Managing the Menu

On the Menu tab, you can create, change, and delete menu items for a template in Employee Portal (EP). This tab displays the menu items for both the Employee mode and Manager mode in Employee Portal.

Note:  When you add or change a menu or menu item, the system updates all clients associated with the template.

Changing a Menu Item

• To rename a menu item, select it and enter the new name in Title.
• To move a menu item, place your cursor on the item you want and click and .
• To delete a menu item, select it and click .

Creating a New Menu Item

To create a new menu item:

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 Menu tab.
5. To enter a top-level menu item, click . Or, to enter a sub-menu item, highlight an existing menu item and click . The new item displays in the menu.

6. Complete the following:
Field Action

Title

Enter a name for the menu item.

Hover Text

Enter mouseover text you want to display.

Navigation Actions

Enable the Component option to select a component from the list for the menu item to point. For a list of available manager components, see Manager Menu Components following this procedure. Enable the External URL option to enter a URL for the menu item to point. Then, select one of the following:

• Launch in new tab - Launch the content in a new browser tab. This is the default.
• Launch in Employee Portal - Embed the content in EP. This option enables employees to access third-party content without leaving the EP site.
• Launch in place of Employee Portal - The content replaces the EP site.

Icon

Select an icon you want to display for the menu item.

Note: This is for top‑level menu items only.

Targeted Segment

Select a segment to limit which employees see the menu in EP.

For example, you can create a segment specific to one company, then target the menu at the segment so only that company and their employees see the menu in EP. To create segments, use the Segments form. For more information, see See Creating Segments.

To view read‑only information about the selected segment, click View Segment.

Menu Visibility

Select which type of users can see the menu in Employee Portal. Options include Employee, Manager, or Employee and Manager.

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.

7. Click Save.

Manager Menu Components

The following are menu components for managers only:

Component

Description

Manage Documents*

Manage employee documents with the Manage Documents page. For more information, see Managing Documents.

My Approvals

Manage employee time off requests with the My Approvals page.

My Employees*

Manage employee detail information with the My Employees page.

PTO Team Calendar*

View employee approved and pending paid time off before approving additional time off with the PTO Team Calendar page.

Report Center

Access Report Center without logging into PrismHR with the Report Center menu.

Note:  In PrismHR on the User Roles form, managers must have access to the Report Center process ID, HRPY.WORK*INFRC, to access Report Center. If they do not have access, the Report Center menu does not show in EP.

*The employees shown depend on manager data security settings in PrismHR.

To view manager data security settings:

1. Click (Back Office).
2. From System|Change, select Users. The Users form opens.
3. In User ID, enter the manager's unique user ID.
4. Click (Action Menu) and select Data Security. The Data Security form opens.

Creating a Single Sign-On Menu Item

As a service provider, you can customize the employee experience by adding single sign-on (SSO) menu items. SSO menu items let employees navigate seamlessly to an external website, without having to re-enter their user name and password.

You can create an SSO menu for a marketplace partner or any third-party vendor. For more information on implementing SSO services, please see the Single Sign-On User Guide, available in the Customer Resource Center.

To add a single sign-on menu item:

1. Click for a top-level SSO item. Note that top-level menu items display at the bottom of the menu. Click for a sub-menu SSO item.
2. Complete the following:
Field Action

Title

Enter a name for the menu item.

Hover Text

Enter mouseover text you want to display.

Navigation Actions

Select Component.
3. From the Component list, select Legacy Single Sign-On or Single Sign-On.

Select...

If you want to add...

Legacy Single Sign-On
• PrismHR Onboarding (OnHRP)
• PrismHR Time and Labor
• TimeAmerica

Single Sign-On
• PrismHR Benefits Enrollment
• TimeCo
• Nettime Solutions
• FinFit
• Any custom SSO implementation
4. From SSO Service, select the marketplace provider that you want. The options include the marketplace providers that you set up on the SSO Services form, available in PrismHR on the System Parameters form in the Action bar .

Note:  You can create an SSO menu for a marketplace partner or any third-party vendor. For more information on implementing SSO services, please see the Single Sign-On User Guide, available in the Customer Resource Center.

5. Select one of the following options:
• Launch in new tab - Launch the content in a new browser tab. This is the default.
• Launch in Employee Portal - Embed the content in EP. This option enables employees to access third-party content without leaving the EP site.
• Launch in place of Employee Portal - The content replaces the EP site.
6. In the Icon panel (for top-level items only), select the icon you want to associate with the SSO item.
7. Click Save.