REGISTRATION AND ENROLLMENT
Once all the steps are completed, click on Login to the portal and go live with the application.


Empxtrack is committed to protecting the complete privacy and security of your employee data. We take full precautions in managing your data and follow stringent security guidelines in accessing data. It does not matter whether you are using Empxtrack Free products or an advanced purchased edition. We take the same level of care in managing your data.
Refer to the following:
Privacy Policy Terms of Service
- Self services: Purchased version of free trial to get additional licenses, advanced features and additional paid products
- Through sales teams
In the second option, you get an enterprise level HR product with a dedicated team, project manager and options for significant customizations.
Note: ADP customers can purchase Empxtrack from ADP marketplace by following the procedure mentioned here.
Empxtrack will provide you full customer support. A dedicated account manager will be provided to you who will look into the implementation process and assist you thereafter.
GENERAL

Under the General Settings section, click on the Company Settings link. Now add the company logo, currency, address and phone number. Some of this information may be required in reports.
Note: The default size supported for the logo is 125 x 60 pixels and gif, jpeg and png files formats are supported. The maximum size allowed for the company logo is 1024 kb.
Learn more about setup company information
This functionality allows users to set all application parameters related to time and date. Specify the date format, starting date for week, time zone, financial year, time period and holiday or leave period.
Financial year is useful for activities such as payroll, expenses, travel, joining and exits and time period is important for all other activities such as Performance Management, Goal sheets, Timesheets, Training calendar, Manpower planning and various reports and filters.
Learn more about time settings
- Through tabs given on the homepage: Click on a specific tab to perform a required task.
- Through Role and features menu: Click on the current role or Role and features menu from Quick access icons. View the menu that appears with multiple options and click on any link to carry out a specific task.
To update the HR manager, you need to use the Configure groups and roles functionality.
Groups are a collection of employees in one common set, such that these groups can be assigned roles for access authorizations.
Role specific groups allow you to create roles such as HR Manager or CEO and assign them to appropriate employees.
Notes:
1. This functionality is available only in the paid edition.
2. To change the HR Admin/Manager, go to Product Configurations. Under Employee Management, click the Setup HR admin link. Specify the name of the employee whom you want to provide HR admin rights and click Select employee.
Learn more about configure groups and roles
HR doesn’t need to ask the employee for their password, but instead can login by using the Masquerade functionality.
Either type “masquerade” on the search bar or go to Add, edit employee tab on the Homepage. Type name of the employee whose portal you want to access and click Masquerade.
Alternatively, click Product Configurations icon on the Homepage and go to Employee Management section. Click Masquerade link and perform the required action.
All actions performed by the HR admin are put on an audit trail for security.
Once HR is done they can click (x) sign on the Masquerade link and will be logged back into their login.
Watch a short video on how to masquerade as another employee
Empxtrack navigation is based on the Main menu, Search bar, Quick access icons, Employee menu, Product configurations icon, User role change option, Help, Widget menu, Table menu and Data Filter. These sections make it easy for the users to complete their tasks and navigate the application smoothly.
The engaging, user-friendly home page design of the various applications enables the user to quickly start using the product. One click access to most of the functionality reduces the turnaround time and speeds up the processes.
Learn more about navigation in Empxtrack
You can configure emails, once you complete the application setup by following the path: On the Homepage, click Product Configurations icon and click Employee Communication in the Employee Management section.
Send email to employees page appears. For the Select template field, select the option as Blank template. Write a customized message in the Email Content field, and click Preview email to view the format. Click Send.
- Go to the HR admin Homepage and click Add, edit employee tab.
- Click Add an employee and specify personal details of the employee.
- Select the checkbox labelled as Send a welcome email to employee once the record is added such that they can update the rest of their information.
- A notification will be received by the employee with login credentials.
- Go to the HR admin Homepage and click View employees tab.
- Under Portal Options, click Send emails on the left side.
- Select Welcome email from the Select template dropdown. Email will be sent to the employee with login credentials to access Empxtrack.
Running Payroll
The free offering includes Employee database (HRIS), India Payroll, Attendance, Leave, Workflows and Configurable reports. The functionalities are available for employees and HR Admin. You also get a self services portal with employee login, company directory, company policy documents, calendar and social feeds. Some of the features are :
- Quick and easy setup
- Employee database
- Multiple salary structures for different employee groups
- Configurable salary heads
- Investment declaration based on new and old tax regime
- Availability of ESIC, PF, PT, LWF
- Downloadable calculated salary
- Multiple statutory reports and payslip formats
- Comprehensive, configurable payroll reports
- Arrear and full & final calculation for accurate salary disbursal
- Availability of bank reports
- Configuration options to configure payroll, attendance and leave rules etc
- Leave and attendance dashboards for quick analysis
- Ready-to-use email templates
Note: Upgrade your free application to process payroll for more than 25 employees and get advanced features with multiple configuration options. You also get additional free and paid products.
Enterprise product offers a completely customizable Payroll software
Learn more about Payroll Management using Empxtrack
- Upload company logo - Upload your company’s logo and answer a few questions.
- Setup Basic Settings - Setup new password and specify the time period.
- Add Employees - Fill in the employee information to create an employee profile.
- Select More Products - Choose more products of your choice at no cost to build your own HR software.
A pay period is the duration for which you pay a salary. Pay periods are typically Monthly, Fortnightly or Weekly. In India most companies pay salaries on a Monthly basis.
Empxtrack allows automatic generation of pay periods for each financial year once you specify the start date of the first pay period.
Note: Empxtrack Free Payroll offers only Monthly pay periods. Advanced versions of empxtrack allow weekly and biweekly pay periods as well.
Once the employee profile is created with basic details, employee is notified and they can fill in the remaining details.
Setting employee salaries is very easy in Empxtrack. On the Homepage, click on View employees tab and then click the employee name or photograph. Click View profile, go to Employment history section and Assign or modify salary.
Alternatively, you can go to the Payroll tab >> click Setup salaries for employees >> click Assign salary to employees under Actions dropdown. Specify monthly or annual salary for an employee. You can simultaneously set salaries for multiple employees by using Upload salary details for employees functionality on the page.
For ease of use and reporting, salaries are based on salary structures and the paid version of Empxtrack supports multiple salary structures with editable heads and capabilities to assign formula to salary heads.
Watch a video on how to setup Empxtrack Free Payroll for your organizationEmpxtrack Free Payroll uses the following steps while calculating employee salary
Days worked | Attendance rules and daily hours logged identifies the number of days an employee has worked Holidays, weekends and Leave are counted as paid days. Percentage of Salary to be Paid = Days Worked / Total days in month |
Out of salary payments | Any out of salary payments (such as commissions, arrears, loan returns etc.) are input by HR |
Eligible salary | Eligible salary = Percentage of salary to be paid * Employee monthly Salary + Out of salary payments |
Deductions | Deductions such as ESI, PF, TDS, Professional taxes are identified on the basis of location, investment declarations, and taxation rules |
Net salary calculations | Eligible salary - Deductions |
Paid and advanced version of empxtrack allows multiple configuration options, different rules for different kinds of employees and integrations with other modules for seamless calculation of Net salary.


