Talenox

Danial

Nicholas

Gordon Ng

Set up basic information, functions, features and managing users

Getting Started

Set up employee data. Create a new employee profile. Fast import via Google spreadsheet & upload with Microsoft Excel.

How to Add and Import Employees?

Invite users one-by-one or as a group. Mandatory requirement for employees to view payslip and apply leave.

How to Invite More Users

You can set working hours per week and working days per week for everyone in the company and for the individual employee.

Setting Up Working Days and Hours Per Week

Keeping track of job history and salary proration for salary increment and promotion for Singapore users.

Salary Increment and Promotion (Singapore)

Customise pay slips with your own company's logo.

Upload Company Logo for Payslips

Purpose of Hired/Resign Date versus Job Start/End Date fields in Talenox

What Is The Difference Between Hired Date/Job Start Date & Resign Date/Job End Date Fields?

Steps To Remove Sample Employee Profile

Steps to edit username, email address & password

How to Request a New Activation Email

What can your employees with user rights edit in their My Profiles

What Does the Limited Edit Access Allow You to Edit?

Managing Holiday Policy in Talenox

You created a working days setting and need to delete them

How to Delete Working Days under Working Days Settings?

If you have multiple Working Days and want to set one as the default option for all employees

How to Set Working Day as the Company Default?

First Time Users - Profiles

Process payroll, monthly & ad hoc payments

Process Payment For a Whole Month

Step to process semi-monthly / bi-monthly payroll in in Talenox

Process payment / payroll for twice a month

Recurring allowance. Monthly Payment/Deduction tab.

How to Add Monthly Allowance?

Yearly bonus. Ad Hoc Payment/Deduction tab.

How to Add Bonus?

Easily include or remove employees from a payroll batch

How To Add/Remove Employees from a Payment Batch

Deleting duplicate payroll payments processed in Talenox.

How To Delete Duplicate Payments

How to Edit An Existing Payment (Singapore)

Ensure that refreshed data is captured in payroll processing.

How To Re-process Payroll

Payment flow for generating and downloading bank file from Talenox.

How To Download Bank File (Singapore)

What is Value Date for the Bank File? Setting the correct Value Date and Pay Date for your employees.

Setting Bank File Value Date For Salary Disbursement

Learn how to generate, publish and export payslips. Setting a payslip pay date.

Steps To View, Publish and Download Payslips (Singapore)

Publishing backdated payslips. No notification emails.

How To Publish Payslips Without Notifications

How to speed up importing employees' payroll process. Update YTD amount.

Importing Payments to Talenox

How to Download / Export Yearly Reports

Unable to edit your payment because you have deleted an employee's profile?

Cannot Edit Payment after Deleting Employee Profile

Talenox now supports generating General Ledger (GL) reports

How to Download General Ledger Report

Select the format your employees will receive their payslips

Selecting Payslip formats in Accounts & Preferences

How to Delete Pay Items in your Payruns?

Enabling or disabling the computer generated footer message on your payslips.

Enable or Disable Footer Message on Payslips

Kenneth Yeow

First Time Users - Payroll

Viewing more detailed information on your leave balances.

How to View Leave Breakdown

Annual leave entitlement, leave grades, increment, proration, carried forward leave settings for Singapore users.

Easy setup of Annual Leave Policies (Singapore)

When your users cannot find Apply for Leave button in their Leave module.

Cannot find the “Apply for Leave” button in Leave Module

Allowing sick leaves to be applied before probation period has been completed.

How to Allow your Employees to Apply for Sick Leave Before Probation Period is Over?

Annual leave entitlement, leave grades, increment, proration, payroll(ADW), carried forward leave settings for Hong Kong users.

Easy setup of Annual Leave policies (Hong Kong)

Annual leave entitlement, leave grades, increment, proration, carried forward leave settings for Malaysia users.

