Enabling Employee Access to Self Service

Thesaurus Connect 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 Connect'.

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


  

5) Click 'Update' on completion.

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

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 Connect' 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 Connect:





5) Click 'Update' on completion.

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