Invite employees to the employee portal

The employee portal is where employees see their payslips, file leave and clock in, on the web or in the mobile app. You give an employee access by inviting them to self-service from their profile.

Who can do this: Owner, Admin, HR

Invite an employee to self-service

1. Make sure the employee has a work email. To add one, open their profile → Personal → Edit details.
2. Open the employee’s profile and click Invite to self-service (next to the status badge).
3. The employee gets an email with a link that is valid for 7 days. They choose a password of at least 12 characters and join.
4. The profile shows Invited, not yet accepted until they join, then Self-service active.

You can also click Invite to self-service right after adding a new employee.

If the employee’s email already has a Panatag login, they don’t create a new one. They tap the invite link and sign in with their existing password instead. If that login was never verified, they must first open the verification email Panatag sent when the login was created, then sign in.

Resend a self-service invite

To send the invite again, open the employee’s profile and click Resend invite. The old invite link stops working when you resend.

The invite email sends in the background. While it’s on its way, the profile shows Sending email… next to Invited, not yet accepted. If the email didn’t go out, the profile shows a warning, Email didn’t go out. The invite still exists, but the employee wasn’t emailed, so click Resend invite to try again.

If the employee’s email already has a login in your company, the employee is linked immediately and no invite email is sent.

Inviting employees vs adding dashboard users

Inviting an employee to the employee portal is different from adding a dashboard user such as another admin, HR or accountant. There is no screen for adding dashboard users or changing roles yet. To add one, email support@panatag.app with their name, email and role.