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
marketing@empxtrack.com
Notes on purchase

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
marketing@empxtrack.com
14

Empxtrack Purchase and Initial Setup Process

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