Quick Links

Scroll down the page or use one of the following quick links to skip to a new section below.
  • Find help to get started with your Onboarding (how to quickly add employees, set their time-off allocations, upload important company documents and send out system access to your employees).
  • Get help with your Company Set-Up (settings, permissions, onboarding, system tags, vacation approvals, time off settings)...
  • Get help with your Admin Dashboard (managing time off requests, making a personal vacation request)...
  • Get help with Employee Management (adding employees, editing employee profiles, setting up employee vacation/sick days, view the company org chart, archiving employees, etc)...
  • Get help with Assets & Allowances (adding, assigning, or editing assets and allowances)...
  • Get help with Recruitment (adding job profiles, adding new recruits, searching existing recruits)...
  • Get help with Events (adding, editing, viewing, subscribing to the time off calendar or events calendar)...
  • Get help with Plan Benefits (adding new benefits documentation)...
  • Get help with Documents (featuring documents for employees, new hires, setting up documents to require a signature)...
  • Get help with Reports (viewing a time off report, etc)...
  • Get help with Performance (how to create performance goals / check-in's / review templates, duplicating, assigning, etc)...
  • Get help with Communications (sending out a text or email notification)...
  • ​Get help with Batch Tools (adding/editing employee salaries, employee benefits information, vacations, employment profile information, bonuses, time off, adding employees)...

ONBOARDING EMPLOYEES

How do I use the Quick Add/Edit Employee Tool?
One of the first things to do as an administrator is add your employees.
If you currently have employees in the system, you will see a list of your employees here.
Otherwise, you'll use these tools to add the base information for each of your employees in order to create their account.
  1. Go to SETTINGS (gear icon in the top menu).
  2. Under Batch Tools, click on Employees.
  3. Enter the employee's first name, last name and email address.
  4. Click the + Employee button to add more employees.
  5. Click the Save Employees button to complete your upload of new employees.
​
Need more help? Contact support@myexectras.com
HOW DO I SET ALLOCATED VACATION/ SICK DAYS FOR AN EMPLOYEE?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the name of the person you want to add allocated vacation/sick days for.
  • Click into the EMPLOYMENT section.
  • Click on the green EDIT DETAILS button.
  • Scroll down to the TIME OFF section. This is a space to add data points for time-off accruals, including historical information to have the system generate various related reports.
  • Fill in Starting Values for all types of vacation that your company uses
    • ​These are the number of vacation days that the employee has remaining for the rest of the year.
  • Fill in the Accrual Rates
    • These are the number of days off that the employee earns in a year. If there is a maximum, enter the yearly maximum here. If there is no maximum, you can leave it blank.
    • Set the “As Of” date to the current date.
    • If the number of days off that the employee earns changes, do not change the original Accrual entry. Instead, press the purple +TIME OFF button to add another entry. Set the “As Of” date to the date that the employees time off amounts change. Change all of the amounts to the new values.
  • Click the purple SAVE EMPLOYEE button.

Need more help? Contact support@myexectras.com
How do I add Company Documents?
  • Click into your DOCUMENTS section.
  • Click the green + DOCUMENT button in the left menu box.
  • Fill in the name and description of the document.
    • Note: You have the toption to select that you would like to Feature it (this means it will show up on all your employees' dashboards).
    • You also have the option to select a date for the document to stop being featured.
  • Keep the Status set to "Active".
  • If you would like employees to sign off that they have read and received this document, toggle Electronic Signature to "Yes".
  • Use the drop-down menu if you want to select only specific employees to see the document (by default all employees can see a document).
  • Add any searchable tags you would like to associate with this document.
  • You can either type in the details of the document or upload an existing PDF.
  • Remember to SAVE DOCUMENT.

Need more help? Contact support@myexectras.com
How do I send out Employee Login Credentials?
  • Click on the HR/ EMPLOYEE MANAGEMENT or PEOPLE tab.
  • ​Click the purple SELECT button to select all staff or use the checkboxes to select individual staff.
  • Once selected, click the purple NOTIFY button and there will be 3 options: System Notification, Text Message, or Account Access. You want to select Account Access.
    • System Notification - This message will appear on their Dashboard under Notifications.
    • ​​Text Message - This message will be sent to their mobile phone.
    • Account Access - This message is for new employees so they can receive their username and password.
  • This is an automated message. You are not able to edit this message.
  • Click the purple Send System Access Notification button to send it.

