Use the host portal
Use the host portal to create, view, and manage visits; add visitors and optional co-hosts.
Before you begin
Role required: sn_wsd_core.workplace_user
Procedure
Navigate to All > Self-service > Employee Center.
On the Employee Center portal, select Help Center > Workplace Services.
From the Workplace Services, select Open my visit list.
The host portal page opens with a list of upcoming visits.
Perform any of the following actions based on your preference.
| Action | Steps |
|---|---|
| Manage visits | Select any of the following options:- Upcoming: Displays upcoming visits in a chronological order starting from the current day. - Past: Displays past visits in a reverse chronological order starting from the current day. - Drafts: Displays visits that are saved for later. You can edit and submit draft visits. You can select a visit to view its details. You can also edit or cancel a visit based on your preference. |
| Manage visitors | After selecting a visit, you can view, edit, or remove visitors.- You can view the status of the pre-check tasks for every visitor. Selecting the pending tasks displays the tasks that the visitor hasn't completed.
|
| Create a visit |
For a description of the field values, see New visit form. Note: The fields are based on the initial requirements configured by the admin.
For more information about adding visitors, see Adding visitors.
|
| Edit a visit |
For recurring visits, you can edit a single occurrence or all occurrences.
The fields are the same as creating a visit. For a description of the field values, see New visit form.
For more information about adding visitors, see Adding visitors.
|
Parent Topic:Registering a visitor
Related topics