empxtrack free trial primer
TRANSCRIPT
Enrollment & Initial
Introduction
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As soon as you register yourself for a free trial for EmpXtrack
application, you will get a verification email on your email id
In the Email click on the Click here link in the mail to continue.
Log in through email
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Complete Registration Process and Log In
1. Complete the registration process by selecting
your time zone, currency and date format from
their respective dropdowns on the
confirmation page that appears.
2. Click Proceed to proceed and then click
Continue to Login to continue creating your
tenant.
3. Log in with the user credentials that you have
received in e-mail.
4. NOTE: You can Login as the Administrator
any time by clicking on the Login link on Step
2 of the email as well.
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You have now successfully logged in to the application.
The application is already configured with data and important user roles that are visible on the page.
Click on Login link to try an employee role functionality .
Note: We would be trying most of the functionality with 3 employees circled below. They are available in
the demo. To Login as an Employee, click on the Login button (as shown in the image below)
1. Janet Leverling – the employee
2. John Steel – Janet’s Manager
3. Terri Osborn – the HR Manager
Exploring Users
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Log in as Janet to try the application as an Employee.
The My HR tab of the home page that appears, displays the important messages for you by your
Managers and Subordinates.
Click My Profile tab to view your personal data and how you can use EmpXtrack as an Employee.
You can go back to Admin Panel by clicking Go back to admin panel button that appears on the top
right corner of the page.
Log in as Employee
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My Profile >> My personal profile page allows you to edit your personal, employment, address,
qualifications, and other such details by clicking Edit button appearing in their respective sections.
My career profile page allows you to view and edit your employment, skills, rewards, appraisal goal
sheet and other such details.
My salary details, My leave, My attendance, My travel & expenses, My timesheet, and My
performance nodes allows you to view salary details and manage leave, attendance, travel
expenses, timesheet and goalsheet and appraisal tasks respectively.
Explore My Profile
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Log in as John Steel – Manager of Janet
Notice Manage tab is added as an additional tab for Managers
The Manage >> My team page allows you to view all your subordinates dashboard. You can do
further actions by moving your mouse on the actions button and then selecting the appropriate choice
Manager Services menu allows you to manage your subordinates’ leave, Timesheet and Travel and
Expense information
Performance Management node allows you to manage Goal sheet and Appraisals of subordinates.
Explore Manager Functionality
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Log in as Terri to test HR Manager Functionality.
Notice The Settings tab now has many settings options added to it to configure the entire application
according to the specific needs of your company.
Click on any of the modules links to configure it. Further, Manage section gives you many more
options such as Editing Employees, Adding a New Employee etc.
Explore HR Manager Functionality
For a demo or more
information please
contact
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