Need more help? Contact support@myexectras.com

COMPANY SET UP

HOW DO I EDIT MY COMPANY'S GENERAL SETTINGS?
One of the first things to do as an administrator is customize your General Settings to better suit your organization. First, go to SETTINGS (gear tab) and stay in GENERAL SETTINGS. General Settings include the ability to:
  • Customize your Date & Time Settings.
  • Customize preferred Day Labels such as "Vacation Days", "Sick Days", "EDO", "Unpaid Leave", etc. Set up to 11 custom labels. Use the Enable toggle to turn the labels you don’t want to use to “No”. Choose if you want each vacation type to rollover into the new calendar year or not by toggling the Carry Over button.
  • Set a date to have the system force employees to update/confirm their profile information (optional). Use the calendar icon at the bottom of the page underneath “Effective Date” to do this.
  • Outline how Employee Benefits are provided including values and % of coverage for individuals, couples, and families.
  • Add any additional Employment Perks your employees receive such as a gym membership, etc.
  • Outline additional Paid Benefits such as EI, CPP, WCB, Stat holidays, etc.
  • Customize Roles in the system to match your organizational structure such as changing "Employee" to "Team Member", etc.
  • Make sure to press the purple SAVE SETTINGS button when you’re done.

Need more help? Contact support@myexectras.com
How do i set up company permissions?
We are happy to help you set up company permissions that fit you and your employees’ needs. Contact us at support@myexectras.com to get started!
how do i edit the onboarding checklist for new hires?
  • Click on SETTINGS (gear icon) in the main menu bar.
  • Click on the ONBOARDING tab.
  • Enter relevant details for onboarding a new employee.
  • If you want a new employee to see these instructions on their dashboard (when they first log in), toggle to YES.
  • Click the purple SAVE EMPLOYEE button.
​​​
​Need more help? Contact support@myexectras.com
HOW do i edit the system tags?
  • Click on the SETTINGS tab (gear shape) in the top menu.
  • Click on the SYSTEM TAGS tab.
  • To add a new tag:
    • Enter a new tag under the appropriate field (i.e., Divisions, Departments, Location, Projects, Event Types, etc.)
    • Click Enter/Return on your keyboard to set the new tag.
  • ​To remove a tag:
    • Click the X next to the tag you want to delete.
    • Click the purple SAVE SETTINGS button to save your changes.
​​
Need more help? Contact support@myexectras.com
how do i set up two-step vacation approvals?
  • When an employee makes a request for time off (i.e., vacation days), it will automatically notify the person that the employee reports to (this setting is in their Employment tab in their Employee Profile). It will also notify any Administrators in the company. 
    • ​The first to review the request can set the status to “Approved - Pending Review”.
    • A second manager/admin will need to set the status to "Approved" in order to finalize it.

Need more help? Contact support@myexectras.com
how do i set up employee time off?
  • Click on the SETTINGS tab (gear shape) in the top menu.
  • Stay on the "General Settings" tab and scroll down to "Day Labels". Here, you can select which types of days off you would and would not like to use by toggling the bar to "yes" or "no". You can also customize the name of each type of Time Off and add up to five new options.
  • After you have edited your day labels, scroll down, and click the purple SAVE SETTINGS button.
  • Next, click into your EMPLOYEE MANAGEMENT / PEOPLE section.
  • Click on the employee whose time off you want to edit.
  • Go to their EMPLOYMENT tab and click the green EDIT EMPLOYMENT button.
  • Scroll down to Time Off.
  • Under "Starting Values", enter the number of remaining days that they have for each Time Off category (from now until the end of the year).
  • Under "Accrual Rates", enter the number of days that they have total annually for each Time Off category.  Set the "As Of" to the current date, not the first day of the year. If the employee gets an increase in total vacation days, do not adjust their initial accrual rates. Instead, click the purple TIME OFF button and make a new entry under Accrual Rates. Set the "As Of" date to the date that this change occurs on.
  • Once you are finished editing their time off, scroll down and press the purple SAVE EMPLOYEE button

Need more help? Contact support@myexectras.com

ADMIN DASHBOARD

HOW DO I MANAGE/ APPROVE TIME OFF REQUESTS?
Step 1: View
  • ​When you log in, stay on your DASHBOARD
  • Under Notifications you will see all the vacation requests that have come in. 
  • As a manager, you will be able to click on the request link to view and approve or deny the request

Step 2: Approve or Deny
  • Once you have clicked on the request, you will be taken to a screen that shows all vacation requests from that employee.
  • Select the date(s) you would like to approve or deny.
  • Use the dropdown to mark the selected dates as:
    • Approved
    • Approved - Pending Review
    • Declined
    • Void
  • Both the manager above the employee who made the time-off request and Admin users are able to approve a vacation request.
  • ​If you are the first manager/admin to select "Approved - Pending Review", a second manager/admin will need to "Approve" the request in order to finalize it.
  • The Notes field is optional if you would like to add further explanation.
  • Click SAVE EMPLOYEE and the employee will be notified.

