Overview
Welcome to Talexio!
The purpose of this article is to give you all the information you need to know as a new member to Talexio. In this article, you will learn what you need to know on Talexio about:
- How you access your account
- What information is shown in your profile
- How to request leave
Your account has been created by a System Administrator within your organisation. These System Administrator’s are your first point of contact when you have questions about the system. Of course, we are here to help where needed.
When your account was created, you will also be given "Permissions". These are rights given to you by your System Administrator, to be able to see and do specific actions.
Accessing your Account
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Step 1 of 3
When your profile has been created by your System Administrator, they will send you an email to invite you use the system. The email address this invitation is sent to, is the one you will use to log into Talexio. Click on Activate your account to create the password you will use to access your Talexio account. - Step 2 of 3
When you have created your password, you can log into your account. Once logged in, for additional security, you can set up 2 Factor Authentication on your account. - Step 3 of 3
To log out, you will need to go to your account menu at the top right hand side, and click Log Out.
Your Profile
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Step 1 of 6
When you log into your account, you will be presented with your Dashboard. from here you will be able to:- View any announcements made by the company;
- Set up two factor authentication (for added security);
- View the weekly calendar which includes when your colleagues are on leave (this depends on the permissions you have);
- Book leave;
- View your leave balance (this also depends on your permissions).
- Step 2 of 6
Across the top of your dashboard are tabs that provide specific information about your profile. - Step 3 of 6
My Profile - Here, you will be able to update your bio with a bit of information about you, as well as add any interests or hobbies that you may wish to share with the rest of your team. - Step 4 of 6
Personal Details - Here, you will be able to update your personal information, such as name, surname, home address, email address, emergency contacts, health information, and bank account. Any changes you make to this section will need to be approved by your manager/superior. Click save after each change will send a request to your manager/superior to approve/reject the change. - Step 5 of 6
Employment - Here, you will be able to see your employment position with the firm. You can click on the 'eye' icon on the right to view the details of your position, but you will not be able to edit them (your manager/administrator can do so). - Step 6 of 6
Documents - Here, you can access any documents which your employer has uploaded for you. These may include any payslips, FS3s, FS4, contracts, etc.
Requesting Leave
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Step 1 of 5
Requesting Leave is a very simple process on Talexio. On your account, your administrator has added you Leave Entitlements. From that balance you can request leave. The simplest way for you to request leave, is select + Book Leave from one of the 2 locations on your Dashboard. - Step 2 of 5
This will open your Leave Request dialog for you to add the details of your leave. - Step 3 of 5
After completing those details and clicking Add Leave you will see a confirmation dialog to confirm all the details are correct or add more leave dates. - Step 4 of 5
When you click Book Leave, the request will then be sent to an approver, someone who has been given permission to grant or deny your leave request. You will see a message on the screen to confirm this. - Step 5 of 5
Your Leave Requests will be shown on your dashboard, with the statuses of either "Pending Approval" or "Approved". When the request is approved, you balance will be deducted automatically.
Now you are ready to use your Talexio account. Feel free to explore the other areas available to you through you permissions. Should you need any information on different areas of the Talexio, you can refer to your System Administrator or refer to our Help Centre articles for guidance.
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