Getting Started

CHECKLIST FOR LAUNCHING THE EXECTRAS EMPLOYEE PORTAL TO YOUR EMPLOYEES
Learn how to add your employees, send out their account access and get connected to your Business Services & Employee Perks!

Add Employees
Send Employee Account Access
Access Exectras Business Services 
Access Exectras Employee Benefits

Exectras Business Services

We encourage you to take advantage of all the heavily discounted Business Services available as part of the Exectras Program: 

Exectras Employee Benefits

We encourage you to take advantage of all the incredible Employee Benefits available as part of the Exectras Program: 

Profile

THINGS TO DO TO BUILD OUT YOUR PERSONAL PROFILE
Complete your Profile
Upload a Profile Photo
Fill in your Personal Bio 
Change Your Password
​Turn on Email Notifications
​Check out your Total Reward Statement
View Notifications / View Archived Notifications

Employee Wellness

How do I see what Challenges are available to me?
How do I start a Challenge?
How do I invite coworkers to participate in a Challenge with me?
How do I participate in a Challenge? 
How do I leave a Challenge?
How do I start a Program?
How do I participate in a Program I've joined?

Exectras Premium

Are you looking for affordable employee management tools to help with employee admin, time off tracking, and more?
Learn more about Exectras Premium and how to unlock these features in your myExectras Portal here.

Track Time Off

REQUEST & TRACK VACATION DAYS, PTO, SICK DAYS, & MORE!
Did you know an average employee takes up to three days of unreported PTO per year when organizations have poor tracking capabilities? Ouch.
Stop using spreadsheets! You can easily and accurately track time-off requests, approvals, and time taken. Employees have the self-service option of checking their time off balances themselves instead of contacting you.
Admin Side:
Set Time Off (Vacation/Sick Days, etc) for an Employee
Add/Edit Employee Time Off Settings 
Approve Employee Time Off Requests
Subscribe to Company Time Off Calendar
​
Employee Side:​
​How Employees Request Time Off 
How Employees Check Vacation & Time Off Balances 
Add Banked Time / Time in Lieu / Comp Time
Request to use Banked Time / Time in Lieu / Comp Time

Manage Employees 

EXPLORE THE PEOPLE SECTION
This is where you can access individual employee profiles or send messages, texts, or account access.
Add Employees (individually or as a group)
Edit Employee Profile Information 
Archive or Delete an Employee
View Employee's Total Reward Statement
View Employee's Compensation History
Add Time Off (ie Vacation, Sick Days, etc) on Behalf of an Employee
Manage or Approve Employee's Time Off Requests
Upload a file to an Employee's Profile
Edit Employee Workday Hours
View/Edit Employee Qualifications or Certifications
Set Time Off (Vacation/Sick Days, etc) for an Employee
View Organization Chart
Edit Organization Chart
​How do I know if account credentials have been sent to an employee?
How do I know if an employee has logged in?
How do I know if an employee has updated their initial account password?
How do I know if an employee has email notifications turned on?
How do I know if an employee has text notifications turned on?
How do I know when an employee has last logged in?

Assets & Allowances

TRACK & MANAGE ASSETS & ALLOWANCES
You can create a catalogue of company assets and allowances and then provision them to your employees. Assets & Allowances are included in your employee's Total Reward Statement so they can better understand the value they receive as an employee.
Add/Edit a Company Asset or Allowance
Assign a Company Asset to an Employee
Assign a Company Allowance to an Employee
Edit or Delete a Company Asset or Allowance

Send Notifications

COMMUNICATE WITH YOUR EMPLOYEES
Send messages, texts, or account access.
Send a Message (Email)
Send a Text
​Send Account Access (username and password)
​Subscribe to Event Calendar
​Subscribe to Time Off Calendar

Events

MANAGE COMPANY EVENTS
Events can sync to everyone's personal calendar.
Create an Event
View Events
Edit or Delete an Event
Subscribe to Event Calendar
​Subscribe to Time Off Calendar

Documents & Policies

FEATURE IMPORTANT DOCUMENTS
You can feature important documents like policies or other onboarding documents and track employee digital signatures without piles of paper and time spent tracking people down.
Upload a Document
Feature a Document for an Individual, Group or All Employees
Feature a Document for New Hires (Onboarding)
View Digital Signatures for a Document
Edit or Delete a Document

Performance

MANAGE GOAL-SETTING, CHECK-INS, & REVIEWS
We make it simple for you to help your employees understand business, team and individual goals and track their performance on those goals. The system provides the capability for supervisors and employees to participate in the entire process – from goal setting and regular check-ins to performance reviews.

Send reminders with specific due dates, notifications on changes in goals, and store any other performance related documentation or notes.
Create a Performance Review Template (Goal-Setting, Check-Ins, Reviews)
Duplicate a Performance Review
Assign a Performance Review

Reports

CREATE REPORTS WITH A CLICK
Gain insights into the important aspects of your company, from attendance and absenteeism, employee costs, to employee management and company performance.
View Time Off Reports (Vacation Days, Sick Days, etc)
Compare Salaries
View Timesheet Breakdowns
Overview of Performance Summary
Report on Demographics
View Training 
View Report of System Notifications
​View Report of Text Notifications

Recruitment

TRACK & MANAGE RECRUITS
Save candidate resumes and interview notes. You can tag applicants to identify them for future job opportunities.
Add a Job Profile
Add a New Recruit
Search Recruits

Company Settings

SETTINGS
We have started you out with default Settings. See below what options you have to allow you to customize the software to suit the specific needs and unique structure of your company.
Edit your Company's General Settings
Set up your Company Permissions
Edit the Onboarding Checklist for New Hires
Edit your System Tags (Drop Down Menu Options)
Edit your Welcome Message
Edit your Onboarding Message
EXPLORE YOUR BATCH TOOLS
Batch Tools allow you to access specific information for each employee to easily and efficiently enter information or make changes for all of your employees in one step.
Add/Archive Employees 
Add/Edit Employee Salaries 
Add/Edit Employee Benefits
Approve Employee Time Off Requests
Add/Edit Employee's Employment Information
Add/Edit Employee Time Off Settings 
Time Off Adjustments
DOWNLOAD THE EXECTRAS APP!