Enrollment and Initial Introduction

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Copyright 2013 | Saigun Technologies Pvt. Ltd. Enrolment & Initial Introduction

Transcript of Enrollment and Initial Introduction

Page 1: Enrollment and Initial Introduction

Copyright 2013 | Saigun Technologies Pvt. Ltd.

Enrolment & Initial Introduction

Page 2: Enrollment and Initial Introduction

Log in Through Email to Complete Verification As soon as you register yourself for Empxtrack free trail, you will receive a Welcome Email on your registered email id.In the Email, click on Verify Now button to complete verification and continue using free trial.

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Page 3: Enrollment and Initial Introduction

Use Credentials to Log in

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Complete the registration process by selecting your time zone, currency and date format from their respective dropdowns on the confirmation page that appears.

Select preferred modules in the Empxtrack free trial according to your requirements and then Proceed.

Click on Continue To Login to continue creating your tenant using the credentials that you have received in the email.

NOTE: The free trial will proceed on the modules that you have selected.

You can login as the Administrator any time by clicking on the Click to Login link (post verification).

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Exploring UsersYou have now successfully logged in to the application. The application is configured with pre-set data and multiple user roles that are visible on that Welcome page. There are multiple callouts on each page to help you understand Empxtrack better. Click on Login link to try an employee role functionality.

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Note: We would be trying most of the functionality with 3 employees. They are available in the demo. You can switch users anytime by clicking on the Switch User dropdown given on the top.

1. Janet Leverling – The Employee

2. John Steel – Janet’s Manager

3. Terri Osborn – The HR Manager

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Login as an EmployeeLogin as Janet to try the application as an Employee.

The My Portal tab of the Home page that appears, displays the important messages for you by your Managers and Subordinates.

Click on My Profile tab to view your personal data and how you can use Empxtrack as an Employee.

You can go back to the Admin Panel by clicking on Switch User dropdown that appears on the top of the page.

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Explore My Profile

My Personal Profile page that allows you to edit your personal, employment, contact, qualifications, and other such details by clicking Edit button appearing in their respective sections.

My Career Profile page that allows you to view and edit your employment, hobbies, appraisal, goal sheet, experience and other such details.

My Salary Details, My Leave, My Attendance, My Travel & Expenses, My Timesheet, and My Performance pages that allow you to view salary details and manage leave, attendance, travel expenses, timesheet, goal sheet and appraisal tasks respectively.

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In My Profile tab , you will find:

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Login as ManagerLogin as John Steel (Janet’s Manager).

Notice the Manage tab is added as an additional tab for Managers.

In Manage tab, My Team page allows you to view all your subordinates. You can Select Role & Filter Employees by clicking on the icon given on the top right corner.

You can perform actions by moving your mouse on the associated action button and then selecting the appropriate choice.

Manager Services page allows you to manage your subordinates’ Leave, Manage Requests, Timesheet, Travel & Expense and Employee Exit information.

Performance Management page allows you to manage Goal Sheets and Appraisals of subordinates.

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Login as an HR ManagerLogin as Terri (HR Manager).

Notice the Settings tab now, it has many setting options to configure the entire application depending upon specific needs of your company.

Click on any of the modules links to configure it. Further, Manage section gives you more options such as Edit Employee Data, Add New Employee, etc.

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Page 9: Enrollment and Initial Introduction

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What Makes Empxtrack Stand Out?Empxtrack is a highly responsive, customizable and mobile-friendly application that covers the

entire life cycle of an employee.

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For a demo or more informationplease contact

Copyright 2013 | Saigun Technologies Pvt. Ltd.


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