PersonaX-Lite Documentation

Generals

Persol PersonaX Lite

A Navigation Guide

Note

1. PersonaX Lite >> Company Selection Page

Step	Action
	The company and module selection page opens

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2. PersonaX Lite >> Select Company

Step	Action
(1)	Select a company from the dropdown list

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3. PersonaX Lite >> Navigation >> Onboarding Modal

Step	Action
	A modal pops up, prompting the user to complete the onboarding process for companies that have not already uploaded their organizational and employee details only

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4. PersonaX Lite >> Navigation >> Confirm Onboarding

Step	Action
(1)	Select 'OK' to begin the onboarding process or 'Cancel' to perform the onboarding later proceed to the module selection page

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5. PersonaX Lite >> Modules

Step	Action
	The modules that display vary depending on the application(s) purchased and the accessibility of the user
(1)	Select an module (The customer admin application is selected in this instance)
	The modules that display vary depending on the applications purchased and the access granted to the user. However, the customer admin app is a constant app that comes with any other application purchased

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6. PersonaX Lite >> Navigation Bar

Step	Action
	The main menus page of the selected application opens
(1)	The navigation bar located at the top of the page consists of a number of key features that run through all the applications in the suite

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7. PersonaX Lite >> Company Name Field

Step	Action
(1)	You may click on the company name field to select a different company and/or application

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8. Persol PersonaX Lite >> Keyword

Step	Action
(1)	Enter a keyword in the search box to search for a menu or sub menu under the selected application

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9. PersonaX Lite >> Translate

Step	Action
(1)	The translate icon can be selected to change the language

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10. PersonaX Lite >> Notification

Step	Action
(1)	All notifications pertaining to the account can be viewed here
	The notification count colour changes from blue to red whenever there is a new notification

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11. PersonaX Lite >> Profile Menu

Step	Action
(1)	Click on the dropdown icon for the profile menu items
	The ‘User Guide’ option is only available on the customer admin application

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12. PersonaX Lite >> User Profile Option

Step	Action
(1)	Select this option to view and edit the user profile

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13. PersonaX Lite >> Edit User Profile

Step	Action
	The user profile page opens
(1)	Click on the button to modify the user's details
	The username cannot be edited

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14. PersonaX Lite >> Profile Image

Step	Action
(1)	You may click on the button to select a profile photo
	Click on the button to save changes
	The profile photo must not exceed 2MB and must be in the format jpeg, png or jpg

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15. PersonaX Lite >> Homepage >> User Profile Tile

Step	Action
(1)	The added user profile photo displays in the user profile tile

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16. PersonaX Customer Admin Lite >>Company Profile Option

Step	Action
(1)	To view or edit the company's details, click on company profile

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17. PersonaX Customer Admin Lite >> Homepage >> Company Profile

Step	Action
	The company's profile page opens
(1)	You may click on the icon to edit the company details
	Click on the button to save changes
	The logo to be uploaded must not exceed 2MB and must be in the format jpeg, png or jpg

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18. PersonaX Customer Admin Lite >> Company Logo

Step	Action
(1)	The uploaded company logo displays here

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19. PersonaX Lite >> Homepage

Step	Action
(1)	To view the sub menus of a menu, select a tile

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20. PersonaX Lite >> Main Menus Page Button

Step	Action
	The sub menus page displays
(1)	You may click on the ‘Main Menus Page’ button to return to the main menus page

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21. PersonaX Customer Admin Lite >> Sub Menus

Step	Action
(1)	Select a sub menu
	The ‘Earning’ tile is selected in this instance

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22. PersonaX Lite >> Left Pane

Step	Action
(1)	Access the main menu items by clicking on the dropdown icon
(2)	All the sub menus of the selected menu item can be found on the left pane

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23. PersonaX Lite >> Grid

Step	Action
	Records belonging to the selected sub menu display in the grid area (if any)
	The grid contains a search field to search for a record

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24. PersonaX Lite >> Edit Icon

Step	Action
	The 'Action' header of every sub menu consists of commands
(1)	Modify the details of the record by clicking on the edit icon

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25. PersonaX Lite >> Delete Icon

Step	Action
(1)	You may click on the delete icon to delete a record

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26. PersonaX Lite >> View Icon

Step	Action
(1)	In some instances where the grid does not display all the details of the record, you may click on the view icon for all details

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27. PersonaX Lite >> Row Limiter

Step	Action
(1)	You may click on the row limiter to regulate the max number of records displaying in the grid at a time

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28. PersonaX Lite >> Entries

Step	Action
	The number of records displaying against the total number of records available displays at the bottom of the page

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29. PersonaX Lite >> Next/Previous Buttons

Step	Action
	You may click on the ‘Previous’ or ‘Next’ buttons to move through the pages

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30. PersonaX Lite >> Help Icon

Step	Action
(1)	A user manual can be accessed by clicking on the help icon on the customer admin

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31. PersonaX Lite >> Company Logo

Step	Action
(1)	You may click on the company logo to return to the main menus page

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32. PersonaX Lite >> Log Out