Need more help? Contact support@myexectras.com
HOW DO I MAKE A PERSONAL VACATION REQUEST?
  • On your DASHBOARD, click the REQUEST TIME OFF button to view your personal pending, approved or declined vacation requests.
  • Under the Request Time Off section, enter in the start date, end date, the type of time off, the number of hours, and any notes.
  • Click the SUBMIT TIME OFF button to notify your manager.
  • Your request will be marked as Pending until the manager above you approves or declines your request (you will be notified at this time).
  • Note: be sure to only select working days (don't include any weekends or holidays in your time off request).

Need more help? Contact support@myexectras.com

EMPLOYEE MANAGEMENT

HOW DO I ADD A NEW EMPLOYEE?
Step One: Add Employee
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Select the green + EMPLOYEE button on the left-hand menu.
  • Fill out the new employee's GENERAL details, such as:
    • ​Name
    • Email
    • Phone
    • Birthday
    • Gender
    • Account Type
    • Address
    • Emergency Contact
  • Save General details by clicking on the purple SAVE EMPLOYEE button.​
Step Two: Enter Employment Details
  • Click on the HR/ EMPLOYEE MANAGEMENT or PEOPLE tab. Click on the new employee’s name.
  • Go to their EMPLOYMENT tab
  • Click the green EDIT EMPLOYMENT button to fill out the new employee's employment details, such as:
    • Vacation details
    • Bonuses details
    • Salary details
      • For Part-Time employees, select "Hourly" under 'Period'. Enter the hourly wage and how many hours they work per week.
    • Benefits details
    • Start date
    • Who they report to
    • Position title
  • Scroll down and click the purple SAVE EMPLOYEE button.
  • Note: The dropdown options under Division, Department, and Location are customized by your company under Settings > System Tags. You can add or remove any of these options there.
Step Three: Notify New Employee of Account Access
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Select the new employee using the Select checkbox.
  • Click the purple NOTIFY button.
  • Select “Account Access” from the dropdown.
  • You have the option to customize this message by editing the content. Note: Do not edit any content in the code as this will generate the account information you just created.
  • Click the purple SEND SYSTEM ACCESS NOTIFICATION button for the employee to receive their username and password access.
​
Need more help? Contact support@myexectras.com
HOW DO I EDIT EMPLOYEE PROFILE DETAILS?
This could include logging any changes to benefits, employment perks, salary, who the person reports to, etc.
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the name of the employee you would like to update information for.
  • Click the EMPLOYMENT tab.
  • Click on the green EDIT EMPLOYMENT button.
  • Update any information such as:
    • Position
    • Division
    • Employment Type
    • Who they Report To
    • Employee #
    • Employment Start / End Date
    • Location
    • Benefits
    • Salary
    • Bonuses
    • Time Off Entitlement
  • Scroll down and click the purple button to SAVE EMPLOYEE.

Need more help? Contact support@myexectras.com
HOW DO I VIEW EMPLOYEE QUALIFICATIONS/ certifications?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the purple SEARCH QUALIFICATIONS button in the left-hand menu.
  • Use the drop-down menu to refine your search.
  • Click the purple SEARCH QUALIFICATIONS button.
  • Any qualifications/ certifications that match your search criteria will appear below.

Need more help? Contact support@myexectras.com
HOW DO I EDIT EMPLOYEE QUALIFICATIONS/ CERTIFICATIONS?
Outline all qualifications (B. Comm, CPA, etc.), training and certifications. Please note that any qualifications with an associated cost will be applied to the Total Rewards statement of this Employee.
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the NAME of the person you want to edit qualifications or certifications for.
  • Click on the QUALIFICATIONS tab.
  • Click on the green EDIT QUALIFICATIONS button.
  • Enter details:
    • Course Name / Training / Certification
    • Date
    • Expiry (if applicable)
    • Cost (if applicable)
  • Click the purple SAVE EMPLOYEE button.

