Hello and Welcome to Talexio!
We have carefully designed these videos to facilitate your onboarding process. We recommend that before you start each step, you go watch each video once in it entirety. You can come back to it later to refer to any specific stage.
Our Onboarding team will also be able to refer you to the correct sections of this video directly to assist with any questions you may have.
Talexio is a big system with many functions, but you are able to do the data entry and uploads directly from the respective sections of the system or you can follow the steps in our Onboarding Assistant. This assistant guides you through the process along with these videos.
It is recommended to follow the order of the steps in the Onboarding Assistant since steps within the data upload process may be linked to each other. For every step within this process you also have a help icon which leads you to our Help Centre for support articles with further detail.
Let’s get started!
The Onboarding Assistant's appearance has been updated. The videos in this article may look different from your account, but the system works the same.
Accessing the Onboarding Assistant
To start setting up your account, please log into your Talexio account, go to the ‘People’ section, click on the three dots at the top right and select ‘Onboarding Assistant’.
The onboarding assistant will guide you in the account setup. Please follow each step in order, as outlined in the onboarding assistant.
Step 1: Preparing Your Account
Set up basic company related settings such as company branding, organisation structure and legal company details. Listed below are the articles that will guide you along with the video provided:
Step 2: Master Lists
These 4 bulk uploads are pretty straight forward. Uploading these lists is a required step and it must be done before we can move on to uploading your employee data.
Step 3: Employee Data
Throughout the upload process it is also common to come across validation errors as the data is being uploaded. This is simply the system highlighting any inconsistencies in the data file provided. In such cases, it is important to understand the error, fix the issue on your upload file and try re-uploading the data. Once the data has been successfully uploaded, Talexio will display a success message in green.
Permissions
It is important to note that in order for you to be able to upload all employee data, you will require the Manage All Employee Data permission.
Step 4: Leave Data
When moving to Talexio, it is important that all the employees' leave entitlements are correct. In this step you will make sure all relevant Leave types exist on Talexio and learn how to upload the employee leave data so all entitlements are captured accurately.
Step 5: Payroll Data
Switching mid-year to Talexio? Upload payroll FS3 and FS5 data for the current year from your company, to ensure that all data is collated in one FS document by the end of the year and tax is adjusted accordingly.
Step 6: Permissions
What you can see and do on Talexio depends on the permissions you have in place. These rights can be granted either on an individual level or via an Access Level. It is important to grant users the correct permissions before giving them access to Talexio.
Step 7: Invite employees to the system
Once you have finished setting up your company's Talexio account, added employees, and granted them the relevant permissions, you may wish to grant them access. There two ways of doing so - either individually, or in bulk.