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How to Set Up Company Policy on Talenta

Article author
Learning Center Mekari
  • Updated

Here are the steps to set up Talenta for your company.

Important
For information that the set up process in some sections (such as related to Time Management, Payroll, etc.) needs further discussion with the activation team or support team so that no errors occur in the set up process.

1. Company 

  • In this menu, you will do company settings such as company information and also if you will use Talenta's Live Attendance feature. You have to activate the company menu first.
  • For the company menu setting guide, see here. 
  • In addition, in the company menu setting, you can add employment status, which can be accessed here. 

2. Attendance

  • In this menu, you will make company settings for creating shifts or employee schedules and then settings related to employee attendance locations (if using the Live Attendance feature).
  • The first thing to do, you need to set up a Schedule, for the guide can be accessed here. 
  • If you use an attendance machine and want to upload the data into Talenta, you need to set the data format from your attendance machine first, so that the data format can be read by Talenta, learn the guide here. 
  • Then if you use the Live Attendance feature, you need to set up Mobile Attendance, the guide can be accessed here. 
  • If you want to integrate your employee's attendance data with Talenta directly, you can connect it with Mekari Agent, the guide can be accessed here. 

3. Time Off

  • In this menu you will make company settings related to leave policies.
  • The first thing to do is to create a Time Off / Leave policy, for the guide can be accessed here. 
  • Then after you have finished uploading employee data, the next thing you need to do is assign employee leave, for the guide can be accessed here. 
  • Finally, you need to upload employee leave balances (this is done for the first time only) for the next year/period the employee balance will be automatically updated by the system. The guide can be accessed here. 

4. Overtime

  • In this menu, you will make company settings related to overtime policies.
  • The first thing that needs to be done is to manage the overtime policy applied to the company, for guidance can be accessed here. 

5. Payroll

  • In this menu, you will manage the company's payroll policy.
  • The first thing to do is to manage the company's payroll schedule policy, for the guide can be accessed here. 
  • Next, you need to set attendance and payroll period limits for each period, which you can see the guide here. Next, you need to set attendance and payroll period limits for each period, which you can see the guide here.
  • Besides that, in Talenta you can also add payroll components other than basic salary that will increase or decrease the employee's Take Home Pay, see the guide here.
  • In Talenta, you can also manage the access of information contained in the employee's Payslip Information, learn the guide here. 
  • In payroll calculations, usually every company has employees who have just joined in the middle of the period so that the employee's payroll will be calculated on a prorate basis. Learn the guide here.
  • In Talenta, you can also apply settings regarding the basic calculation of employee attendance data that will affect the employee payroll, learn the guide here.
  • You can also set the policy on THR calculation, where in Talenta the calculation is divided into 2, prorate days and months. Learn the guide here.
  • In addition, you can also implement a policy on leave compensation for employees who will be resigning, where the remaining annual leave balance can be cashed out. Learn the guidelines here.
  • If your company has more than one payroll period per month, you can learn the guidelines here.
  • In Talenta, you can also add resignation compensation for employees, such as severance, merit pay, and compensation pay, and you can also set up PKWT compensation that you want to apply in your company. Learn the guide here.

6. Reimbursement 

  • In this menu you will set the reimbursement policy in the company.
  • The guide can be accessed here.

7. Branch (If used)

  • In this menu you will make company settings related to company branch information.
  • The guide can be accessed here.

8. Organization Structure

  • In this menu you will make company settings related to Organisation/Department/Division in the company.
  • The guide can be accessed here. 

9. Job Level

  • In this menu you will make company settings related to Job levels in the company.
  • The guide can be accessed here. 

10. Job Position

  • In this menu you will make company settings related to the Position in the company.
  • The guide can be accessed here. 

11. Employment Status

  • In this menu, you can add employee status other than the default (Permanent Employee, Contract Employee, Internship) that has been prepared by Talenta.
  • The guide can be accessed here. 

12. Import Bulk Data Karyawan

  • After the setting process 1 - 11 is complete, then next you need to import employee data.
  • Before the import process is carried out, make sure all mandatory data in the employee data template has been completed.
  • For a guide to the employee data import process can be accessed here. 

13. Assign & Update Balance Time Off

  • After the employee data import process is successful, then you need to assign and update the leave balance of the employee.
  • For the guide can be seen in Point 3 (Time Off).

14. Approval Setting

  • In this menu you will make settings related to the approval flow of leave applications, data changes and others.
  • For the guide can be seen here. 

15. Invite Employee

  • After all the system settings and employee data upload processes have been completed, then you can continue with the employee invite process.
  • The guide can be seen here. 

16. Access Role

  • You can also manage the access roles given to each employee.
  • The guide can be seen here.