Empxtrack Free Payroll offers all the necessary statutory reports that are required for payroll reporting and statutory compliance in India. You can read more about these reports with the associated help links.
Report Name | Help URL |
ESIC + PF ESIC is Employees state insurance corporation. The benefits given by the ESIC are in line with the conventions of Conventions of International Labor organization. It includes benefits like medical, sickness, diablement, benefits, etc. An employer deducts ESIC and PF contribution from employee’s income every month to meet statutory compliance. Each of these social security schemes has a specific percentage of contribution from employees and employer. | Generate ESIC |
Form 24Q Each employer is responsible to submit Form 24Q, a quarterly statement, to the income tax department. Form 24Q is used for preparing eTDS returns for TDS deducted on salary. This form is expected to be submitted on a quarterly basis with complete details on salaries paid to the employees and their tax deduction details for each month. | Generate Form 24Q |
Form 16 Form 16 is generated to certify details regarding an employee’s salary earned throughout the year and the deductions made. The deductions are paid to the government by the employer. Tax payers ought to use Form 16 for filing tax returns at the end of the financial year. | Generate Form 16 |
Empxtrack allows storage of exemptions and deductions mapping to the relevant sections of the Indian Income tax. These help in accurate calculations of Taxes deducted at source - a key responsibility of every employer.
The product also supports a workflow to allow HR to verify the employee declarations. Paid version of Empxtrack supports new and old income tax regimes.
Watch the video on how to configure payroll and setup investment declarations
Note: Empxtrack Free Payroll and HR software only allows HR to edit or modify declaration information.
All versions of Empxtrack support ESIC and PF deductions.
ESIC Deduction Rule: If an employer has more than 10 employees, the company must deduct ESIC from their employees’ salary based on the ESIC salary rules explained below. Deduction of ESIC is not mandatory for an employer with less than 10 employees.
Exception - Employers in Chandigarh and Maharashtra should have a minimum count of 20 employees instead of 10.
An employee having a monthly gross salary greater than and equal to Rs 21,000 is eligible for ESIC. Ideally, the ESIC deduction from employee salary is made on this formula Gross salary x 0.75/ 100. Employer contribution is Gross x 3.25/ 100.
PF Deduction Rule: If an employer has more than 10 employees, the company must deduct PF from their employees’ salary. Employee and employer contribution for provident fund is 12% of wages.
You can configure Company information to enable / disable PF and ESIC. Furthermore, Payroll >> employee preferences allows you to override ESIC and PF rules for individual employees.
Employee profile data contains a section called documents and Ids. A number of predefined ids such as bank account, PAN no, PF No, UAN No etc are available and you can specify details against these for each employee.
This data should be setup prior to running the payroll since these IDs are used in statutory reports and bank reports.
You can specify company bank account(s) details and for each employee specify IFSC code, account number and linked company bank account. This will allow you to generate bank reports for each company account and allow electronic transfers.
Watch a short video on how to apply for leave as an employee
If employees are not added in Empxtrack
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You can configure emails, once you complete the application setup by following the path: On the Homepage, click Product Configurations icon and click Employee Communication in the Employee Management section.
Send email to employees page appears. For the Select template field, select the option as Blank template. Write a customized message in the Email Content field, and click Preview email to view the format. Click Send.
You can also access Online help to get instructions.




