> For the complete documentation index, see [llms.txt](https://help.marcopayroll.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal.md).

# Customer Portal

- [Personal Guide](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/personal-guide.md)
- [Viewing your HR information](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/personal-guide/viewing-your-hr-information.md)
- [Updating your information](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/personal-guide/updating-your-information.md): You can update your personal information and bank details in My Info.
- [Requesting leave](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/personal-guide/requesting-leave.md): You can request leave from the Dashboard or My Time.
- [Submitting Work-Related Expenses](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/personal-guide/submitting-work-related-expenses.md): You can submit your work-related expenses for reimbursement in My Expense. You can add new expense records as either an expense item or an allowance item.
- [Managing Employment-Related Documents](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/personal-guide/managing-employment-related-documents.md): You can upload employment-related documents, such as education certificates, contracts, work permits, and resignation letters, for your employer to access.
- [Manager Guide](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide.md)
- [Access and roles](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/access-and-roles.md): User access in Marco depends on the following factors:
- [Permissions](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/permissions.md)
- [Admin Settings](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/admin-settings.md)
- [Company Info](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/admin-settings/company-info.md)
- [Business Entity](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/admin-settings/business-entity.md)
- [Bank Account](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/admin-settings/bank-account.md)
- [Customer Data Type](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/admin-settings/customer-data-type.md)
- [Company Doc](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/admin-settings/company-doc.md)
- [People Management](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management.md)
- [Employee Transition](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/employee-transition.md)
- [Staff Onboarding](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/employee-transition/staff-onboarding.md)
- [Managing System Access](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/employee-transition/managing-system-access.md)
- [Assigning Staff Managers](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/employee-transition/assigning-staff-managers.md): You can assign Reporting Managers and Data Managers to staff in Marco based on their roles and responsibilities.
- [Staff Removal](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/employee-transition/staff-removal.md)
- [Managing Staff Info](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/managing-staff-info.md)
- [Viewing Staff HR Information](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/managing-staff-info/viewing-staff-hr-information.md)
- [Updating Staff Info](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/managing-staff-info/updating-staff-info.md)
- [Managing Staff Documents](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/managing-staff-info/managing-staff-documents.md): Managers can upload, download, or delete staff documents as needed.
- [Managing Staff Insurance Plans](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/managing-staff-info/managing-staff-insurance-plans.md): Managers can add, edit, or delete insurance plans for staff, allowing them to view their insurance details in Marco.
- [Expense](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/expense.md)
- [Expense Approval Flow](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/expense/expense-approval-flow.md)
- [Managing Expense Records](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/expense/managing-expense-records.md)
- [Managing Expense Reports](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/expense/managing-expense-reports.md): Once staff expenses are approved, they can be added to expense reports for further processing and cost tracking.
- [Time & Leave](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/time-and-leave.md)
- [Managing Leave Requests](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/time-and-leave/managing-leave-requests.md): Depending on your access privileges or manager role, you can approve, edit, delete, and add leave requests for your staff.
- [Managing Staff Public Holidays](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/time-and-leave/managing-staff-public-holidays.md)
- [Setting Staff Weekend Policies](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/time-and-leave/setting-staff-weekend-policies.md)
- [Managing Leave Balance](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/time-and-leave/managing-leave-balance.md)
- [Mobility](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/mobility.md)
- [Visa Applications](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/mobility/visa-applications.md): In Marco, you can record and manage visa applications for your staff's work assignments or relocations.
- [Payroll](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/payroll.md)
- [Managing Salary Packages](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/payroll/managing-salary-packages.md)
- [Managing Pay Items](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/payroll/managing-pay-items.md)


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