Manager Portal
Overview
The Inzenius Manager Portal has been designed as an easy access to Rostering and certain Rostering Reports, without the need to connect to the core application. The Inzenius Manager Portal can be accessed from the internet anywhere.
Use of the Inzenius Manager Portal is ideal for clients who do not wish to give their Rostering Users access to the core application, or, would like for them to be able to Roster on-the-go in a conveniently accessible manner.
The Inzenius Manager Portal can be accessed through your computer/laptop, tablet and/or phone through Google Chrome, Microsoft Edge, and/or Mozilla Firefox.
Note: While the Manager Portal may be accessed through different browsers, the aforementioned are the recommended Web Browsers to ensure full functionality within the Portal.
Logging In
To begin, open your preferred Internet Browser and type in the address provided to by your manager, Payroll or HR. Enter your Username and Password in the appropriate fields, and follow the prompts to verify your identity.
Manager Portal – User Credentials
Click the reCAPTCHA checkbox and follow the prompts to complete verification. Once confirmed you will then be able to login into the Manager Portal.
Manager Portal – reCAPTCHA successful
If you are unsure of any details, please contact your system administrator for assistance.
For security integrity, you will have 5 login attempts before your account is locked out. If you enter your password incorrectly on your 5th attempt, you will be unable to log in for 15 minutes.
Alert: The Web Kiosk/Employee Portal and Manager Portal are linked. If your Manager Portal User is locked out, you will be unable to log into the Web Kiosk/Employee Portal with this username for the allotted 15 minutes.
The database details and credentials (Connection Name and Connection URL) will be saved after first login, so that when re-opening the Manager Portal, it will automatically connect. You will only be required to enter your username and password if you have logged out of the page.
The Navigation Menu
Once logged into the Manager Portal, Users will be directed to the ‘Rostering’ screen. To navigate to other Manager Portal pages, use the top right-hand side navigation menu.
Navigation Menu
Note: Not all functions will be available to every client. Please contact your system Administrator and/or Inzenius Support to discuss enabling additional functions.
Dashboard
When logged into the Manager Portal, you will first see the Dashboard. It contains Widgets for Unaccepted Rosters, Unauthorised Rosters, Upcoming Leave and Unapproved Leave.
- Unaccepted Rosters: This widget will show all the Rosters which are in Pre-Published state and have not accepted by the Employees for a given period.
- Unauthorised Rosters: All unapproved Planned and Timekeeping Engagements will appear on this widget to provide an overview to the User, showing which Rosters are not Authorised in a given period
- Upcoming Leave: All Authorised Leave will appear in the Widget to provide a summarized report to a Manager / User.
- Unapproved Leave: The purpose of this Widget is to highlight any Unapproved Leave Rosters. User can be redirected to the Actual Roster from the Widget to Approve it.
Navigating the Widgets
Select Dates – Allows the User to Select the Start and End Dates for the Period they wish to view in the Widget.
View Rosters – Opens the Roster Screen with the selected Rosters
Expand – Expands the Week / Employee into more Detail
Collapse – Collapses the Detail back into Week / Employee
Rostering in the Manager Portal
Rostering in the Manager Portal now has its own section –>
Entities
Similar to the Inzenius Core application, Users of the Manager Portal will be able to View, Add, Edit and Delete Location and Cost Centre Entities from the Entities Page. In the Manager Portal, Users will be able to enter the GPS location for Locations and Cost Centres, by either entering the GPS Coordinates or clicking on the Map displayed to Pin it.
The Entities Page
An Entity Tree will be available for Locations, Cost Centres, Events and Positions. Once a Location, Cost Centre, Event or Position is selected from the Entity Tree it will show that selection’s details.
The Entity Tree
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Indicates Total Employees in Select Location / Cost Centres |
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Add New Entity |
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Delete Existing Entity |
Locations
Locations are utilised to depict the specific department where Employees can be Rostered to (where the employee will be working), and also as a way to further granulise Costings and Reports. A Manager can also be assigned for the specific Location.
The Location Details Window
Alert: The State/Territory selected can affect Payroll processing and some Reporting, therefore should be assigned correctly.
Cost Centres
Cost Centres are utilised as an efficient way to Group and Summarise in Costings and Reporting. A Manager can also be assigned for the specific Cost Centre.
The Cost Centre Details Window
Events
Events can be setup as an efficient way to Roster employees and trap costs to specific Events held.
