Employee Portal

Employee Portal Overview

The portal is set up separately from the main Catch-e system depending on your organisation's needs.

It is known as the Driver Portal because initial features were designed for the Driver role, but it now also supports the Package Employee role.

The menu items described here are for the Employee Portal. Visit the Driver Portal page for driver-specific menu items.

If the user is an employee, they are navigated to the Employee Portal upon login.


Employee Processes

Below are portal processes written from the employee's point of view.

Home

Feature

Description

View my salary package

Displays employee packaged benefits

View my salary package balance

Shows transactions and running balance (pending, posted, history)

Raise a claim

Submit reimbursement claims (requires linked contract; receipts can be uploaded via camera)

Employee contribution

Make employee contributions if required (only shown when applicable)

View submitted claims

View claim history and status

View my balance

View vehicle contract balance

Sidebar / System

Feature

Description

Send an enquiry

Email enquiries (can be stored as Contracts / Events)

Sidebar / Vehicles

Feature

Description

Vehicle Details

Read-only vehicle information (controlled by global flag gb_control driverportalviewvehicledetails)

Finance Details

Read-only finance information (controlled by global flag gb_control driverportalviewfinancedetails)

Sidebar / User

Feature

Description

Contact Details

View/update contact details

Employment Details

View/update employment details

Change Password

Change or reset password

2 Factor Authentication

Optional or mandatory 2FA setup

Logout

Log out of portal


Create a Driver Login

  1. Navigate to Drivers / Contact

  2. Select driver record

  3. Tick Access

  4. Driver Login (Email or ID) is generated

  5. Password popup appears

  6. Click Send Email button

  7. Option to email details appears

  8. Choose whether to send email or not

  9. Final confirmation email window appears

  10. Access field updates to Access (Driver)


Issue an Employee Login

Qualifiers

  • Employee Portal is enabled

  • Employee has package items

Process

  1. Navigate to Employees / Contact

  2. Select employee record

  3. Tick Access

  4. Login and password popup displayed

  5. Click Send Email button

  6. Employee login updates (Email or Employee ID)

  7. Access field updates to Access (Package Employee)

  8. Option to send email confirmation


Client Login Report

Used to email multiple drivers login details.

Warning: This report is no longer recommended or supported for bulk login issuance.

Report Filters

Filter

Type

Manager

List

Group

List

Client

Multi-select list

Contract Type

Multi-select list

Report Queue

Checkbox

Cost Centre

List

Notes

  • Generates email batch via template

  • Can be processed via Mail Queue

  • Supports report queue processing


Client Login Setup

Used to embed login link into external websites.

Basic Login Link

<a href="javascript:void(0)" onclick="javascript:login('https://clientname.catch-e.net.au/index.phpo?_screen_width=' + screen.width+ '&_screen_height=' + screen.height, 'catche');"> 

Separate Channel Login

Used when different branding is required per channel.

Notes

  • Requires separate logo and colour scheme

  • Branding is applied based on login link used

  • May persist in browser cache

Channel Login Link

<a href="javascript:void(0)" onclick="javascript:login('https://companyname.catch-e.net.au/bo.phpo?channel_code=channelname&_screen_width=' + screen.width+ '&_screen_height=' + screen.height, 'catche');"> 

Important Notes

Replace companyname with your company — Update the domain in the login link to your organization's Catch-e instance URL.

Replace channelname with channel identifier — Specify the appropriate channel code for channel-specific branding.

Screen width/height must be passed dynamically — The screen dimensions must be passed as shown in the example to ensure proper portal rendering.

Page Header Script Requirement — Client must also include the script section placeholder as provided in system setup.