Functions > HR Portal personalization 

Only the portal administrators can access the HR portal administration function.

You access this function from the navigation panel. In this function, you can perform the following actions:

  • You can modify the default behavior of the HR portal, by configuring the functionalities accessed by the users based on their authorizations defined in Sage X3 HR & Payroll.
  • You can add external business flows (links to Sage X3 HR & Payroll, Sage X3, third-party applications, Web sites, etc.)

Tutorial

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Configuration

HRM Portal allows you to quickly configure certain operations.

Workflow return URL

Documentation URL

  • URL pointing to the portal documentation root.
  • A short list of options is suggested by the program.
  • This field cannot be entered. It is automatically assigned by the program.

Administrator email

Email address of the site administrator or webmaster to which requests are sent for account creation created from the Login page.

MOISPAIE as reference date

  • If this check box is selected, the calendars and the employee balances are initialized to the current pay month in Sage X3 HR & Payroll for the logged-in user. If the logged-in user has not been granted access to the payroll months, the current pay month will be the month for the user specified as HR manager.
  • If this check box is not selected, the calendars and the employee balances are initialized to the current pay month.

External links

Case of the external links

HRM Portal allows you to add links to other applications, including the Sage X3 and Sage X3 HR & Payroll applications

These links enable the user to directly open an X3 function in Web mode without having to authenticate themselves. The connexion takes place using the Sage X3 user code and password used to log into the portal.

To be able to log into another application than the Sage X3 HR & Payroll application (for example the X3 application), the user must have been previously created in this folder with the same login/password.

How to retrieve the connection URL to the X3 server

From patch 17 (Sage X3) and patch 13 (Sage X3 HR & Payroll)
    • Log into the application with the Web client.
    • Copy the link by right-clicking on the chosen menu item and select the Copy of the workflow link.
Before patch 17 (Sage X3) and patch 13 (Sage X3 HR & Payroll)

    Order : order of presentation of the links in the navigation panel
    Title : title displayed in the panel
    Profile : 'Safe X3 WAS' profile of the user who will have access to the link
    URL : URL of the link

    External links are displayed in the menus and favorites bar in the upper part of the window, and in the navigation panel.

    SEEWARNING Make sure that the browser of the end user is able to resolve the URL domain name.

    SEEINFO The pages of external links are displayed in a new window or in a browser tab depending on the user settings.

    Principles of links to Sage X3
    • View the Internet Explorer settings and prerequisites that are specific to the Sage X3 Web client.
    • Check that the entered URL operates correctly in Internet Explorer and displays the login window.

    Case of the Intranet links

    SEEINFO You cannot enter Intranet links to Sage X3.

    Order : order of presentation in the navigation panel of the dedicated page.
    Title: title displayed in the navigation panel of the dedicated page.
    Profile 'Safe X3 WAS' profile of the user
    URL ::: make sure that the browser of the end user is able to resolve the URL domain name.

    The Intranet link is displayed in the lower part of the navigation panel.

    SEEWARNINGFor some sites and some browsers, access to the Intranet link is not possible because they have been published in a protected dedicated page..

    SEEINFO The pages of the Intranet links are always displayed in the current portal page.

    Add a link

    1. Double-click in the Title field and specify a name for the link. This title will be displayed in the menu bar and in the navigation panel. For example: Sage

    2. Specify the URL of the link in the URL field. For example: http://sage.com.

    3. In the Profile field,Specify those users who will be granted access to the set up link.

    4. To save the line, click the Validatebutton.

    5. To view the saved link and access this link, refresh your screen (ESC+5).

    Delete a link

    1. To delete a link, click on the line corresponding to the link you want to delete.

    2. Click the Delete linebutton.

    Personalization

    Use the Personalization function to set up the various HRM Portal functions and sub-functions.

    The text field contains data with the JSON’ format. This data will be checked and saved on the X3 server after validation. Only the part after the ":" must be modified.
    {
    "CAL": {
    "ACCESS": "ALL",
    "AVAIL": true,
    "BOOKMARK": false,
    "OPTIONS": {
    "CNG": true,
    "CNGANN": true,
    "LEGEND": {
    "MAXEVTNAT": 15,
    "WIDTH": 220
    },
    "NOCONTRAT": true
    }
    },

    SEEINFO To display the description of a parameter and its possible values above the field text, double-click on the parameter name.

    Home page

    The portal home page displays several gadgets. Each gadget is a link to a Sage X3 HR & Payroll function. You can set up the gadgets that you wish to display on the home page.

    1. In the Personalization function, set the "AVAIL” criteria to true for the required functions. These functions will then be available in the Available pages list.

    For example:

    "EVA": {
    "ACCESS": "ALL",
    "AVAIL": true,
    "BOOKMARK": false,
    "OPTIONS": {
    "EVAEMP": true,
    "PAGIN": [
    5,
    10,
    15,
    20,
    25,
    50,
    100
    ]
    }
    }

    2. In the Available pages list, select the pages (bookmarks) that you wish to add to the Selected pages list.

    3. Click Add>> to add these pages to the Selected pages lists.

    4. In the Selected pages list, select those pages that you want to display on the portal home page. The order of the pages in this list determines the display order of the pages in the portal home page. To modify this order, use the up or down arrows.

    SEEINFO If you remove all the pages from the Selected pages list, the list will be defaulted to eight pages.

    Available buttons

    Click Delete line to delete a previously saved link.

    Click Default parameters to restore the portal functionalities and authorizations delivered as standard.

    Click Cancel to cancel the entry of a link or the modification of html code.

    Click Validate to perform the following actions:

    • In the External links function, click Validate to save the link and enable the display of the title in the navigation panel.
    • In the Personalization function, modify the html code and click Validate to enable access to some functions and be able to modify their behavior.