Learn more about Moving from Free payroll to Paid Edition
Setup basic company information
Setup Empxtrack Free Payroll for Your Company
When you are in the Free Payroll and logged in as HR
- Configure the application by providing all information
- Once done, you are in the Empxtrack Free Payroll edition
Setup Empxtrack Free Payroll for Your Company
When you are using Empxtrack Free Payroll
- Click on the Upgrade button
- View free trials for additional products, buy additional employee licenses or advanced Payroll features
- Provide your credit card information. We capture payment information through RazorPayand Stripe, a globally acceptable and secure payment processor.
- Once purchase is verified, the system will automatically be upgraded to the purchased Empxtrack version
- Empxtrack team will provide required support to configure the product as per your needs
Some of the advanced features include support of formulae in salary structures, custom workflows for salary approval, custom payslip, unlimited API calls and webhooks, customization for tax calculations and arrears, option for varying weekends, auto leave credit mechanism, unlimited leave types, options to manage payments outside payroll and other income, payroll dashboards, additional statutory reports, and a lot more.
Besides, Empxtrack allows you to start using additional Empxtrack products such as Performance Appraisal, Exit management, 360 Feedback, Recruitment, Timesheet and more.
Employee management
- Add one employee at a time - On the Homepage, click Add, edit employee tab and then click Add an employee button. Specify the basic personal, employment and salary details in the specified format. Once the employee profile is created, remaining details can be filled later by employee or HR.
- Upload employee data using spreadsheet - On the Homepage, click Product Configurations icon
and click Employee data under Uploads section. On the Upload employee data page, download the sheet to identify the upload format. Fill in the employee data and upload the file. Map the fields for error free data upload and make sure you don’t change the columns of the downloaded file or the first row.
Notes: You can create 25 employee records in the free trial product. Upgrade your free trial to increase employee count beyond 25 employees
Watch the video to add employees in Empxtrack using both the methods
Upload mass employee data at once
Add employees one by one
Employees, HR and other roles can view and update employee data based on visibility, edit rights, role permissions and workflows.
To modify employee data, the user needs to access the Employee profile. Update the photograph, personal details (dependent, beneficiary, hobbies, languages and other information), employment details, contact details (address and phone number), education and certifications, experience, documents and IDs, and more.
Learn more about changing employee data by accessing employee profile
Paid versions of Empxtrack support configurable rules and permissions to give visibility and edit rights to different roles.
Empxtrack maintains a full audit-trail of all changes to employee data. Employee can view changes made to their profile once they are updated.
Career profile - This contains details of all transactions related to employees such as Leave, Manager notes, Promotions and Salary changes, Timesheets, Appraisals, Goalsheets, Trainings, Rewards, Disciplinary cases, Manager notes and so on.
Career profile of an employee is visible to various roles such as Manager, Head of department, Management and HR.
Empxtrack paid versions allow granular configurability in terms of visibility and access rights for each area of employee data and career profile.

