Customizing the hr corporation and foreign national portals ins zoom power user conference jan 2016
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The document explains the HR/Corporation and Foreign National Portals used by HR and global mobility professionals to manage foreign national data and cases. It details the customization options available for both portals to control data visibility for clients and foreign nationals, ensuring that each organization's specific needs are met. Instructions for customizing settings and choosing displayed data are also provided.
Customizing the hr corporation and foreign national portals ins zoom power user conference jan 2016
- 1. Customizing the HR/Corporation & Foreign National Portal Speaker: Christen Gause
- 2. What is the HR/Corporation Portal? • The HR/Corporation Portal is a portal that is available to your clients. • It is used by the HR and Global Mobility professionals to access the data of their foreign nationals and initiate new cases. • Enterprise and Professional Edition INSZoom clients automatically, without any additional cost, have the ability to grant clients access to this portal. • Access rights can be set for “Corporation” contacts which are your main point of contact and “Additional Contacts” which are the other contacts at a corporation, like, regional global mobility managers. • The HR/Corporation portal can be customized to hide data that you don’t want to be viewed.
- 3. What is the Foreign National Portal (FNP)? • The FNP is a portal that is available to the foreign nationals, assignees and/or employees of a corporation. • The FNP is used by foreign nationals to access their personal data and that of their dependents. They can check their case status, review expiration dates, complete questionnaires and even send you emails. • Enterprise and Professional Edition INSZoom clients automatically, without any additional cost, have the ability to grant foreign nationals access to this portal. • The FNP can be customized to hide data and information that you don’t want the foreign nationals to see.
- 4. Why do you want to customize the portals? • Clients have different requirements as to what data they want their foreign nationals to see. • Some clients will require that they have the access or the ability to run their own reports. • Law firms have processes in place with how they work with their clients and will only want the clients to have access to certain data. For example: notes are usually used for internal purposes so you would not want this info to be viewed. • Basically, each client and law firm works in different ways and INSZoom gives you the ability to customize the portal to meet your needs and those of your clients.
- 5. What do you mean by customize?
- 6. Getting started: locate the settings From the right hand menu, hover over the tools and click on “Settings.”
- 7. Organizational Tools After clicking on “Settings,” the page will load, and you will click “Organizational Tools.”
- 8. Corporation Shortcuts • Corporation Shortcuts • Corporation Shortcuts • Client Shortcuts • Case Shortcuts • Set Arrival/Departure Info These settings are for the “Main Corporation Signing Person.”
- 9. Additional Contact Shortcuts • Additional Contact Shortcuts • Corporation Shortcuts • Client Shortcuts • Case Shortcuts These settings are for the “Additional Contact” that are added to each corporation. Think of them as all of the other corporation contacts that you work with.
- 10. Client (Foreign National) Shortcuts • Foreign National Shortcuts • Client Shortcuts • Case Shortcuts • Set Arrival/Departure Info These settings are for the “Client” or foreign nationals that you work with. These settings determine what they see when they login to the FNP.
- 11. Choosing the data that appears in the FNP
- 12. Choosing the data that appears in the FNP Unmark the data that you don’t want to appear in the FNP. Click “Save” when done.
- 13. The FNP after customizing
- 14. Remember what it looked like?