Overview

With Docketwise, you can use the HR Portal to share employees and associated resources to your corporate clients' portals.

In the HR Portal, you can organize Tasks, Forms/Questionnaires, USCIS Receipts, Invoices, Files, as well as the Status of Employee's Matters by employee so that it is easy to keep your corporate clients up-to-date and on track.

When sharing anything to the corporate client's HR portal, any of these Tasks, Forms, USCIS Receipts, Invoices, and Files can be simultaneously share with the foreign national employee on their own portal.

In order to unlock this feature, you must be a Docketwise Suite subscriber. If you would like to learn about the other features that you can unlock on a Docketwsie Suite subscription, you can click here.


Contents:


Setting Up the HR Portal

In order to set up the HR Portal for a corporate client, you will need to follow the steps below:

Activating the HR Portal:

  1. Navigate to the contact's overview page

  2. Click on the Portal tab

  3. Click the slider bar to Allow Portal Access

  4. Enter the email address

  5. Select HR Portal as the Portal Type

  6. Click the Submit button

After clicking the Submit button, your contact will be invited to the portal.

Changing a Client Portal to an HR Portal:

In order to convert a Client Portal to an HR Portal, you will need to follow the steps below:

  1. Navigate to the contact's overview page

  2. Click on the Portal tab

  3. Select the option for HR Portal


Adding Employees to a Company

To get started, the company will first need to have employees indicated. To set a company's employees, you will need to follow the steps below:

  1. Navigate to the contact's overview page

  2. Select the Employees tab

  3. Once you are in the Employees tab, you can indicate the employees by either creating a new contact or linking an existing contact

    1. To create a new contact when indicating an employee, you will need to follow the steps below:

      1. Click the + Create New button

      2. Enter information regarding the new contact (Note: First Name and Last Name are required)

      3. Click the Save button

    2. To import a contact when indicating an employee, you will need to follow the steps below:

      1. Click the Import button

      2. Select the contact that is employed

      3. Click the Import button


Adding Employees to the HR Portal

Once you have employees added, you are able to add them to the corporate client's HR Portal. To do so, you will need to follow the steps below:

  1. Navigate to the contact's overview page

  2. Select the Employees tab

  3. Click the checkbox for each employee you would like to add

  4. Click the More Actions button

  5. Click Share to Portal

  6. Select the corporate client's portal

  7. Click the Submit button


Removing Employees from the HR Portal

In order to remove employees from the HR Portal, you will need to follow the steps below:

  1. Navigate to the contact's overview page

  2. Select the Employees tab

  3. Click the checkbox for each employee you would like to remove

  4. Click the More Actions button

  5. Click Share to Portal

  6. Click the trash can icon


Sharing Resources to the HR Portal

When sharing resources to an HR Portal, you can also share the same resource to the associated employee's Client Portal. To get started you would need to locate the resource(s) (Tasks, Forms, USCIS Receipts, Invoices, and Files) that you would like to share.

Depending on how the resource is assigned, you will either navigate to the Company's overview page, Employee's overview page, or the Matter's overview page.

Sharing and Un-Sharing Tasks

In order to share a Task, you will need to follow the steps below:

  1. Navigate to the contact/matter to which the Tasks are assigned

  2. Select the Tasks tab

  3. Select the Share to Portal option

  4. Select the company's portal

  5. Indicate the employee associated with Task (optional)

  6. Click the checkbox to share the Task to the employees Client Portal (optional)

  7. Enter the employee's email address (optional)

  8. Click the Submit button

In order to un-share a Task, you will need to follow the steps below:

  1. Navigate to the contact/matter to which the Tasks are assigned

  2. Select the Tasks tab

  3. Select the Share to Portal option

  4. Click the trash can icon

Sharing and Un-Sharing Forms

In order to share a Form, you will need to follow the steps below:

  1. Navigate to the contact/matter to which the Forms are assigned

  2. Select the Forms tab

  3. Click the checkbox for the Form(s) you would like to share

  4. Click the More Actions ▼ button

  5. Select the Share to Portal option

  6. Select the company's portal

  7. Indicate the employee associated with Form (optional)

  8. Click the checkbox to share the Form to the employees Client Portal (optional)

  9. Enter the employee's email address (optional)

  10. Click the Submit button

In order to un-share a Form, you will need to follow the steps below:

