, or cancel PTO requests. When this option is disabled, you are unable to use the Estimate PTO feature.

Hide PTO Estimator

Hide the PTO Estimator feature in Employee Portal.

Direct Deposit Read Only

Change the Direct Deposit page to read-only view. Do not allow employees to create, edit, or cancel DD/ACH accounts.

Resident Address Read Only

Change the Address page to read-only view. Do not allow employees to edit their address.

Tax Withholding Read Only

Change the Tax Withholding page to read-only view. Do not allow employees to edit tax withholding amounts.

Ethnicity Read Only

Set Ethnicity on the Personal Info as read only.

Show Mobile App Information

Display the Mobile App tab in Employee Portal.

In the Enable Settings panel:

Enable To

Spanish Language

Display labels in Spanish in EP.

Support Center for Managers

Display the Support Center icon () on the managers' dashboard, enabling them to submit help cases to ClientSpace.

Support Center for Employees

Display the Support Center icon () on the employees' dashboard, enabling them to submit help cases to ClientSpace.

Tax Form Processing

Enable advanced tax form processing for updating employee tax information automatically. This feature is disabled by default.

Note: You must confirm that Document Management is enabled before enabling the Tax Form Processing feature. With Document Management enabled, updated employee information generates PDFs and stores them in the Federal, State, Local, and General Tax Form document categories, respectively. For more information, see Working with Reserved Document Categories in Managing Document Categories .

When Tax Form Processing is enabled, the Tax Withholding page in EP displays Multiple Jobs, Claim Dependents Credit, Other Income, and Deductions if data exists for them in PrismHR. For more information on these fields in PrismHR, see the Human Resources User Guide on the Customer Resource Center.

These values are state‑specific. For example, if an employee has state tax filing values for both Massachusetts (MA) and Michigan (MI), but the dependents are associated with MA only, dependents display only for MA.

Manager Request/Cancel Employee PTO

Allow managers to request or cancel PTO requests for their assigned employees.

Employees Ability to Cancel PTO

Allow employees to cancel their own PTO requests.

In the Application Behavior panel:

Enable To

Disable Onboarding Redirect

Stop redirecting new hires to OnHRP/Onboarding, even if the Onboarding in Progess option is enabled on the Employee Details form in PrismHR.

Redirect After Logout

Redirect users logging out of EP to the specified URL instead of EP login page. When enabled, use the URL field to enter a valid URL.

Require Email During Registration

Require a new user to enter a personal email address.

In the Terminated Employee Experience panel, you can limit access for terminated employees.

Select To

Deny access

Deny terminated employees access to EP.

Use current template

Use the current applied Standard template for both terminated and active employees in EP.

Select a terminated template

Select from a list of configured Terminated templates.

To apply the changes to specific clients, click Apply to Client(s). In the Client Search, select the clients to use the template and click Apply.

6. Click Save.