Need more help? Contact support@myexectras.com
How dO I SET ALLOCATED VACATION/ SICK DAYS FOR AN EMPLOYEE?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the name of the person you want to add allocated vacation/sick days for.
  • Click into the EMPLOYMENT section.
  • Click on the green EDIT DETAILS button.
  • Scroll down to the TIME OFF section. This is a space to add data points for time-off accruals, including historical information to have the system generate various related reports.
  • Fill in Starting Values for all types of vacation that your company uses
    • ​These are the number of vacation days that the employee has remaining for the rest of the year.
  • Fill in the Accrual Rates
    • These are the number of days off that the employee earns in a year.
    • Set the “As Of” date to the current date.
    • If the number of days off that the employee earns changes, do not change the original Accrual entry. Instead, press the purple +TIME OFF button to add another entry. Set the “As Of” date to the date that the employees time off amounts change. Change all of the amounts to the new values.
  • Click the purple SAVE EMPLOYEE button.

Need more help? Contact support@myexectras.com
HOW DO I ADD VACATION, SICK DAys, or other time off for an employee?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click the name of the person you want to add vacation/sick days for.
  • Click on the VACATION tab.
  • In the REQUEST TIME OFF section, fill in the Time Off details:
    • Start/End date for the time off
    • Type
    • Number of hours
    • Notes (optional)
    • Click the purple + to add another day/set of days 
    • Note: Only select working days - do not include weekends or holidays in your employee’s time off request.​
  • Click SUBMIT TIME OFF REQUEST.
  • You will now see these entries in the TIME OFF section with the Status "Pending".
  • Select the day(s) you want to approve.
  • Under "Selected", select APPROVED from the drop-down menu.
  • Scroll down and SAVE EMPLOYEE.
  • The day(s) you just added are now approved for the employee.

Need more help? Contact support@myexectras.com
how do i upload a file into an employee's profile?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the name of the person you want to upload a file for.
  • Click into the ATTACHMENTS section.
  • Click on the CHOOSE FILE button.
  • Attach documents like resumes, cover letters, and letters of offer.
  • Click the purple SAVE EMPLOYEE button.
​
Need more help? Contact support@myexectras.com
how do i enter vaccination records for an employee?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the name of the person you want to add the vaccination records for.
  • ​Under the General tab, click on the green EDIT DETAILS button.
  • Scroll down to the Vaccination section.
  • ​Select the test type and date, and then upload a photo (optional).
  • ​Click the + RECORD button to add an additional entry.
  • Click the purple SAVE EMPLOYEE button.

Need more help? Contact support@myexectras.com
How do i approve vaccination records for an employee?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the name of the person you want to add the vaccination records for.
  • Under the General tab, click on the green EDIT DETAILS button.
  • Scroll down to the Vaccinations section.
  • Under Vaccination Status, select "Confirmed" from the drop-down menu.
  • Remember to SAVE EMPLOYEE.

Need more help? Contact support@myexectras.com
How do i promote/ give a title change to an existing employee?
  • Click on the HR/ EMPLOYEE MANAGEMENT or PEOPLE tab.
  • Click on the name of the employee that is getting a promotion/ title change.
  • Click on the green EDIT DETAILS button.
  • Update any applicable information (i.e., under Account Information there is a drop down for title changes (Account Type).
  • Scroll down and click the purple button to SAVE EMPLOYEE.
  • Click on the EMPLOYMENT tab at the top.
  • Click on the green EDIT EMPLOYMENT button.
  • All fields can be changed to set the new requirements.
  • Scroll down to bottom and click the purple button to SAVE EMPLOYEE.

Need more help? Contact support@myexectras.com
how do i view an employee's total rewards statement?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the name of the person you want to view the Total Reward Statement for.
  • Click on the COMPENSATION tab.
  • Click on the green VIEW TOTAL REWARDS STATEMENT button.
  • The default view will show you the total compensation so far this year.
  • Select past years from the COMPENSATION YEAR drop down and click the purple GENERATE button to view past data.
  • Toggle between DISPLAY YEAR PROJECTED & DISPLAY YEAR TO DATE views.

Need more help? Contact support@myexectras.com
How do i view the organization chart?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • ​On the left, click on the purple ORG CHART button.

Need more help? Contact support@myexectras.com
How do i edit the organization chart?
To make changes to who a person reports to: 
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the person's name that you want to adjust.
  • Click on their EMPLOYMENT tab.
  • ​Click the green EDIT EMPLOYMENT button.
  • Under REPORTS TO, select the correct name of who is above this employee from the drop-down.
    ​Scroll down and SAVE EMPLOYEE.

