How can admin customize greytHR’s Alumni Portal access details?

As an admin, you have the absolute freedom to customize the Alumni Portal according to your preferences like granting ESS (Alumni) portal access on an individual basis, enabling/disabling the access, configuring the access duration, and retaining control over how long ex-employees can utilize the portal.

You can customize the alumni portal preferences while updating the exit/resignation details of an employee on the Separation and Off-boarding pages. 

You can apply the alumni portal customizations to already resigned employees as well as the employees nearing their resignation. A communication will be sent to your employee on their last working day informing them about their extended ESS portal access.

You can customize the Alumni Portal settings from:

1. Separation page

2. Off-boarding page

To customize alumni portal access details on the separation page, you can perform the following actions:

1. From the greytHR Admin portal, navigate to Employee > Information > Separation. The Separation page opens.

2. From the Employee Type dropdown list, select Current Employees if you want to customize the alumni portal access for an active employee.
   Note: You can also select Resigned Employees if you want to customize the alumni portal access for an already resigned employee.

3. From the Search Employee search box, enter the employee number or name for whom you want to add the information.

4. Under the Resignation Status section, from the Separation Mode dropdown list, select Resigned. A list of sections appears.

5. On the Resignation Details section, click the Edit icon.

6. Select the Employee Alumni Portal after LWD checkbox to enable the access of Employee Alumni Portal services to the selected employee.

7. From the Access Duration spin box, select the required months if you want to change the default value for the selected employee.

8. In the Alternate Email ID textbox, enter an alternative email address for the selected employee.

9. In the Alternate Mobile Number textbox, enter an alternative mobile number.

10. Click Save to update the customized alumni portal details of the selected employee.

Note: To delete or remove the updated separation details, click the Edit icon on the Resignation Details section. You can remove the inaccurate details and click Save.

To customize alumni portal access details on the off-boarding page, you can perform the following actions:

1. From the greytHR Admin portal, navigate to Employee > Admin > Off-boarding. The  Off-boarding page opens.

2. Click the Monitor tab. The Post Clearance column displays all the approved resignation applications for which the exit checklist initiates.

3. Select the employee's card for whom you want to initiate post clearance and click View Details. The card opens.

4. Click View all info. A form opens and displays all the exit details.

5. Under the Workflow Details section, you can view the status of the Employee Alumni Portal after LWD and Access Duration. 

6. You can click the Edit icon if you want to change the default value for the selected employee.

7. Click Save to update the details.

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Related Links:

Video- To watch videos on the Admin portal, click here.

FAQs- To read more FAQs about the greytHR Alumni Portal, click here.

Documentation- To read more about the greytHR Alumni Portal page, click here.

Product Update- To read about the product update, click here.