Polls, policies and helpdesk contacts

Polls

Open eHR Portal Management → HR Tasks → Manage Polls. Only one poll is live at a time; it appears in Today's Poll on everyone's dashboard.

1. Create the poll

   Enter the Poll Question and two or three answer Options (the third is optional), then select Create Poll.

2. Make it live

   In Published Polls, select Make Live on the poll you want employees to see.

3. See the results

   Select the poll to see Poll Results — how many people chose each option.

Policies and procedures

Open Manage Policies to publish documents such as a leave policy or code of conduct.

1. Add the policy

   Select Add New Policy. Enter the Policy Name (for example Work From Home Policy), choose a Category, and use Attach Document to upload the file.

2. Make it visible

   Tick Published — Make this policy visible to all employees.

3. Publish

   Select Publish Policy.

In Published Policies, use the Download, Edit and Delete icons on each policy. Saving an edit uses Update Policy.

Helpdesk contacts

Open Manage Helpdesk Contacts to choose who appears on the dashboard's Helpdesk card.

1. Find the employee

   Under Add New Contact, search by employee name or code.

2. Give them a category

   Enter what they help with — for example HR, IT, Finance or Payroll.

3. Add

   Select Add Contact. They appear under Helpdesk Contacts and on the dashboard.

Use Edit Category to change what a contact covers, and Delete Contact to remove them.