Self-Service Portal

Overview

The Self service area allows employees to manage their personal and employment details themselves, directly in 2getHR. It serves as a central employee-focused hub where users can review and update information such as addresses, identity documents, bank accounts, family details, contact numbers and other personal information. Under Overview > Settings, you define company-wide which items appear in self service, onboarding or both. This feature is available to all users who have been granted self-service access. To access the portal, employees open Overview > Self service in the main menu. This takes them to their personal overview page with configurable widgets.

Employee view

Self-service overview tab

This is the feature's main workspace. It consists of a widget board displaying different areas of an employee's personal data as interactive cards. Each editable card represents a data group such as address, emergency contacts or bank information. Key capabilities:

• Open editing dialogs: Clicking a card opens the corresponding editing form.
• Display current values: Data fields are directly visible.

• Navigate to data areas: Only widgets enabled in the configuration are displayed. Example widgets:

• Address — Full home address.

• Identity card and Social security information — Personal identification or insurance numbers.
• Bank information — Bank details for salary payments.
• Civil status and Children — Family details.
• Mobile number and Emergency contact — Contact information.
• Nationality — Employee's nationality.
• Additional information — Religion and place of origin.
• Employment periods — Current employment period.

Employee onboarding

A dedicated onboarding wizard guides new employees through entering the required data. Each step corresponds to a specific form area. Typical steps include Address, Civil status, Bank information and Emergency contact. Main actions:

• Next: Moves to the next area.
• Skip this step: Skips optional fields.
• Save: Saves all validated data.
• CANCEL: Cancels the process.

Common tasks

Complete employee onboarding

1. Open Overview > Self service in the main navigation.
2. When prompted, click Go to self service to open Onboarding.
3. Follow the wizard, completing one area at a time.
4. Use Next to continue or Skip this step for optional steps.
5. Once all required fields are filled in, click Save.
6. A confirmation indicates that the update was successful.

Edit self-service data using widgets

1. Find the card on the Self service page.
2. Click the edit icon.
3. Add or update the fields.
4. Press Save.

Fields in the onboarding form

• Address: Home address including street, number, postal code, city and country.
• Passport / Identity Card: Identity card or passport details.
• Social identity card: Swiss social security information.
• Bank information: Account and IBAN details.
• Civil status: Marital status.
• Children: Dependents.
• Mobile number: Mobile phone number.
• Emergency contact: Contact person for emergencies.
• Additional information: Religion and place of origin.

Tips and troubleshooting

• Missing widgets: May be disabled in Self service Settings.
• Validation errors: Check all required fields.
• Skipped steps: Do not invalidate submission.
• Submission failed: Check the network connection.
• Data not updated: Reload the page.

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Self service Settings

Overview

The Self service Settings page allows administrators and back office staff to configure which areas of the self-service portal are visible to employees and whether supported areas also appear during onboarding.

Access it in the sidebar under Overview > Settings. Only users with administrator or back office roles have permission.

Settings view

The settings interface is a single, unified page organized as a list. Each entry corresponds to an area of the self-service portal and can be adjusted directly using a selection control.

Key elements:

• Area label — Name of the configurable area (e.g. Address, Bank account).
• Selection control — Determines how the area appears in the employee portal.
• Progress indicator — Appears briefly while saving.
• Confirmation notification — Confirms that saving was successful.

Every change to a selection control is saved immediately — there is no separate save button.

Common tasks

1. Open Overview > Settings.
2. Review the listed areas — each entry corresponds to a section that employees can manage themselves.

3. Select the required mode for each entry:

4. Disabled — The area is not available in the self-service portal.

5. Self service only — The area is available in the self-service portal.

6. Self service & On boarding — The area is available in the self-service portal and also appears during onboarding.

7. Repeat for all areas. Every change is saved immediately.

Configurable areas:

• Address — Controls the visibility of address information.
• Upload identity card — Determines whether identity document details are collected.
• Social security information — Controls the display of AHV information.
• Bank account — Enables or hides bank details entry for payroll.
• Civil status — Manages the display of marital status.
• Children — Determines whether information about dependents is requested.
• Mobile number — Controls the visibility of the personal phone number.
• Emergency Contact — Determines whether employees can provide emergency contacts.
• Additional information — Generic area for additional company-specific fields.
• Employee name — Configurable; the onboarding option is not available.
• Employment periods — Manages the display of employment history; the onboarding option is not available.
• Nationality — Controls the display of nationality; the onboarding option is not available.

Tips and troubleshooting

• Tip: To test configurations, temporarily set an area to Self service only and sign in as an employee to check its appearance in the portal.
• No save button: Changes are saved automatically for each entry — there is no global save button.
• Changes not visible: If changes do not appear immediately in the self-service portal, refresh the page.