Users with Admin rights can add employees to Talexio at any point in time. These can be found in People section and can be sorted by name, surname, ID card, department, start date, etc.
Clicking on onboarding assistant will take you to a new page:
The onboarding process is divided in four stages:
- Organisation structure
- Training data
- Past payroll data
The first step is to set up a company's structure. This comprises the departments, positions, job schedules and benefits in a company.
Starting off, users need to download the organisation structure template:
Clicking on this will download an Excel sheet with a number of fields that need to be filled in. The criteria of each field can be found in the help button on the right:
Users will need to fill in the template and then upload it using the upload button.
Once the organisation structure is uploaded, users will be notified that the upload was successful:
Users may then proceed to uploading any job schedules, positions (job titles), benefits and allowances, and payroll information before proceeding to the second page.
The second step is to upload the employees onto Talexio.
The lengthiest template is the employees template, and this includes all the details necessary to upload a person onto Talexio. As with the previous section, a help button on the right of each upload box includes the criteria for each field.
In this section, users may upload employee data, allocate benefits and allowances to such employees, specify any leave carried forward, as well as any leave taken prior to use of Talexio
The next section is only applicable to users who have the Training module.
In this section, users can upload any competencies, qualifications and courses.
Past payroll data
The final section of the onboarding assistant refers to previous payroll data:
In this section, users are required to upload the FS3 data of their employees and the FS5 data of the company up to the point when payroll will be calculated using Talexio for the first time.
This is done to ensure that users do not have any issues when generating end of year reports.
Once the final file is uploaded, the onboarding process is complete. Please note that each box may be uploaded at any point. There is no need to complete the onboarding process at one go. In fact, each upload is confirmed as successful separately.