Easy setup of Annual Leave policies (Malaysia)

Leave settings, required leave by law, custom leave types

Set Up Different Types of Leave

Upfront leaves. Accrued leaves. Calendar Year. Anniversary of employee's date of hire.

How to Choose the Correct Leave Entitlement and Period of Entitlement Settings?

Different leave entitlement for different groups of employees for Singapore users. Full-timers. Part-timers.

Set up Leave Grades (Singapore)

Approval structure, leave notification, assign approvers, activities calendar

Setting Up Leave Approval Structures and Assigning Users to Approve Leave

Approval structure. Leave notification. Assign approvers.

Steps to Determine Leave Applications Approval Order

Leave balance adjustment, add or deduct leave days

How to Individually Adjust Leave Balances for Employees?

Granting OIL (replacement time off, leave compensation, holiday replacement, custom time off). Viewing and managing expired/inactive OILs.

How to Set-up and Manage Off-In-Lieu (OIL)?

Submit leave, document upload, document attachment

Applying for leave with document attached?

Amending leave applications only applies to Pending and Rejected statuses only. Super Admin and Admin access.

Steps to Edit a Leave Application

Email leave application notifications and Google calendar sync name displays.

Leave Application Notifications & Google Calendar Sync

Toggling between dates would help users identify past and future leave entitlements

Toggle between Dates in Leave

Applying for leave but getting an error message of insufficient leave entitlement for an employee.

Insufficient Entitlement to Approve or Apply for Leaves

Disabling employees to edit the Working Days when applying leave

How to Disable the Working Days Edit in Employee's Leave Applications

Talenox offers flexible settings to manage leave applications and working days, especially around public holidays.

Managing Leave Applications and Working Days in Talenox (Including Public Holidays)

How carry forward is displayed in Talenox

Understanding Carry Forward Leave in Talenox

This guide shows how admins can modify leave types (preset or custom) in Talenox to match your leave policies.

How to Edit a Leave Type

Adjusting Leave Balances for Employees the First Time

How an employee’s leave balance is calculated, including the formula used for leave entitlement

How to Check Leave Balance Entitlement Formula?

Approving leave applications as a leave approver

Steps to Approve a Leave Application

First Time Users - Leave

Here's to help employees and approvers understand more about Talenox

Guide to Talenox Employee Apps

A user's view of the account. Hidden modules.

Does Your Employee See an Empty Dashboard After Logging In?

A user's view of the account. Updating profile, checking payslips and applying for leave

What Do Employees See Upon Login?

Cancellation of Leave Application

Employees

Managing access to different features and functions

Managing Access & Features Displayed to Users

3 types of access - Super Admin, Admin and User

What Access Rights Can Be Given to Users?

Update user email address for pending or activated user accounts

How To Change User Account Email

Adding Administrators and editing access rights

Assigning Administrators in Talenox

Steps to take when an employee leaves the company. Ensure that the employee does not contribute to active headcount.

What To Do When An Employee Resigns from the Company?

How automated user access removal works. When manual removal of user access is required. Remove Admin/Non-Employee access.

Do Resigned Employees Still Have Access to Talenox?

Administrators with billing access can update billing details and view invoices

Assigning Billing Administrators in Talenox

Creating Another Company

Managing and viewing access rights for multiple companies.

How to View Access Rights of All Your Companies as a Super Admin?

Managing Users

For users who want to experiment with a demo company in their Talenox account, independent of their currently registered company.

Creating a Demo Company

Finding out how to view/edit any tax form in Talenox under Step 2 of the tax form generation process

How To View/Edit Any Tax Form in Talenox

How to Change Username, Email and Password?

How To Set-Up Two-Factor Authentication (2FA)?

How to Change My Password?

Transferring Super Admin access to another employee in the company.

How to Transfer Account Ownership?

Quick guide on the features in the new Settings page.

Introducing the New Account & Preferences Page (Overview)

Jesslyn Phoon

Other Matters

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.