To add an exited employee in the system, go to the application Homepage and click Add, edit employee tab. Click Add an employee button and again add basic details of the employee to create their profile again.
To get rejoin functionality, you can start using Exit Management that offers upto 2 free exits every year. Enroll and upgrade the application. The Enterprise version of Empxtrack gives you the option to rejoin the exited employee easily.
Empxtrack allows the HR and Managers to configure, run, download and save more than 100 reports. Multiple reports are available based on the product you are using. In addition, Empxtrack provides customizable reports and dashboards to map client requirements.
Some important considerations:
- The data available in a report is based on the selected role. For instance, a Manager will have access to a fewer number of employees in comparison to the Head of the department. An employee may have both these roles and based on the role selected, the data will change.
- An employee can have multiple roles. Refer to Empxtrack Navigation structure to understand how you can change a role. Employee visibility rules may also be dependent on roles and company policy.
- Each report may contain different parameters. Specify these parameters to generate reports with the correct data.
We restrict the amount of data displayed or downloaded while generating reports. You may need to apply filters to get the full data.
Empxtrack allows a directory view of employee data that displays all the employees in the organization with basic details (such as name, email, designation, location, mobile number and more, along with an option to view profile). Employees can quickly search for their colleagues by specifying their name in the search box.
This feature is available in all versions of Empxtrack, but configuration of company directory fields is supported in Paid versions only.
Attendance
Empxtrack supports multiple mechanisms to capture attendance and some of these are available in advanced versions only. The different options include
- Mark attendance, regularize attendance: Employees can mark their attendance daily by logging into empxtrack and capturing their start time and end time. Employees can regularize their attendance for a past day as well. Available in all versions of empxtrack. HR can also mark attendance for employees on a daily basis. Watch the video on how to mark and regularize attendance as an employee
- Upload of attendance data through CSV files: Available in paid version
- Integration with attendance devices: Automatic reading of attendance device input and integration. Paid version of Empxtrack supports integration. We support data from multiple devices
- API based integration: Enterprise version of empxtrack
Based on the attendance rules, holiday calendar, employee leave details, the attendance data translates to different kinds of statuses such as Present, Overtime, MisPunch, Undertime, Holiday, Leave and this is used in payroll processing.
Paid version of empxtrack supports significant customization and configuration options in comparison to the Empxtrack Free Trial version.
Empxtrack allows you to set up a holiday calendar and weekends for a given financial year. Watch the video to view stepwise instructions to setup weekend and holiday calendar
View the Self Services settings as HR Manager and select Set Weekends and Holiday calendar option. You can import pre-existing holidays for a region or set your own days.
On the attendance dashboard for an employee, you can mark a day as a holiday if the day is reserved as a holiday on the holiday calendar.
It is important to define holidays for a period prior to employees applying for leave or marking attendance since holidays are automatically copied over to the employee attendance.
Set up holiday calendar and configure weekends
Note: Advanced version of empxtrack allows holidays and weekends based on employee groups.
Employees can mark their own attendance or HR can mark their attendance. HR can go to the attendance dashboard for an employee and for a specific date Clear attendance, Mark holiday, Mark weekend, regularize attendance.
Based on the version of empxtrack you are using, there are many other options for marking attendance including API integration, attendance device integration and CSV file upload.
Watch a short video on how to mark and regularize attendance as an employee
If an employee works for 4 hours in a day and applies for half-day leave, they will be paid for the full day. If they do not apply for leave, the day worked will be 0.5 days and they will be paid for half a day.
Empxtrack uses days worked as a mechanism to calculate the effective salary of an employee.This helps in identification of half day, full day overtime and undertime work by the employee and helps in payroll preparation accordingly.
For mid period joinings and exits, the system automatically excludes the days prior to the joining date or the days after the exit date respectively.
The HR manager prior to processing the payroll can update attendance to accurately reflect the days worked.
Learn more about undertime calculation rules
Login to the system as an Employee and click Attendance from Homepage. Now click on the date for which you want to correct attendance and then on the Regularize attendance link. Input correct in-and-out time in the dialog box and submit it for approval.
Leave
Most organizations give a certain number of days to each employee for which they are paid even when they do not attend office. Such days are called Paid leave days.
Empxtrack allows employees to apply for leave and post approval, such days are counted as paid days.
Empxtrack allows unlimited leave types. Select the leave types applicable to your organization and set up rules for each leave type. Employees can apply for leave from the portal and these will come to HR admin for approval. HR can manually credit leave to employees or change the rules for both these leave types.
Enterprise product offers a completely customizable Leave management system.
HR managers can credit leave days to employees for different leave types. The leave days can be credited on monthly, quarterly, yearly basis i.e in the beginning of the month, quarter or year as per the policy of the organization.
HR managers can manually credit leave days to the employees or upload the leave credits. Watch the video on how to credit leave balance to employees in just a few clicks.
Schedulers are available to auto-credit leave to employees. Employees can avail Work from Home and Compensatory Off leave types.
Note: Upload leave credits, scheduler functionality and custom credit rules are available in the paid edition of the application.
Sometimes change in the leave policy of the organization for different leave types may lead the HR manager to make changes in respective leave rules. The “Configure leave rules” functionality is available to meet this purpose.
An HR Admin can configure Leave rules as per company requirements. On the application, under Product configurations, leave rules can be updated by the HR Admin.
Employee
Employees can raise leave requests for leave types applicable to them. Based on rules, employees can apply for a leave type based on the availability of leave balance. Watch the video on how to apply for leave as an employee
Leave application undergoes a pre-defined approval process, wherein the supervisor/ manager or HR manager approves the leave request. The leave approval process is defined in the configuration of each leave type.
Manager/ HR gives leave approval based on the availability. Once the leave is finalized by the HR manager attendance gets updated and the employee is eligible for a paid day on the day of the leave.
HR Manager
An HR or even the Manager can apply for leave on behalf of an employee. Usually, this is a practice when the employees are not computer savvy or do not have access to computers.
Sometimes, HR also has to exercise this option if someone reports sick and asks for a leave by calling the HR manager.
Watch the video on how a manager can view and manage leave of their team members
- Employees cannot apply for leave for a period for which payroll processing has started
- HR cannot apply for leave for an employee whose payroll calculation have been done
- Payroll processing cannot start if an employee has pending leave requests.
Based on leave configurations, leave applications may depend on minimum and maximum days, leave balance etc.
Identify the leave balance for employees by running the leave credit report. Go to manually credit leave and enter a negative value of the leave balance for each employee.
Example: If an employee has 10 days of leave credit, enter -10 for leave credit to make the balance 0
360 Degree Feedback
- Quick access and setup
- 360 feedback with 10 reviewers (1 self review, 3 seniors, 3 peers, 3 subordinates) at absolutely no cost
- Multiple workflows for reviewer list creation and approval
- Configurable questions and form attributes
- Configurable rating scale
- Employee self review to maintain transparency and awareness
- Multiple reviewers for a holistic feedback
- Configurable and customizable reports and dashboards
- Automatic reminders with ready to use email templates
Enterprise product offers a completely customizable 360 Feedback software
Learn more about Empxtrack 360 Feedback
- Upload company logo - Upload your company’s logo and answer a few questions.
- Setup Basic Settings - Setup new password and specify the time period.
- Add Employees - Fill in the employee information to create an employee profile.
- Select More Products - Choose more products of your choice at no cost to build your own HR software.
- Setup company logo, password and add employees to complete the initial application setup.
- HR Admin initiates the 360 feedback for an employee by creating a list of reviewers and specifying an employee name whose feedback needs to be initiated.
- The system automatically sends an email to each reviewer (including the person whose review is initiated) suggesting them to complete the review.
- All reviewers submit the feedback to HR Admin. Once the feedback is finalized, HR can view a summary report. View and download 360 reports with average ratings for each group, comparison of self vs others, hidden strengths and blind spots.
Empxtrack allows the HR Admin to edit individual reviews and modify the list of reviewers even when the feedback is initiated.

