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Employee Self-Service

Goal

Let linked employees view their profile, request leave (and remote work where enabled), see balances/payslips/holidays, and let managers approve team requests.

Who it is for

Employees with ess.view; managers with ess.manage; admins with ess.admin.

Preconditions

  • Module employee_self_service enabled.
  • Current user is linked to an employee record (user_id on the employee) — otherwise profile/request surfaces stay empty or error.
  • Leave / remote / payroll modules enabled for the features you expose.

Steps

  1. Open HR & Time → Employee Self-Service.
  2. My profile — review own employee identity fields.
  3. Submit a leave request (leave type, start/end, hours, notes) → pending for approval.
  4. View leave balances, payslips (download when payroll generated), and holiday information as shown.
  5. Managers open team leave (and remote work) approval queues with ess.manage.
  6. Admins configure ESS policies and request types under Employee Self-Service setup.

Result

Employees self-serve routine requests; managers clear pending items that also roll into the HR workspace KPIs.

Hard stops

  • No linked employee → cannot act as self.
  • Approval permissions still enforced server-side (leave.approve / remote_work.approve / ess.manage as applicable).

BlueMatrix Help — product documentation for tenants