Step	Action
(1)	Select the ‘Log Out’ option to log out of the application

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PersonaX Marketplace

Account Creation & License Acquisition Process

Note

1. PersonaX Marketplace >> Homepage

Step	Action
	Access the PersonaX marketplace homepage via the URL: https://demo.persol-apps.com/persol-personaX-marketplace
(1)	On the PersonaX Marketplace homepage, click on the button

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2. PersonaX Marketplace >> Login Page

Step	Action
	The account creation/ login page opens
(1)	To create a new account, click on the button

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3. PersonaX Marketplace >> Account Creation >> Account Info >> Names

Step	Action
(1)	On the account creation page, enter your first name
(2)	Provide your last name
	All required fields are marked with an asterisk *

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4. PersonaX Marketplace >> Account Creation >> Account Info >> Account Name

Step	Action
(1)	Enter the account name
(2)	Provide your phone number in the field

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5. PersonaX Marketplace >> Account Creation >> Account Info >> Next

Step	Action
(1)	Click on the button to move to the next page

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6. PersonaX Marketplace >> Account Creation >> Login Info >>Email Address

Step	Action
	The 'Login Info' page opens
	All fields on this form are required. Hence marked with an asterisk *
(1)	Enter your email address

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7. PersonaX Marketplace >> Account Creation >> Login Info >> Password

Step	Action
	Enter your password for the account
(1)	Confirm your password

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8. PersonaX Marketplace >> Account Creation >> Login Info >> Create Account

Step	Action
	You may click on the 'Prev' button to return to the previous page
(1)	Click on the 'Create Account' button
	An email is sent to the email address provided after successfully creating the account

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9. PersonaX Marketplace >> Buy New License >> License & Pricing

Step	Action
	The 'Buy New License' page displays after creating account. All fields on this form are required. Hence, marked with an asterisk *
(1)	Select a license type
	You can click here to view the features of each license

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10. PersonaX Marketplace >> Buy New License >> License & Pricing >> Application

Step	Action
(1)	Check the boxes of the applications to be purchased

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11. PersonaX Marketplace >> Buy New License >> License & Pricing >> Primary Users

Step	Action
(1)	Enter the number of primary users to have access to the application

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12. PersonaX Marketplace >> Buy New License >> License & Pricing >> Employees

Step	Action
(1)	Enter the number of employees to be onboarded onto the application

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13. PersonaX Marketplace >> Buy New License >> License & Pricing >> Billing

Step	Action
(1)	Select a billing frequency from the dropdown options

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14. PersonaX Payroll Lite >> General Setup Guide >> Earning >> Notification

Step	Action
(1)	You may select a support package type from the dropdown list (optional)
	Click here to view the features of each support package

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15. PersonaX Marketplace >> Buy New License >> License & Pricing >> Order Summary

Step	Action
	The order summary (amount) calculates and displays based on the license selected, number of applications checked, and values inputted

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16. PersonaX Marketplace >> Buy New License >> License & Pricing >> Company Info Button

Step	Action
(1)	Click on the button to move to the Company Info page

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17. PersonaX Marketplace >> Buy New License >> Company Info >> Legal Name

Step	Action
	The 'Company Info' page opens
(1)	Enter the company's legal name

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18. PersonaX Marketplace >> Buy New License >> Company Info >> Other Info

Step	Action
(1)	Enter the company's information in the fields provided
	All required fields are marked with an asterisk *

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19. PersonaX Marketplace >> Buy New License >> Company Info >> Admin User Button

Step	Action
(1)	Click on the button to move to the Admin User Info page

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20. PersonaX Marketplace >> Buy New License >> Primary/ Admin User >> Admin User Info

Step	Action
(1)	Provide the Primary User's details
	All required fields are marked with an asterisk *

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21. PersonaX Marketplace >> Buy New License >> Primary/ Admin User >> Order Details Button

Step	Action
(1)	Click on the button to view the full order details

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22. PersonaX Payroll Lite >> General Setup Guide >> Deduction >> Add button

Step	Action
	The details of the selected license display, showing the total amount to be paid
(1)	CClick on the 'sign up' button to continue process

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23. PersonaX Marketplace >> Buy New License >> User License Agreement >> Endorse Agreement

Step	Action
	The user license agreement page opens. Kindly read through agreement carefully
(1)	Check the box to endorse agreement after reading through

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24. PersonaX Marketplace >> Buy New License >> Order >> Sign Up

Step	Action
(1)	Click on the button again to sign up

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25. PersonaX Marketplace >> Buy New License >> Sign Up >> Logout

Step	Action
	A congratulatory message page displays after a successful sign up
(1)	You may click here to log out of the marketplace

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26. PersonaX Marketplace >> Buy New License >> Sign Up >> Go To Account

Step	Action
(1)	Click on the button to go to your account

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27. PersonaX Marketplace >> Account >> Licenses >> Transaction History

Step	Action
	The account page opens showing all licenses in the transaction history grid
	You may access your personal and company information from the left pane

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28. PersonaX Marketplace >> Account >> Licenses >> View More

Step	Action
(1)	To make payment for a license, click on 'View More'

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29. PersonaX Payroll Lite >> General Setup Guide >> Loan >> Yes/ No

Step	Action
	A modal opens showing the license details
(1)	Click on the button, after which the user redirected to the payment platform
	After successful payment has been made, a receipt will be sent to the user’s mail and the payment status will change to ‘Paid’

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