Empxtrack allows inclusion of external reviewers in the 360 review advanced version.
Paid version allows you to add external reviewers in the feedback process.
Once the feedback plan is initiated, a notification is sent to the employee to fill their self review.
- Feedback summary report - This report displays average rating and overall scores of all reviewers. You can also download the summary report.
- Review report - This report shows individual ratings provided by reviewers against each competency.
- Radar chart - A chart that displays scoring for all competencies in a graphical representation. It can be used to spot gaps between respondent groups.
- Feedback status dashboard - The dashboard shows the status of feedback in different states such as initiated, started, completed and ongoing.

The new questions would only show in the forms of the employees whose feedback gets initiated after the change of the questions.
- Add employees one by one - Enter basic details of one employee at a time and create an employee profile. Add employee details in the specified format to avoid errors.
- Upload employee data using CSV file in one go - Download sheet, fill details of multiple employees in the same format (to avoid errors) and upload it in the system.
Watch a short video on how to add employees in Empxtrack using both the methods
- Go to the HR admin Homepage and click Add, edit employee tab.
- Click Add an employee and specify personal details of the employee.
- Select the checkbox labelled as Send a welcome email to employee once the record is added such that they can update the rest of their information.
- A notification will be received by the employee with login credentials.
- Go to the HR admin Homepage and click View employees tab.
- Under Portal Options, click Send emails on the left side.
- Select Welcome email from the Select template dropdown. Email will be sent to the employee with login credentials to access Empxtrack.



