empxtrack free trial primer

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Page 1: EmpXtrack free trial primer

Enrollment & Initial

Introduction

Page 2: EmpXtrack free trial primer

Copyright 2013 | Saigun Technologies Pvt. Ltd. 2

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

Page 3: EmpXtrack free trial primer

Copyright 2013 | Saigun Technologies Pvt. Ltd.

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.

3

Page 4: EmpXtrack free trial primer

Copyright 2013 | Saigun Technologies Pvt. Ltd. 4

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

Page 5: EmpXtrack free trial primer

Copyright 2013 | Saigun Technologies Pvt. Ltd. 5

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

Page 6: EmpXtrack free trial primer

Copyright 2013 | Saigun Technologies Pvt. Ltd. 6

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

Page 7: EmpXtrack free trial primer

Copyright 2013 | Saigun Technologies Pvt. Ltd. 7

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

Page 8: EmpXtrack free trial primer

Copyright 2013 | Saigun Technologies Pvt. Ltd. 8

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

Page 9: EmpXtrack free trial primer

For a demo or more

information please

contact

Copyright 2013 | Saigun Technologies Pvt. Ltd. 9