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How to View an Employee Portal Demo Account

In this article:

Background

If you’re exploring our payroll software through the self-guided demo—or if you’ve already decided on Patriot but want to see what your employees experience—you can create a self-guided demo account and log in as a sample employee to explore the employee portal firsthand.

How to See the Employee Portal Demo

  1. Sign up for a free self-guided demo
  2. Go to Payroll > Employees > Employee List in the left menu.
  3. Click on any employee’s name.
  4. Go to the “Employee Portal” tab.
  5. Click “Login to sample employee” to access the portal as that employee.
  6. The sample portal will open in a new tab.

You’ll be automatically logged in and directed to the employee portal, where you can view how employees can:

  • View pay stubs
  • View/Update personal details
  • Access W-2 forms
  • View Employee Documents (with Patriot’s HR Software)
  • View time cards as an employee (with Patriot’s Time and Attendance Software)
    • Log in as Thomas Jefferson to see an hourly employee, time punch entry.
    • Log in as Abe Lincoln to see a salary employee, manual time card entry.
  • Direct deposit information isn’t available in the demo, but if your company offers direct deposit, employees will be able to enter their bank details in the employee portal. Check out our help article for employee direct deposit for more info.

View the Employee Portal as a Manager in the Demo

Coming soon!

In the self-guided demo, Abe Lincoln is set up as a manager. 

To view the manager’s functionality in the self-guided demo account:

  1. Sign up for a free self-guided demo
  2. Go to Payroll > Employees > Employee List in the left menu.
  3. Click on Abraham Lincoln’s name.
  4. Go to the “Employee Portal” tab.
  5. Click “Login to sample employee” to access the portal as that employee.
  6. The sample portal will open in a new tab.

In the left menu, you can view the employee functionality, Direct report info, Time cards, etc., as well as manager functionality:

  • View team direct report information (with Patriot HR) (based on permissions granted to the manager):
    • Pay Info
    • Employee contact info
    • Employee anniversaries
    • Employee emergency contact info
  • Manage direct and indirect report team time cards (with Patriot Time and Attendance Software) (based on permissions granted to the manager):
    • View time cards
    • Nudge employee (remind them to submit time card)
    • Edit time cards
    • Approve time cards

Learn more about adding managers and granting manager permissions in our help articles:
“Manager Settings & Permissions,” for payroll admins. “Manager Permissions: Managing Team Time Cards in the Employee Portal,” and, “Manager Permissions: Managing Employee HR Info in the Employee Portal,” for employee managers.

example of manager view in Patriot employee portal

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