​Need more help? Contact support@myexectras.com
How do i archive/ delete an employee?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the name of the employee you would like to delete/archive.
  • Under the GENERAL tab, click on the green EDIT DETAILS button.
  • Under the Status heading, select ‘Archived’ or ‘Delete’. 
    • Choose ‘Archived’ if you would like any future access to this employee’s data.
    • Choose ‘Delete’ to remove the employee permanently.
  • Scroll down and SAVE EMPLOYEE.

Need more help? Contact support@myexectras.com
HOW DO i edit employee workday hours?
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the name of the person you want to edit workday hours for.
  • Click on their EMPLOYMENT tab.
  • Click the green EDIT EMPLOYMENT button.
  • Use the Hours in Day drop-down menu to select how many hours the employee works in a day.
  • Use the Employment Type drop-down menu to select the employee's type of employment.
  • Click the SAVE EMPLOYEE button.

Need more help? Contact support@myexectras.com

ASSETS AND ALLOWANCES

HOW DO I ADD or edit a company asset?
To Add Asset:
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click the green + ASSET button under Assets & Allowances in the left menu.
  • Enter all applicable information such as name, description, make, serial number, colour, status, valuation, amortization details.
  • Set the Status (Active or Archived).
  • Upload a photo if you have one.
  • Include any applicable searchable tags.
  • Remember to SAVE ASSET.

To Edit Asset:
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click the purple ACTIVE button under Assets & Allowances in the left menu.
  • Edit any applicable information such as name, description, make, serial number, colour, status, valuation, amortization details.
  • Set the Status (Active or Archived).
  • Upload a photo if you have one.
  • Include any applicable searchable tags.
  • Remember to SAVE ASSET.

​Need more help? Contact support@myexectras.com
how do i assign a company asset to an employee?
Step 1: Add Asset
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • ​Click the green + ASSET button under Assets & Allowances in the left menu.
  • Enter all applicable information such as name & description.
  • Set the Status (Active or Archived).
  • Upload a photo if you have one.
  • Include any applicable searchable tags.
  • ​Remember to SAVE ASSET.

​Step 2: Assign Asset to Employee
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the purple ACTIVE button under Assets & Allowances.
  • You'll see a searchable list of all active assets in your company.
  • Click on the name of the asset you want to assign to the employee.
  • You will see the Asset Details. Click on the PROVISIONING tab.
  • Use the drop-down menu to select an employee to assign it to.
  • ​Click the purple + to select additional employees.
  • Click SAVE ASSET.

Need more help? Contact support@myexectras.com
HOW DO I ASSIGN A COMPANY Allowance TO AN EMPLOYEE?
Step 1: Add Allowance
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click the green + ALLOWANCE button under Assets & Allowances in the left menu.
  • Enter all applicable information such as name & description.
  • Set the Status (Active or Archived).
  • Upload a photo if you have one.
  • Include any applicable searchable tags.
  • Click SAVE ALLOWANCE to save your allowance.

Step 2: Assign Allowance to Employee
  • Click into your HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click on the purple ACTIVE button under Assets & Allowances.
  • You'll see a searchable list of all active assets/ allowances in your company.
  • Click on the name of the allowance you want to assign to the employee.
  • You will see the Allowance Details. Click on the PROVISIONING tab.
  • Use the drop-down menu to select an employee to assign it to.
  • Click the purple + to select additional employees.
  • Click SAVE ALLOWANCE to save your allowance.

Need more help? Contact support@myexectras.com
how do i delete an asset or allowance?
  • Go to your HR/ EMPLOYEE MANAGEMENT or PEOPLE page.
  • ​Click on the purple ACTIVE button under Assets & Allowances in the left menu to display all active assets and allowances.
  • Click on the name of the asset or allowance you want to delete.
  • ​Select 'Archived' under the Status heading then click the purple SAVE ASSET or SAVE ALLOWANCE button.

Need more help? Contact support@myexectras.com

RECRUITMENT

HOW do i add a job profile?
  • Click into the HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • ​On the left, click the purple JOB PROFILES button.
  • Click the purple + JOB PROFILE button.
  • Select an existing template or create your own:
    • ​Edit Job Profile content
    • Name your Job Profile
    • ​Select if it is Active or Archived (or DELETE)
  • ​​Click the purple SAVE JOB PROFILE button.
​
Need more help? Contact support@myexectras.com
how do i add a new recruit?
  • Click into the HR/ EMPLOYEE MANAGEMENT or PEOPLE section.
  • Click the green + RECRUIT button in the left menu.
  • There are four sections you can fill in for each recruit:
    • Recruit Details: General Information, Mailing info, and Notes.
    • Searchable Tags: These are any tags you'd like to be able to search recruits by. Includes Potential Positions, Office Skills, Information Technology, and Design Skills.
    • Qualifications: Outline all qualifications (B. Comm, CPA, etc.), training, and certifications.
    • Attachments: Upload their Resume, Cover Letter, or Letter of Offer.
  • Remember to SAVE RECRUIT.

