How to Add/Modify K212 Portal Groups

This screen is used to initiate a background process (see Background Processing section later in this document) that will create new security groups in the K212 Portal and update the membership of the new (and existing) groups to reflect the current active employee records. K212 Portal Groups can be used by the K212 Portal administrator to assign access rights to the various K212 Portal Modules (e.g. Web T4, EASy, etc.).

An employee will be included in a K212 Portal group if that employee has an active position or leave record that matches the parameters specified in this screen on the date that this process is executed. The Number Of Inclusive Days field (on screen element 2) allows for employees to remain in a K212 Portal group for a number of days after the end date on their position or leave record.

Use the following steps to Add/Modify K212 Portal Groups:

          1. Click on Board Control

          2. Click on K212 Portal

          3. Click on Create Portal Groups

          4. Click the Find button at top of the menu bar to see all records in the database.

          5. If K212 HRP dialog box displays, click Yes to continue.

          6. Select a current Portal Group Name to modify or Select New at the top of the menu screen to add a new record

          7. Enter a unique Portal Group Name value

          8. Enter a unique Description value

          9. Enter a Number of Inclusive Days value

          10. Right-click the grey grid below the Employee ID column in the Positions tab and Select New Record

          11. Enter in any other relevant information within the grid (All Fields are Mandatory) (Consult the user guides for more information about each field)

          12. Right-click the grey grid below the Employee ID column in the Leaves tab and Select New Record (If applicable)

          13. Enter in any other relevant information within the grid (All Fields are Mandatory) (Consult the user guides for more information about each field)

          14. Select a Show New Groups only in Reports? value (i.e No)

          15. Click the Save button to save your changes