How to Get Started with ORGTraq

Congratulations! Your Account has been successfully created. Wondering how to get started?

Here is a step-by-step guide for you to get started with your new Account.

Step 1:

Complete your Account info & Define Business Units (Settings > Account Details > Account Settings).

Step 2:

Define Departments, Groups & Sub-Groups. (Settings > Master Settings > Departments & Groups)

Define Roles (Job Title). (Settings > Master Settings > Roles)

Define Skills. (Settings > Master Settings > Skills)

Define ID Types. (Settings > Master Settings > ID Types)

Add Holiday List. (Settings > Master Settings > Holidays)

Define Shift Zones. (Settings > Master Settings > Shift Zones)

Add Bank Accounts. (Settings > Master Settings > Bank Accounts)

Step 3:

Create Access Groups. Access Groups are basically the group where you define which modules the group should have access to. 

Later point in time when you assign an employee to an Access Group, They will have access only to the modules you have defined in the Access Group. (Settings > Access & Security > Access Groups).

Step 4:

If you want your employees to have access to ClockIn/ClockOut feature then you can define the allowed locations for ClockIn/ClockOut from here. (Settings > Access & Security > GEO Locations for ClockIn/Out).

Step 5:

Add your Employees with or without login Access. (Human Resources > Employee Management > Manage Staff).

Define Salary Settings (Human Resources > Employee Management > Salary Settings).