EmpXtrack Purchase and Initial Setup Process

… 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


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


• 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

[email protected]

Notes on purchase

stripe.com

mailto:[email protected]

Initial Setup of EmpXtrack


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


Initial setup : Clear transactions and demo data

7

Step 1.

Clear all trial

data by clicking

on each Clear

button


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


• 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


• 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


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


Congratulations: you are done

12

Click on

Continue and

you are done.


• 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

[email protected]


mailto:[email protected]

Business

EmpXtrack Purchase and Initial Setup Process