EmpXtrack Purchase and Initial Setup Process
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EmpXtrack Purchase and Initial Setup Process

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This DIY guide helps you in purchasing EmpXtrack and setup the application for initial use by clearing all the data

This DIY guide helps you in purchasing EmpXtrack and setup the application for initial use by clearing all the data

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EmpXtrack Purchase and Initial Setup Process EmpXtrack Purchase and Initial Setup Process Presentation Transcript

  • … and initial setup The DIY guide EmpXtrack online purchase process
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. 2 This presentation shares the purchase process for EmpXtrack and helps you setup the product once you purchase it. • Purchase process • Selection of features • Confirmation of purchase • Initial setup • Clearing test and demo data • Set up of company information • Setup of time periods • Setup of administrator Login • Setup of HR Manager • Other links and resources Objective
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Steps for purchasing: Select features 3 Step 1. Click on Purchase Now Step 2. Select the Edition Step 3. Specify the no of active employees Step 4. Add any additional modules Step 5. Select payment frequency Step 6. Click on Finalize View slide
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Steps for purchasing: Complete purchase 4 Step 1. Verify all details Step 2. Provide credit card details by clicking here Step 3. Fill in your credit card details and click on Checkout View slide
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. 5 • While your costs may have shown in your local currency, all billings are in US Dollar. • Our payment processor is stripe and it accepts all credit cards. • We do not store credit card information and all payments are made to the credit card processor. • In case you cannot complete the purchase, please contact our sales team on email at marketing@empxtrack.com Notes on purchase
  • Initial Setup of EmpXtrack Copyright 2013 | Saigun Technologies Pvt. Ltd. 6 Congratulations on the Purchase • Post purchase setup requires you to clear all existing demo data • Setup time periods • Identify an HR Manager • You can start using EmpXtrack only after completing all the activities • This should take no longer than 5 – 10 minutes
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Initial setup : Clear transactions and demo data 7 Step 1. Clear all trial data by clicking on each Clear button
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Initial setup: Setup company details 8 Step 1. Enter your company name and note the URL for access Step 2. Upload company logo, specify currency and address Step 3. Click on Update
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. 9 • Specify your date format and setup the start date for week. Identify your timezone. • Setup Financial Years (FY) by giving your start date and clicking on View financial periods. • Setup Time periods by setting up the options and clicking on View time periods. Time periods are used for Appraisal, goal setting, training management modules. • To make changes post generation of time periods, you will have to clear the time periods again. Initial setup: Time settings
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. 10 • EmpXtrack forces a unique email id for each employee. Since you may like to make yourself the HR Manager, with your own email, it may be a good idea to update the details here. • Admin login should not be shared with any one else. It allows configuration & security options. • Make the relevant changes and click on Update Initial setup: Update administrator info
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. 11 1. This is the final step. You just need to identify an employee who will manage the application. (Note: You can have multiple HR managers but setup requires just one) 2. You are capturing the basic details for the HR Manager. You will be able to update all other details for this employee once the setup is complete. Enter all fields above and click on Add HR Manager button. 3. Your user name will be your login user name and is the same as your employee number. (You can change that later). Initial Setup: Setup HR Manager
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Congratulations: you are done 12 Click on Continue and you are done.
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. 13 • Our support Help Desk will contact you and you will have access to a dedicated person for configuration support. Click on Settings menu and you can setup various options based on the modules procured by you. Some settings options included below are Post Initial Steps • Employee portal: Setup company directory, Setup quick links, Manage polls • Employee record settings: Configure HRIS fields, Upload employees, Upload reporting relationships, Upload other employee data, View-update permissions for employee data. • Setup Masters: Setup various employee and other demographic masters • General Settings (Security): Setup HR Managers (Global groups and assign roles), Settings menu access rules • Payroll Settings: Configure payroll fields and reports, Setup salary structures, Design payslips • Performance Management settings: Configure goalsheets, appraisals, variable pay, compensation planning • Recruitment: Configure applicant tracking, Onboarding configurations …and so on
  • For more information or help please contact marketing@empxtrack.com Copyright 2013 | Saigun Technologies Pvt. Ltd. 14