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Onboarding

New to Talexio? These articles will help you to get started using the system!

Step 1: Preparing your account

  • Welcome to Talexio!

  • Onboarding Assistant: Organisation Structure Data Upload File

  • Client Settings

  • Payroll Settings

  • Setting Company Bank Accounts on Talexio

Step 2: Master lists

  • Onboarding Assistant: Job Titles Data Upload File

  • Onboarding Assistant: Job Schedules Data Upload File

  • Onboarding Assistant: Benefits & Allowances Data Upload File

  • Onboarding Assistant: Cost Centre Data Upload File

Step 3: Employee data

  • Onboarding Assistant: Employee Data Upload File

  • Onboarding Assistant: Employee Benefits & Allowances Data Upload File

  • Onboarding Assistant: Employee Overtime & Basic Rates Data Upload File

Step 4: Leave data

  • Leave Types and their Settings

  • Employee Leave Entitlements

  • Leave Carried Forward and Leave Entitlements

  • Can I Book Leave in Bulk?

Step 5: Payroll data

  • Onboarding Assistant: Employee FS3 Data Upload File

  • Onboarding Assistant: Company FS5 Data Upload File

Step 7: Invite employees

  • Invite Employees to Access their Profile

Getting started as a new user

  • Introducing Talexio for Employees

  • Setting up Two Factor Authentication

  • Installing the Talexio app on Desktops and Mobile devices

  • How do I update my profile picture?

  • Updating Your Personal Details: A Quick Guide for Employees

  • Issues Logging in to Your Account

See all 8 articles

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