The feedback form contains multiple attributes to review an employee. Respondents are required to give the rating for each attribute and submit the form.
Upgrade your free trial to get advanced configurations and customization options.
You can configure emails, once you complete the application setup by following the path: On the Homepage, click Product Configurations icon and click Employee Communication under the Employee Management section.
Send email to employees page appears. For the Select template field, select the option as Blank template. Write a customized message in the Email Content field, and click Preview email to view the format. Click Send.
Besides, Empxtrack allows you to purchase additional products such as Employee appraisal, Exit management, Leave, Attendance, India payroll, Applicant tracking, Timesheet and more.
Performance Appraisal
- Quick and easy setup
- Free Appraisals for upto 5 employees (with maximum 3 participants - employee, manager and HR)
- Three appraisal workflows to choose from (HR to manager, HR to employee to manager, and HR to employee to manager to HR)
- Optional self appraisal
- Goals creation in appraisal
- Multiple appraisal forms
- Configurable rating scale, competencies and help instructions
- Appraisal status dashboard to view progress
- Multiple full data reports and analytics
- Automatic reminders with ready to use email templates
Note: Upgrade to get additional appraisal licenses or advanced features (such as multiple appraisal plans, customizable workflows and approvals, customizations for 9-grid potential calculations etc.). You also get additional free and paid products.
Enterprise product offers a completely customizable performance appraisal system.
Learn more about Empxtrack Appraisal
- Upload company logo - Upload your company’s logo and answer a few questions.
- Setup Basic Settings - Setup new password and specify the time period.
- Add Employees - Fill in the employee information to create an employee profile.
- Select More Products - Choose more products of your choice at no cost to build your own HR software.

The flowchart shows the process when the selected appraisal workflow is Employee -> Manager -> HR Manager. You can even select the workflow as Employee to Manager, where manager closes the appraisal process.
Notes: (a) Depending upon the workflow selected by the HR manager, the number of steps in an appraisal process varies.
(b) Employee and Manager can add goals during the appraisal in the Goalsheet form to evaluate employee’s performance and achievements.
You can also access Online help to get instructions.
Whereas in the free appraisal product where you can conduct 5 free evaluations, the process involves 3 participants - Employee, Manager and the HR manager.
In Empxtrack offering, of 5 free appraisals, you will get 3 workflows that can be set at the initiation of the appraisal.
- 2 step appraisal - HR to Manager (where manager closes appraisal)
- 3 step appraisal - HR to Employee to Manager (where manager closes appraisal)
- 4 step appraisal - HR to Employee to Manager to HR (where HR finalizes appraisal)
In the Empxtrack Free Appraisal, configure Goalsheet, Competency and Submit forms, click Manage Rating to modify the rating type and options. You can configure how the ratings choices will show up in the form. There are multiple options available for rating and comments display.
The Manager can view these ratings and comments while carrying out employee appraisal. This helps in understanding how an employee perceives his or her own performance.
Participation of employees in their appraisal makes the entire process more transparent and meaningful.
Try Empxtrack with 5 free evaluations. The appraisal process is initiated by an HR Manager/ HR Admin (the person who has enrolled for the product). Watch a video on how to initiate appraisal for an employee.
Login to Empxtrack and complete the initial application setup by selecting a preferred workflow. Add employees in the application whose appraisal needs to be initiated. Once you start appraisal, select employees click Create appraisal for an employee. The system will create an appraisal for the selected employees, the workflow will start and notification for self appraisal will go to the employee (depending upon workflow).
Note: Empxtrack appraisal allows initiation of free appraisal for minimum 1 and maximum 5 employees.
Try Empxtrack with 5 free evaluations. Get one appraisal plan with multiple pre-configured appraisal forms that can be modified.
The free trial offers reports such as appraisal status, appraisal rating, appraisal scores. Paid version of Empxtrack offers multiple reports that includes competency cross tab report, self appraisal cross tab report etc. and supports multiple dashboards for faster analysis of appraisal data. It also allows schedulers to automatically send the reports in email.
- Managers and employees capture achievements against each goal.
- Ratings and comments are provided for each competency for fair evaluation.
- Add one by one - Enter basic details of one employee at a time and create an employee profile. Add employee details in the specified format to avoid errors.
- Upload employee data using CSV file in one go - Download CSV file format, fill details of multiple employees in the same format (to avoid errors) and upload it in the system.
Watch a video on how to add employees in Empxtrackusing both the methods
- Go to the HR admin Homepage and click Add, edit employee tab.
- Click Add an employee and specify personal details of the employee.
- Select the checkbox labelled as Send a welcome email to employee once the record is added such that they can update the rest of their information.
- A notification will be received by the employee with login credentials.
- Go to the HR admin Homepage and click View employees tab.
- Under Portal Options, click Send emails on the left side.
- Select Welcome email from the Select template dropdown. Email will be sent to the employee with login credentials to access Empxtrack.