  1. Navigate to the contact/matter to which the Forms are assigned

  2. Select the Forms tab

  3. Click the checkbox for the Form(s) you would like to share

  4. Click the More Actions ▼ button

  5. Select the Share to Portal option

  6. Click the trash can icon

Sharing and Un-Sharing USCIS Receipts

In order to share a USICS Receipt Caste Tracking Status, you will need to follow the steps below:

  1. Navigate to the matter to which the USICS Receipt was added

  2. Select the Case Tracking tab

  3. Select the Share to Portal icon

  4. Select the company's portal

  5. Indicate the employee associated with USCIS Receipt (optional)

  6. Click the checkbox to share the USCIS Receipt to the employees Client Portal (optional)

  7. Enter the employee's email address (optional)

  8. Click the Submit button

In order to un-share a USICS Receipt Caste Tracking Status, you will need to follow the steps below:

  1. Navigate to the matter to which the USICS Receipt was added

  2. Select the Case Tracking tab

  3. Select the Share to Portal icon

  4. Click the trash can icon

Sharing and Un-Sharing Invoices

In order to share an Invoice, you will need to follow the steps below:

  1. Navigate to the contact/matter to which the Invoice is assigned

  2. Select the Invoices tab

  3. Click the ⋮ 3 Vertical Dots icon for the Invoice you would like to share

  4. Select the Share to Portal option

  5. Select the company's portal

  6. Click the Submit button

In order to un-share an Invoice, you will need to follow the steps below:

  1. Navigate to the contact/matter to which the Invoice is assigned

  2. Select the Invoices tab

  3. Click the ⋮ 3 Vertical Dots icon for the Invoice you would like to share

  4. Select the Share to Portal option

  5. Click the trash can icon

Sharing and Un-Sharing Files

In order to share Files, you will need to follow the steps below:

  1. Navigate to the contact/matter to which the Files are assigned

  2. Select the Files tab

  3. Click the checkbox for the File(s) you would like to share

  4. Click the More Actions ▼ button

  5. Select the Share to Portal option

  6. Select the company's portal

  7. Indicate the employee associated with File(s) (optional)

  8. Click the checkbox to share the File(s) to the employees Client Portal (optional)

  9. Enter the employee's email address (optional)

  10. Click the Submit button

In order to un-share Files, you will need to follow the steps below:

  1. Navigate to the contact/matter to which the Files are assigned

  2. Select the Files tab

  3. Click the checkbox for the File(s) you would like to share

  4. Click the More Actions ▼ button

  5. Select the Share to Portal option

  6. Click the trash can icon


Sharing an Employee's Matter and Matter Status

In the HR Portal, employees' Matter Types and Matter Statuses are visible so that your corporate clients can stay up-to-date.

In order for a Matter and its Matter status to properly reflect in the HR Portal, the Matter should be assigned the corporate client as the Primary Contact and the Employee must be listed as Applicant. This can be done when creating a new Matter or by editing an existing Matter.

Setting Up a New Matter

When setting up a new matter for a corporate client and their employee, you will need to follow the steps below:

  1. Click the Create New ▼ button from your dashboard in Docketwise

  2. Select Matter

  3. Select the corporate client as the Primary Contact

  4. Name the matter

  5. Describe the matter (optional)

  6. Choose a Matter Type (click here to learn more about matter types and statuses)

  7. Select the Matter Status

  8. Select the Employee as the Applicant

  9. Click the Create Matter → button

Editing an Existing Matter and Updating the Matter Status

In order to edit an existing matter or update the Matter Status, you will need to follow the steps below:

  1. Navigate to the matter's overview page

  2. Click the Update Matter Details text under the Matter's name

  3. Make sure the the corporate client is selected as the Primary Contact

  4. Select the Matter Type (if necessary)

  5. Update the Matter Status (if necessary)

  6. Click the Update Matter → button


Previewing the HR Portal

In order to preview the HR Portal, you will need to:

  1. Navigate to the contact's overview page

  2. Click on the Portal tab

  3. Click the Preview Portal button

After clicking the Preview Portal button, you will be taken to the main overview page of the HR Portal, where you will be able to see all Employees, Tasks, Forms/Questionnaires, USCIS Receipts, Invoices and Files.

Here, you can also select an individual employee that is related with the HR Portal in order to see only resources related to that specific employee.

Did this answer your question?