The Event Details Window
Positions
Positions can be setup as a useful way for managers to inform their employees of the Position they will be undertaking during a shift.
The Position Details Window
Resources
Similar to the Inzenius Core application, Users of the Manager Portal will be able to View, Add, Edit and Delete Assets, Tasks, Qualifications, Financial Institutions, Retirement Funds, List Items, Countries and States from the ResourcesPage.
The Resources Menu
Assets
Assets can be setup to keep record of assets that have been given to employees. Assets are assigned in the Employee Files for their long term use (eg Laptop) or in the Rosters (eg CB Radio) for use during that Roster. It assists Users when terminating an employee, so they are aware of what the employee is required to return to the company.
Asset Details
Tasks
Tasks can be setup as a way to further inform an employee the specific jobs they will be undertaking on their shift, as this could differ for each person working the same Position.
Task Details
Qualifications
Qualifications can be setup to keep record of the certification’s employees have obtained. They are also utilised as a convenient way to filter within the Roster screen when creating a new shift that a certain qualification is required for.
Qualification Details
Financial Institutions
Financial Institutions are pre-configured within the system during client implementations. However, new employees can begin with the company and be with a Financial Institution not configured. When this occurs, clients are required to add the Institution in before inputting data in the ‘Banking’ (Bank Account) tab of the Employee File.
Financial Institution Details
Retirement Funds
Retirement Funds are pre-configured within the system during client implementations. However, new employees can begin with the company and be with a Retirement Fund not configured. When this occurs, clients are required to add the Retirement Fund in before inputting data in the ‘Banking’ (Retirement Fund) tab of the Employee File.
Retirement Fund Details
List Items
List Items are pre-configured within the system during client implementations. Most of the List Items are set up to the ATO’s STP specifications – Users should not to alter these. The “Manager” group is for use in the Cost Centre and Location Entities. Managers set up here will be available in the Entities screens to be assigned. The “Roster Notes” group is for use in the Rostering Screen and businesses may like to Pre-configure their commonly used Roster Notes to allow them to be selected via the drop down box in the Rosters.
List Item Details
List Item Groups
Countries
Countries are pre-configured within the system during client implementations, and are set up to the ATO’s STP specifications. Users should not need to alter these.
Countries Details
States
States are pre-configured within the system during client implementations, and are set up to the ATO’s STP specifications. Users should not need to alter these.
States Details
User Options
The User Options drop-down menu is where Users are able to change their own password, and/or Logout of the Manager Portal.
User Options Menu
Admin Dashboard
The Admin Dashboard allows authorised Users to configure administrative settings related to the Manager Portal, including:
- Uploading and managing the Company Logo
- Saving dashboard widget positioning and layout preferences
Tip: Access to this feature is managed via security roles configured in the Core App.
Company Logo
The Company Logo section allows authorised Users to upload or change the logo displayed within the Manager Portal.
Admin Dashboard; Company Logo
The following image file formats are supported:
- .jpg
- .jpeg
- .png
The maximum supported file size is 1MB.
Company Logo; ‘Choose File’ button
A preview logo image will be shown.
Company Logo; Preview
Once successfully saved, the uploaded image will display as the Manager Portal company logo.
If an unsupported file type is selected, the system will display an error message.
Company Logo; Invalid File Type Message
Configure Settings
The Configure Settings section allows Users to save their personalised dashboard widget arrangement.
Admin Dashboard; Configure Settings
Save Dashboard Widgets State
When the Save Dashboard Widgets State option is enabled:
- Dashboard widget positions will be saved automatically
- Widget arrangements are user-specific
- Dashboard layouts are not shared across Users
This functionality allows Users to maintain their preferred dashboard layout between sessions.
Tip: Dashboard widgets will only display if the User has permission to access them. If a User does not have permission to view a specific widget, that widget will not appear on the dashboard. Widget permissions are managed via the Core App under the Roles configuration area.
Change Password
When changing your password, you must complete all fields to successfully save your changes. Further, your new password must meet the following criteria to ensure that it complies with security protocols:
- Be at least 12 characters in length
- Contain at least 1 uppercase letter
- Contain at least 1 lowercase letter
- Contain at least 1 number
Change Password Screen
Logout
Selecting the ‘Logout’ option will immediately end your session and log you out of the Manager Portal, and redirect you back to the ‘Login’ page of the Manager Portal.