Modules
My Portal
Everyone: your paystubs, documents, contact details, business card, certifications, pay history and reviews.
Documents & Access
Admins: upload paystubs and documents, and choose what each person sees in their portal.
New Hires
Admins: send a new hire their onboarding link, review their signed W-4, IT-2104, I-9 and pay notice, approve them and finish the I-9.
Employees
Admins: hire dates, managers, pay and promotion history, and the team section on the company website.
Team & Business Cards
The company roster: names, titles, contact info and photos. Powers the digital business cards automatically.
Logins & Passwords
Admins: send someone a reset email or set a temporary password when they're locked out.
Certifications
Admins: who holds which certification, what each job needs, what runs out soon, and certificates waiting for review.
Training
Training tracks and SOP modules.
Reviews
Admins: 90-day and yearly reviews, who's behind, and the review form. Everyone fills in theirs in My Portal.
Leaving
Admins: record someone leaving and why, work through the checklist, switch off their login, and send the exit interview.