Configuring the unified employee self-service experience in OS Portal

As an administrator, you can configure the application display for the unified employee self-service experience in OS Portal. You can change the application name, add roles or users, and verify the workspaces that are displayed in the employee hub.

See Unified Employee Self-Service Experience within OS Portal setup.

Configuring Employee Hub as a security administrator

As a security administrator, you can configure access to the Employee Hub with UI Access Control in HR Talent. These policies determine which users can access the Employee Self-Service web application and its menus, pages, and workspaces.
  1. In HR Talent, select Security Administration.
  2. Select UI Access Control > Application & Navigation.
  3. In the Web Application field, specify EmployeeSelfService.
  4. Click Search to view roles that access to the employee web application.
    When the Unified Employee Self-Service Experience in OS Portal feature toggle is enabled, security roles that have access to the EmployeeSelfService web application can access the Employee Hub.
  5. Select a role, then click Configure.
  6. Select a component to view the menu items that the role can access.
    The Employee Hub uses the same menu as the Employee Consolidated web application. You can configure which menu items are available. The configuration shows only the HR Talent menu items. If applicable, WFM menu items are visible but disabled, because they are managed in the WFM application.

Managing workspaces

As a security administrator, you can define the workspaces displayed in the Dashboard of Employee Hub in the Application Dashboard tab. Default workspaces are activated when you enable the Unified Employee Self-Service Experience in OS Portal feature toggle.
Note: Workspace permissions are not configured in HR Talent. You can define access in OS Portal.

See Infor HR Talent User and Administration Library (Cloud and On-premises) and select Standard Industry Content > Workspaces and Widgets > Overview > Editing permissions and access to workspaces.

  1. In HR Talent, select Security Administration.
  2. Select UI Access Control.
  3. Click the Application Dashboards tab.
  4. In the Web Application field, specify EmployeeSelfService.

    You can add more workspaces and define their order using priority.

  5. To define the order of the available workspace, select a workspace and click Move To Bottom or Move To Top.
    The system evaluates access in sequence, starting with priority 1. If users do not have access, the next workspace is evaluated.

Configuring Employee Hub in OS Portal

As an administrator, you can configure the Employee Hub application in the OS Portal. The Applications page in OS Portal lets you create, view, and update applications.

See Infor OS User and Administration Library and select User > OS Portal > Accessing Infor OS Portal.

See Infor OS User and Administration Library and select Administrator > OS Portal > Applications.

You can configure these settings for the Employee Hub application in the OS Portal:

  • Application details: Customize the icon and change the application name.
  • Permissions: View the roles that have access to the Employee Hub application. You can add roles or users to grant access.

    See Infor OS User and Administration Library and select Administrator > OS Portal > Applications > Adding users and security roles.

    Note: The Employee Hub portal application uses the Employee Self-Service web application within HR Talent. Access to this web application is controlled through UI Access Control policies. Security roles with access to the EmployeeSelfService web application can access the Employee Hub portal application after it is enabled.
  • Workspaces: View the default workspaces for employees.

    The workspace that you set as the default is accessible to employees in the Dashboard menu of the Employee Hub.

    This list shows the possible workspaces that you can add in the Employee Hub:

    • Employee (Frontline): Workspace that has WFM and HR Talent widgets. WFM-Employee role has access to this workspace.
    • Employee: Workspace that has HR Talent widgets only.

    The workspace that is displayed in the Employee Hub depends on the role of the user who accesses the hub. You can add and customize workspaces based on your needs.

    See Infor HR Talent User and Administration Library and select Standard Industry Content > Workspaces and Widgets.