You can create new employees at any time in the employee overview. There are currently three ways to add employees to our platform:
To add them manually, click on Employees in the top menu bar.
Now you can choose whether you want to create the employees manually, import them or connect HRIS.
1. create manually:
We require 4 mandatory details to create an employee in the profile. These are first name, surname, e-mail address and personnel number.
Additional / missing information can be added via the edit mode of the employee profile in order to obtain a complete employee profile. However, this information is optional and some of it can also be entered in the app by the employees themselves (e.g. date of birth).
2. Import employees
Do you already have your employees' data in an Excel overview? Perfect! Then you can upload it directly here.
Alternatively, you can download a template, fill it with your employees' data and upload it again.
As soon as you have uploaded your file, you can go to Step 02 via Next, where you can assign the fields in your file to the corresponding information: e.g. column A = first name, column B = surname, etc.
3. Connect HRIS:
If you use an HR platform, you can create an automatic sync via the Connect HRIS item. Simply follow the process in the platform and you will be guided through the individual steps.
If you have several company names that are created individually as clients in :pxtra but run via one and the same HR system, please let us know via cm@pxtra.de that you need the filter option so that we can set this up for you accordingly.
If you are not using Paychex Plus, select Other integration and click Next. You will now be asked which data we may read from your HR platform. The 4 mandatory data are important for us: First name, last name, e-mail address and personnel number.
We also recommend the leaving date. The background to this is that if a person leaves the company, we send an email 14 days before the leaving date to inform them that they will soon no longer have access to the app and that they may still need to back up data - e.g. vouchers that have not yet been (fully) used. As soon as the leaving date is reached, the person is set to former status, no longer has access to the app and the benefits are also terminated.
In the next step, you will receive an overview of the selected points where you can check and confirm your details.
You can now search for and select your HR platform using the search bar.
We have selected Personio as an example here. Before you have to make your first entry, you can access a connection guide that describes the entire process for creating an HR sync, including screenshots:
Once you have successfully completed the HR sync, your employees' data will be automatically transferred to our platform and you can continue with the budget and employee invitation process.