​Need more help? Contact support@myexectras.com

EVENTS

HOW DO I CREATE A NEW EVENT?
  • Click into the EVENTS tab.
  • Using the left-hand menu, click the green button to + EVENT.
  • Enter the description, date, and start time of the event.
  • In the Employees drop down you can select all or individuals to be invited and see the new event.
  • Click the purple SAVE EVENT button.
  • The employees that were invited to the event creation will see the notification on their dashboard and on their Events page.​​

​Need more help? Contact support@myexectras.com
HOW DO I VIEW ALL SCHEDULED EVENTS?
  • Click into your EVENTS section to view all scheduled events.
  • ​Click the purple CALENDAR button to view events in the calendar.
  • You can also subscribe to the calendar of events on iCal, Outlook, or Google Calendar.

Need more help? Contact support@myexectras.com
HOW DO I EDIT OR delete an event?
  • Click into your EVENTS section.
  • Click on the name of the event you want to edit or delete.
  • To delete the event, go to the Status drop-down menu and select ‘Archived’ or ‘Delete’.
    • ​Choose ‘Archived’ if you would like any future access to this event.
    • Choose ‘Delete’ to remove the event permanently.
  • ​Remember to SAVE EVENT.

​Need more help? Contact support@myexectras.com
how do i subscribe to the events calendar?
  • Click into your EVENTS section.
  • Click the orange EVENTS CALENDAR button on the left-hand side to subscribe to all company events such as birthdays, anniversaries, and staff meetings.
  • Click on the downloaded file.
  • Your default calendar application will automatically open.
  • Select which destination calendar you would like the events to show up on.

If you're having trouble syncing it, here are instructions for a few common calendars:
how do i subscribe to the time off calendar?
  • Click into your EVENTS section.
  • Click the orange TIMEOFF CALENDAR button on the left-hand side to subscribe to all company time off including vacation, personal days, EDO, and more.
  • Click on the downloaded file.
  • Your default calendar application will automatically open.
  • Select which destination calendar you would like the events to show up on.

If you're having trouble syncing it, here are instructions for a few common calendars:

PLAN BENEFITS

HOW DO I ADD a new benefits document?
  • Click into your DOCUMENTS section.
  • Click the green + DOCUMENT button in the left menu box.
  • Fill in the name and description of the benefits document.
  • Select if you would like to feature it (this means it will show up on all your employees' dashboard).
  • You also have the option to select a date for the document to stop being featured.
  • Keep the Status set to "Active".
  • If you would like employees to sign off that they have read and received this document, toggle Electronic Signature to "Yes".
  • Use the drop-down menu if you want to select only specific employees to see the document (by default all employees can see a document).
  • Add any searchable tags you would like to associate with this document (like "Benefits").
  • You can either type in the details of the document or upload an existing PDF.
  • Remember to SAVE DOCUMENT.

​Need more help? Contact support@myexectras.com

DOCUMENTS/ POLICIES

HOW do i feature a document/ policy?
  • Click into your DOCUMENTS section.
  • Click the green + DOCUMENT button in the left menu box.
  • Fill in the name and description of the document.
  • Select that you would like to Feature it (this means it will show up on all your employees' dashboards).
    • You also have the option to select a date for the document to stop being featured.
  • Keep the Status set to "Active".
  • If you would like employees to sign off that they have read and received this document, toggle Electronic Signature to "Yes".
  • Use the drop-down menu if you want to select only specific employees to see the document (by default all employees can see a document).
  • Add any searchable tags you would like to associate with this document.
  • You can either type in the details of the document or upload an existing PDF.
  • Remember to SAVE DOCUMENT.

Need more help? Contact support@myexectras.com
how do i feature a document for new hires?
  • Click into your DOCUMENTS section.
  • ​Click the green + DOCUMENT button in the left menu box.
  • Fill in the name and description of the document.
  • Select that you would like to Feature it (this means it will show up on all your employees' dashboards).
    • You also have the option to select a date for the document to stop being featured.
  • Keep the Status set to "Active".
  • If you would like employees to sign off that they have read and received this document, toggle Electronic Signature to "Yes".
  • Use the drop-down menu if you want to select only new hires to see the document (by default all employees can see a document).
  • Add any searchable tags you would like to associate with this document.
  • You can either type in the details of the document or upload an existing PDF.
  • ​Remember to SAVE DOCUMENT.

