Give employees access to the employee portal

An employee record and a portal login are separate. The employee record holds HR data; the portal login lets the employee sign in to My Workspace to view payslips, apply for leave, check attendance and submit mileage. Logins are managed by Mocha’s central sign-in (Identity Center), which sends the invitation email.

1. Not Invited

   Employee record exists; no invitation sent.

2. Invited

   Invitation sent; waiting for the employee to accept.

3. Active

   The employee can sign in.

4. Revoked

   Sign-in blocked by an admin.

Sync Pending means the employee is linked to a login that Identity Center didn’t return for your organisation. Use Re-sync to fix it.

1. 1

   In Employee Management, click Invite on an employee whose portal status is Not Invited. The edit panel opens with Grant Portal Access already ticked.

2. 2

   Click Save Employee.

3. 3

   The employee receives an invitation email and their status changes to Invited, then Active once they accept.

You can also tick Grant Portal Access while adding a new employee. Invited employees get the standard Employee role.

If an employee can’t find the email, click Resend Invitation on their row. It appears only while the status is Invited.

1. 1

   Edit the employee.

2. 2

   Untick Grant Portal Access to block sign-in, or tick it to restore access.

3. 3

   Click Save Employee. No new invitation email is sent either way.

People who already have a portal login but no employee record show Complete Profile. Click it, fill in their details and save — the profile is linked to their existing login and no new invitation is sent.