Product Guides

• Managing Client Access as a Payroll Service Provider

• People Standard Reports - Employee Permissions

• Viewing an Employee's Position History

• People Standard Reports - Perks

• HR Module Overview

• Main and Leave Calendars: A Quick Guide for Employees

See all 55 articles

• Checklists Reports

• Checklists Overview

• Checklist Templates

• Creating & Assigning Checklists

• Completing a Checklist

• Leave Schedule Filters

• Approving & Rejecting Leave Requests in Bulk

• Leave Module Overview

• Creating New Leave Types

• Additional Leave Type Permissions

• Friendly Leave Names

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• T&A Auto Approval Exceptions

• Time & Attendance Overview & Onboarding

• Enabling Time & Attendance for employees

• Shift Allowances

• Lateness Penalties

• Work Locations

See all 57 articles

• Journal Entries Report

• Payroll Module Overview

• Creating a Payroll and Adding Employees

• How are Basic Hours calculated?

• How is the Basic Amount calculated?

• How is the Basic Pay calculated when there's a change in Position History?

See all 66 articles

• Performance Management Overview & Onboarding

• Performance Management Objectives

• Performance Management Competencies

• How do I create an ad-hoc review?

• How do I create a Review Strategy?

• Competency Category Weighting

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• Training Management Qualification

• Training Module Overview & Onboarding

• Employee Qualifications & Competencies

• Creating a Training Course

• Scheduling Training Sessions

• Training Session Attendance

See all 8 articles

• Surveys Overview & Onboarding

• Step 1: Set up Details

• Step 2: Defining your Departments

• Step 3: Define your Filters

• Step 4: Adding your Participants

• Step 5: Adding your questions

See all 15 articles

• Time & Attendance Standard Reports

• Monthly Insights Snapshot Report

• Talexio Insights Overview

• Talexio Insights

• Permissions Overview

• Permissions: Access Levels Section

• Permissions: Employee Section

• Permissions: Permissions Section

• Permissions: Target Groups Section

• List of available permissions

See all 20 articles

• Template Document Placeholders

• Updating Talexio

• Banking Hours Client Settings

• Settings Overview

• Company Default Rates for Basic & Overtime Hours

• Daily Updates Email

See all 11 articles

• Adding Work Codes to a Punch Clock Device

• Required Information for Relocating Your Device

• How to push device clockings

• Device Specifications

• Talexio T&A Device Process & Requirements

• Setting up the devices

See all 16 articles

• Adding an Admin CDM User

• T&A Cloud Device Manager

• How to automatically remove Talexio terminated employees from a clocking device via CDM

• Export clockings from your CDM account

• Improved CDM capabilities