You can configure emails, once you complete the application setup by following the path: On the Homepage, click Product Configurations icon and click Employee Communication in the Employee Management section.
Send email to employees page appears. For the Select template field, select the option as Blank template. Write a customized message in the Email Content field, and click Preview email to view the format. Click Send.
Besides, Empxtrack allows you to purchase additional Empxtrack products such as Employee portal and HRIS, Exit management, 360 Feedback and more.
Besides, Empxtrack allows you to start using additional Empxtrack products such as Exit management, 360 Feedback, Leave, Attendance, India Payroll, Applicant Tracking, Timesheet and more.
Exit Management
- Quick and easy setup
- Easy resignation capture for multiple roles-employee, manager and HR
- Department wise clearance for smooth and offboarding
- Exit survey and interview to solicit feedback from the leaver
- Communication with employees using pre-configured email templates
- Exit analytics to analyze exit reasons and take corrective actions
- Configurable reports and yearly exit dashboards
Enterprise product offers a completely customizable Exit Management software
Learn more about Empxtrack Exit Management
- Upload company logo - Upload your company’s logo and answer a few questions.
- Setup Basic Settings - Setup new password and specify the time period.
- Add Employees - Fill in the employee information to create an employee profile.
- Select More Products - Choose more products of your choice at no cost to build your own HR software.
- Add employees one by one - Enter basic details of one employee at a time and create an employee profile. Add employee details in the specified format to avoid errors.
- Upload employees using spreadsheet in one go - Download sheet, fill details of multiple employees in the same format (to avoid errors) and upload it in the system.
- On the Homepage, click on the Manage Exit tab
- Click Start exit process for an employee
- You can either add a new employee to the system or select an existing employee to initiate exit
- Specify mandatory details such as last working date, date of joining, type of exit and more
- Select the checkbox to send exit survey form to the exiting employee when the Exit is initiated
- Setup clearance managers by specifying the names
- Initiate the exit for the selected employee
- Go to the HR admin Homepage and click Add, edit employee tab.
- Click Add an employee and specify personal details of the employee.
- Select the checkbox labelled as Send a welcome email to employee once the record is added such that they can update the rest of their information.
- A notification will be received by the employee with login credentials.
- Go to the HR admin Homepage and click View employees tab.
- Under Portal Options, click Send emails on the left side.
- Select Welcome email from the Select template dropdown. Email will be sent to the employee with login credentials to access Empxtrack.
You can also access Online help to get instructions.

On the Homepage, go to Product configurations and click on the Employee communication link under the Employee Management section.
- Send email to employees - Select an existing email template or select None to write the message yourself. Select all the employees to whom you want to send the message and cc the email to selected employees.
Once the email is drafted, you can preview it and then send it. - Share password with employees - Go to Send password to employee tab. Select the employees and choose an option for the Password generation option field, and click Send password.
Once the HR manager receives clearance from all the departments, the employee is marked exited in the system.
Empxtrack allows you to set up different clearance types and associate them with clearance managers.
On the Homepage, go to Product configurations and click on the Employee communication link.
- Send email to employees - Select an existing email template or select None to write the message yourself. Select all the employees to whom you want to send the message and cc the email to selected employees.Once the email is drafted, you can preview it and then send it.
- Share password with employees - Go to Send password to employee tab. Select the employees and choose an option for the Password generation option field, and click the Send password button.

You can configure emails, once you complete the application setup by following the path: On the Homepage, click Product Configurations icon and click Employee Communication in the Employee Management section.
Send email to employees page appears. For the Select template field, select the option as Blank template. Write a customized message in the Email Content field, and click Preview email to view the format. Click Send.