​Need more help? Contact support@myexectras.com
how do i view who has signed a document?
  • Go to the DOCUMENTS section
  • Click on the name of the document
  • Click on the SIGNATURES tab
  • This will give you a view of who has signed it and whose signatures are still required.

Need more help? Contact support@myexectras.com
how do i delete a document?
  • Click into your DOCUMENTS section.
  • Click on the name of the document you want to delete.
  • Under Status, select ‘Archived’ or ‘Delete’.
    • Choose ‘Archived’ if you would like any future access to this event.
    • Choose ‘Delete’ to remove the event permanently.
  • Remember to SAVE DOCUMENT.

Need more help? Contact support@myexectras.com

REPORTS

HOW do i view a time off report?
  • Click on the REPORTS tab.
  • ​Click the purple TIME OFF SUMMARY button on the left-hand menu
  • Select individual or multiple employees from the drop-down list.
  • Select your date range.
  • ​Click the purple GENERATE button.

Need more help? Contact support@myexectras.com

PERFORMANCE

How do i create a performance review?
Today, the focus of performance management is on employee development and succession planning. This means that performance management should include career pathing, skill building, engagement, and productivity.

Good managers provide on-going feedback and coaching to encourage their employees’ strengths. They offer continual comments of praise or correction over time. Feedback doesn’t end. It should be an ongoing cycle of encouragement or constructive input. Managers drive high performance through providing honest feedback, supporting their employees to learn, develop and grow, and providing opportunities for them to showcase their abilities.

​Performance reviews need to be tied to ongoing coaching, learning and development, recognition, and mentorship. A review with a plan forward does not lead to development and growth.

To create a performance review:
  • Click into the PERFORMANCE section.
  • Click on the purple TEMPLATES button in the left menu to view all the active employee performance templates in the system.
  • You can also create a new performance review.
    • There are four different types of reviews available (goals, check-in, review, or report). Click the purple + icon beside the type of review that you want to create.​
  • Click the green PRE-DEFINED button to help you get started.
  • Use the purple toggles to select whichever pre-defined options you want. Or use the purple SELECT ALL button to select them all at once.
  • Scroll down and click the purple ADD SELECTED TO TEMPLATE button.
  • Add any other necessary information including name and description.
  • Toggle Employee Response to "Yes" if you want the employee to respond to your performance review.
  • Click SAVE PERFORMANCE TEMPLATE.
  • Note: make sure all the Name, Description, Label, Weight, and Statement boxes are all filled out prior to saving.

Need more help? Contact support@myexectras.com
how do i assign a performance review?
  • Click the PERFORMANCE tab
  • Select the employee(s) that you want to assign performance reviews to. Use the toggle on the left-hand side of their name.
  • Click the purple PERFORMANCE button.
  • Use the drop-down menu to select what performance review you want to assign them.
  • Use the calendar icon to select the employee’s completion deadline.
  • Click the purple ASSIGN REVIEW button.
  • ​Note: Employees can edit their Performance Reviews right up until their supervisor has viewed and approved it.

Need more help? Contact support@myexectras.com
how do i duplicate a performance review template?
  • Click into the PERFORMANCE section.
    Click on the purple TEMPLATES button in the left menu to view all the active employee performance templates in the system.
  • Click on the template that you want to duplicate.
  • Slide the Duplicate Template toggle to "Yes".​
  • ​Scroll down and click SAVE PERFORMANCE TEMPLATE.
  • Click on the purple TEMPLATES button again and then select your duplicated performance template. It will have the same name as your original template with the word "duplicate" added.
  • You can now adjust the name and other details in order to customize it.
  • ​​Click SAVE PERFORMANCE TEMPLATE again.
  • Note: make sure all the Name, Description, Label, Weight, and Statement boxes are all filled out prior to saving.

Need more help? Contact support@myexectras.com

COMMUNICATIONS

How do i send a system notification (text or email)?
  • Click on the HR/ EMPLOYEE MANAGEMENT or PEOPLE tab.
  • ​Click the purple SELECT button to select all staff or use the checkboxes to select individual staff.
  • Once selected, click the purple NOTIFY button and there will be 3 options: System Notification, Text Message, or Account Access.
    • System Notification - This message will appear on their Dashboard under Notifications.
    • ​​Text Message - This message will be sent to their mobile phone.
    • Account Access - This message is for new employees so they can receive their username and password.
  • You will be prompted to fill in your message.
  • Click the purple button to send it.

