Self-Service Portal
Empower employees, vendors, and customers with structured self-service — reducing admin overhead while keeping operations visible and controlled.
What this module solves
Stop answering the same questions. Let stakeholders help themselves.
Your HR team fields leave balance enquiries daily. Your finance team answers vendor payment status calls. Your sales team forwards invoice copies to customers. These routine interactions consume hours every week — and they can be entirely eliminated with structured self-service.
The BoSS Self-Service Portal gives employees, vendors, and customers controlled access to the information they need — leave balances, payslips, PO status, payment status, order tracking, and ticket raising — without burdening your internal teams.
Common gaps without self-service
HR spends hours answering leave balance and payslip queries — the same questions, every month
Vendors call finance repeatedly to check payment status — no visibility on their end
Customers request invoice copies via email — sales team becomes a document delivery service
New employees cannot find company policies or forms — onboarding is a chain of emails and WhatsApp messages
No way for vendors to submit invoices digitally — paper invoices get lost or delayed
Customer complaints come via email, phone, and WhatsApp — no single tracking system, no accountability
Three portals. One platform.
Each portal type provides relevant, role-appropriate access — controlled by BoSS permissions.
Employee Portal
Self-service for your team members — reducing HR and admin workload significantly.
- Leave balance and leave requests
- Payslip download
- Tax computation and Form 16
- Attendance summary
- Expense claim submission
- Company policy documents
- Personal information updates
- Training materials
Vendor Portal
Give vendors transparency into their business with you — without burdening your procurement or finance team.
- Purchase order status tracking
- GRN and receipt confirmation
- Invoice submission
- Payment status and history
- Outstanding balance view
- Rate contract details
- Document uploads
- Communication thread
Customer Portal
Customers can track orders, download invoices, and raise tickets — without calling your sales team.
- Order tracking and status
- Invoice and receipt download
- Outstanding balance view
- Support ticket raising
- Ticket status tracking
- Product catalogue browsing
- Quotation requests
- Communication history
Key workflows
Employee leave request
Employee checks balance → submits leave request → manager receives notification → approves/rejects → balance updated → employee notified
Vendor invoice submission
Vendor uploads invoice via portal → system matches to PO and GRN → auto-verification → exceptions flagged → finance reviews → payment scheduled
Customer order tracking
Customer logs in → views order list → checks specific order status → sees dispatch details → downloads invoice → raises issue if needed
Support ticket lifecycle
Customer raises ticket via portal → auto-assigned to team → status updates visible to customer → resolution posted → customer confirms closure
Who benefits
HR Team
Eliminates repetitive leave, payslip, and policy queries. Employees help themselves — HR focuses on strategic work.
Finance Team
Vendors check payment status themselves. Digital invoice submission replaces paper. Outstanding queries handled by the portal.
Sales Team
Customers download invoices and track orders independently. Sales team focuses on selling, not document delivery.
Employees
Instant access to leave balance, payslips, tax documents, and company policies. No waiting for HR responses.
Vendors
Transparency on PO status, delivery confirmation, and payment timeline. Fewer phone calls, better business relationship.
Customers
Order visibility, invoice access, and support ticket tracking. Professional service experience without manual follow-up.
Works with
People & Payroll
Employee data, leave management, payslips, and attendance powering the employee portal.
Procurement
PO status, GRN confirmation, and vendor master data driving the vendor portal.
Sales & CRM
Order tracking, invoices, and customer master data for the customer portal.
Customer Service
Ticket creation, status tracking, and resolution history visible through the portal.
Recommended for
Frequently asked questions
Do we need to enable all three portal types?+
No. You can enable any combination — employee only, vendor only, customer only, or all three. Each is independently configurable.
Can we control what external users see?+
Absolutely. Portal access is role-based and permission-controlled. Vendors only see their own POs and payments. Customers only see their own orders. No cross-access.
Does this require separate login credentials for external users?+
Yes. External users (vendors and customers) get their own portal credentials with appropriate access scope. Employee access is part of their regular BoSS login.
Can vendors submit invoices through the portal?+
Yes. Vendors can upload invoices digitally, which the system matches against PO and GRN data. Exceptions are flagged for manual review, and the rest flow through for finance approval.
Is there an additional cost for the self-service portal?+
The Self-Service Portal is included in the Sampoorna and Enterprise plans. For other plans, it can be added as a module based on your requirements.
Reduce admin overhead with structured self-service
Let employees, vendors, and customers help themselves — while you stay in control.