Besides, Empxtrack allows you to start using additional Empxtrack products such as 360 Feedback, Performance Appraisal, Leave, Attendance, India Payroll, Applicant Tracking, Timesheet and more.
Employee Portal and HRIS
Get employee database (HRIS), leave, attendance along with Company Directory, Social Feed, Birthdays and Work Anniversary updates, Polls, Company Policy Documents, Search feature and Event Calendar. Some of the features are:
- Quick access and setup
- Functionalities available for employee, manager and the HR Admin
- Company directory and documents
- Calendar and social feed
- Chats and polls
- 360 pulse and suggestion capture
- Leave and attendance
- Configurable reports in multiple downloadable format
- Employee communication and letter generation
- Employee profile login
Enterprise product offers a completely customizable Employee Self Service Portal.
Learn more about Empxtrack HR Portal
- Upload company logo - Upload your company’s logo and answer a few questions.
- Setup Basic Settings - Setup new password and specify the time period.
- Add Employees - Fill in the employee information to create an employee profile.
- Select More Products - Choose more products of your choice at no cost to build your own HR software.
You can also access Online help by clicking on the following links:
Watch a short video on how to generate configurable reports in Empxtrack
Note: Advanced paid version of Empxtrack provides intuitive dashboards for quick analysis of employee data and allows schedulers to automatically send the reports in email.
- Add one by one - Enter basic details of one employee at a time and create an employee profile. Add employee details in the specified format to avoid errors.
- Upload employee data in one go - Download CSV file format, fill details of multiple employees in the same format (to avoid errors) and upload it in the system.
Watch a video on how to add employees in Empxtrack using both the methods
Watch a short video on how to add employees in Empxtrack

To configure fields for company directory, go to Product configurations and then click Company directory settings under Employee portal setup. You can add as many fields as you want to display in the directory.
Note: The free product does not provide a hierarchical view in the Company directory. Upgrade your free product to the advanced paid version of Empxtrack to avail this feature.
You can even check the availability of the attendees before putting them on the invitation list.
Note: Advanced paid version of Empxtrack provides Group based visibility of company documents.
- Go to the HR admin Homepage and click Add, edit employee tab.
- Click Add an employee and specify personal details of the employee.
- Select the checkbox labelled as Send a welcome email to employee once the record is added such that they can update the rest of their information.
- A notification will be received by the employee with login credentials.
- Go to the HR admin Homepage and click View employees tab.
- Under Portal Options, click Send emails on the left side.
- Select Welcome email from the Select template dropdown. Email will be sent to the employee with login credentials to access Empxtrack.


On the Homepage, go to HR Manager Tasks and click the Employee communication link:
- Send email to employees - Select an existing email template or select None to write the message yourself. Select all the employees to whom you want to send the message and cc the email to selected employees. Once the email is drafted, you can preview it and then send it.
- Share password with employees - Go to Send password to employee tab. Select the employees and choose an option for the Password generation option field, and click the Send password button.

You can configure emails, once you complete the application setup by following the path: On the Homepage, click Product Configurations icon and click Employee Communication in the Employee Management section.
Send email to employees page appears. For the Select template field, select the option as Blank template. Write a customized message in the Email Content field, and click Preview email to view the format. Click Send.

Besides, Empxtrack allows you to purchase additional Empxtrack products such as Exit management, Performance management, Recruitment and more.
Besides, Empxtrack allows you to start using additional Empxtrack products such as Exit management, Employee appraisal, 360 Feedback, Payroll, Applicant tracking, Timesheet and more.
Upgrade Empxtrack
This is time consuming and disheartening especially for SMBs. To mitigate your risk and give you a WoW experience, we offer various parts of the product - absolutely free.
Our goal is to give you complete control and we hope that once you trust us, you will give us many opportunities to serve you.
- Self services: what you are using currently and
- Through sales channels.
In the second option, you get an enterprise level HR product with a dedicated team, project manager and long terms contracts.
For example in the 360 feedback product, you may just want to buy ten 360 Feedbacks although 50 employees may be providing the feedback. In such a case, you will need to only pay for the 10 feedbacks and will be able to initiate ten 360 feedbacks.
Start for Free means that the product is free for the first offering whether it is usage based or employee count based. For additional purchases, you will have to pay on the basis of actual licenses.
For example, if you have started the Appraisal product for Free, then you will get the first 5 appraisals for free every year and post that, you will have to buy additional licenses.
For a usage based product such as Appraisal, we don't ask you to update employee licenses. You get the option to buy more Appraisals by clicking the Buy more button.
Alternatively, if you start with an employee count based product such as Payroll, we will not ask you to update employee licenses till you exceed the employee count. The only time we will ask you to Update employee licenses is when you buy another employee count based product or exceed the free count.
Let us explain to you with an example: If you have enrolled for an employee count based product like Employee Portal & HRIS, we will not bill you till you exceed the free count. So if there are 25 free licenses, and you upgrade to 30 employees, we will only bill you for the additional 5 employee licenses for the product you enrolled in. For additional employee count based products like Payroll, you will be billed for the entire 30 employees.
Once the employee licenses are increased to 30 for each product and you want to again reduce to the free count i.e. 25, the subscription for the Free product will be cancelled and you will be able to use it for the free count.



Empxtrack will provide you full customer support. A dedicated account manager will be provided to you who will look into the implementation process and assist you thereafter.