Need more help? Contact support@myexectras.com

BATCH TOOLS

how do i batch add/ edit employee salaries?
  • Click on the SETTINGS tab (gear shape) in the top menu.
  • ​In the left Settings Menu, click on the purple SALARY button under Batch Tools.
  • If the "As of" date is the same for each employee, you can use the Default "As Of" date at the top.
  • For each employee, fill in the date (unless you use the default value date), salary, period (annual/hourly) and # of hours per week
  • ​Click the purple SAVE SALARIES button to save your changes.

Need more help? Contact support@myexectras.com
HOW DO I BATCH ADD/ EDIT EMPLOYEE benefit information?
  • Click on the SETTINGS tab (gear shape) in the top menu.
  • In the left Settings Menu, click on the purple BENEFITS button under Batch Tools.
  • For each employee, fill in the applicable information:
    • Package
    • Custom $ Annual
    • Custom % Annual
  • Click the purple SAVE BENEFITS button at the bottom of the page to save your changes.

Need more help? Contact support@myexectras.com
HOW DO I BATCH ADD/ EDIT EMPLOYEE vacations?
  • Click on the SETTINGS tab (gear shape) in the top menu.
  • ​In the left Settings Menu, click on the purple VACATION APPROVALS button under Batch Tools.
  • Use the checkboxes on the left to select all desired vacation requests.
  • Use the drop-down menu at the bottom of the page to mark all vacation requests as Pending, Approved - Pending Review, Approved, Declined, or Void.
    • Note: See "Set Up Two-Step Vacation Approvals" FAQ if selecting "Approved - Pending".
  • Type a note to selected employees if applicable.
  • ​Click the purple SAVE VACATION button to save your changes.
  • Click the green VIEW COMPANY VACATION button at the bottom of the page to see the total vacation hours for every employee within a selected time period.

​Need more help? Contact support@myexectras.com
HOW DO I BATCH ADD/ EDIT EMPLOYment information?
Click on the SETTINGS tab (gear shape) in the top menu.
  • ​In the left Settings Menu, click on the purple EMPLOYMENT button under Batch Tools.
  • Scroll to the employee(s) you want to edit.
  • You can edit employee position, employee number, employee start date, and employee end date using the text boxes.
  • You can edit employee reports to, division, department, location, and employment type using the drop-down menus.
  • ​Scroll to the bottom of the page, and click the purple SAVE EMPLOYMENT button to save your changes.
 
Need more help? Contact support@myexectras.com
how do i Batch add/ edit employee bonuses?
  • Click on the SETTINGS tab (gear shape) in the top menu.
  • In the left Settings Menu, click on the purple BONUS button under Batch Tools.
  • If the "As of" date is the same for each employee, you can use the Default "As Of" date at the top.
  • Scroll down to the employee(s) that you want to edit. For each employee, fill in the date (unless you used the default value date), bonus amount, and a label (optional).
  • Click the purple SAVE BONUSES button to save your changes.
​​
​Need more help? Contact support@myexectras.com​​
how do i batch/ edit employee time off?
  • Click on the SETTINGS tab (gear shape) in the top menu.
  • In the left Settings Menu, click on the purple TIMEOFF SETUP button under Batch Tools.
  • Scroll to the employee(s) you want to edit.
  • Edit their Starting Values to reflect the amount of each Time Off type that they have remaining for the rest of the year.
  • Edit their Accrual Rates to reflect the amount of time off that the employee earns annually.
  • Click the purple SAVE EMPLOYEE TIMEOFF button under said employee to save your changes.
  • Note: This tool will only save a single employee at a time. It will display a green "timeoff saved success" message after each successful save you make.
​
Need more help? Contact support@myexectras.com
How do i batch add employees?
  • Click on the SETTINGS tab (gear shape) in the top menu.
  • In the left Settings Menu, click on the purple EMPLOYEES button under Batch Tools.
  • Press the purple ‘+’ to add an employee and the purple ‘-’ to delete an employee.
  • Fill in each employee’s first name, last name, email, and account type.
  • Press the purple SAVE EMPLOYEES button when you’re finished.
  • Note: Go to your PEOPLE tab to add more information for the newly added employees.

Need more help? Contact support@myexectras.com