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Core HR
Core HR
How can I track or view all email notifications sent by the Zimyo system?
How to set the Hirable Status during resignation approval ?
How to Give or Change Super Admin Rights Access?
What if RM 1 does not respond to the request?
Employee
How to separate an employee ?
How do I configure mobile settings?
How to enable appraisal reminder notifications
How do I enable geo-fencing for employees?
Where can an admin configure the allowed number of days for creating employee records with past joining dates, and what does this setting control?
How do I set the radius for geo-fencing?
How can I download employee profile
How to Check All Changes Made to an Employee’s Profile
What is Geo Fencing ?
How do I exclude employees from geo-fencing?
How to Download Leave Records of an Employee
How to include entity name and logo with the emails.
How to Sync Onboarding Documents for an Employee
How do I enable offline clock-in/clock-out punches?
How can I activate employee’s account, so that employees can start clocking in/out ?
Enable auto start trip on clock in ( The trip will be automatically start once clock in by the users)
How to confirm the employee’s probation officially and send the feedback form to RM in Zimyo HRMS?
How to generate Employee Code ?
How to use/configure a trip feature
Where can I see my probation Date?
How can I separate an employee?
How do I create a Sub-admin role?
Where we can manage probation settings?
How can I set up data permission restrictions (ACL)?
How do I create employee records in bulk or individually?
How can I edit employee repository records?
How to reset your Zimyo account password?
Late Arrival report and its significance
How to Update Secondary Reporting Manager in Bulk?
How to Take Action on an Employee Probation Feedback Request?
How to edit/assign the leaves to the employee manually from the Employee master tab in Zimyo HRMS?
How to Restrict Employee Login During Suspension?
From Where Can We Send the Probation Feedback Form to Employees?
How to Navigate the Employee Module in Zimyo HRMS?
How to Navigate Roles and Permissions Site in Zimyo HRMS
How to enable Trip feature in Zimyo HRMS?
How to Navigate Data Permission Section of Zimyo HRMS
How can I delete an employee from the Employee Master?
How to change the status of a Suspended employee back to Active or Separated etc. in Zimyo HRMS?
How do I create property fields?
How do I perform bulk edits to employee records?
How to Manage Employee Probation Confirmation Process?
How can I review and take action on probation confirmation requests?
How do I restrict module access rights for employees?
How can I take action on probation feedback requests?
How can I manage probation feedback survey requests?
How to bulk edit/change employee’s Shift, Leave rule, Designation, Department etc., ?
How can I review and take action on transfer requests?
How can I take action on PIP (Performance Improvement Plan) requests?
How do I enable two-factor authentication?
How to configure Mobile App settings in Zimyo HRMS?
How do I set the default probation period?
How to enable Profile Checker in Zimyo HRMS?
How to update/change the profile pic of the existing employee?
How do I set custom probation period days based on entity/department/location?
Not able to login into the portal
How do I set up reminder emails for probation confirmation?
Leave and Attendance
How do I create a holiday restriction rule?
Approver Shall Be Able to Delete the Request
Steps to Check Version History of Leave & Attendance Settings
Allow Admin to Delete Approved Leave Requests
How to Resync Biometric Data in the System?
How to make a leave type paid or unpaid ?
Enforce Mandatory Remarks for Leave Approval
Restrict Employees to Apply Leave on “n” Date of Every Month
How to Restrict Employees to Regularise Attendance Within limited days?
How to remap the attendance of the employee through the admin/sub-admin account?
How to enable flexible hour calculation in Fixed Shifts?
How to add employees to the existing roster
How to configure Restrict Holiday settings?
What if we change the leave rule of an employee in the middle of the month?
How to Restrict Short Leave if Half-Day Leave is Applied on the Same Date
How to modify the attendance of an employee if a leave is already applied.
Why is the approver not able to delete leave requests pending with them?
How to configure grace time for the late arrival of the employee for a fixed shift?
Where can I update the On Duty applicability settings for a shift?
How to configure Sandwich Leave Policy in Zimyo HRMS?
Can I make On Duty applicable on holidays or weekends?
How to Enforce Mandatory Remarks for Leave Approval?
How to Allow Employees to Cancel Approved Leave Requests?
How to create a holiday for multiple entities in Zimyo HRMS?
How to enable notifications for shift end trips?
How to restrict requests during payroll dates?
How do I enable Apply Multiple Dates for On Duty and what does it do?
How to map employee location with roster?
How to apply leave on behalf of employees
Can employees cancel their approved attendance?
How Shift Break Hour Calculation Works
How to delete the employee’s attendance manually?
Can admins cancel approved attendance entries?
How to enable half day leave for the employees?
Can admins delete attendance entries?
How to trigger late arrival/clock-in email alerts?
Where can I allow employees to upload files with their On Duty request, and why would I do this?
What does ‘Club With All Devices Punches’ do?
How can I check an employee’s calendar?
How do I allow employees to request On Duty in the future, and what’s the benefit?
How do I manually apply attendance on behalf of an employee?
How can the admin manage employee attendance?
How do I apply attendance in bulk for employees?
How do I create a new shift?
How to Configure Paternity Leave Rule
How do I apply leave or Restricted Holiday manually for employees?
How to create late arrival rule in Zimyo HRMS?
How to restrict attendance edits to Admins only?
How do I apply leave in bulk for employees?
How to Update Employee Leaves in Bulk (Including Carry Forward and Other Columns)
How can I view or edit a shift?
How Version History Works in Shifts?
Can Reporting Managers manage rosters?
How do I apply on duty/WFH/Regularization on behalf of employees?
Can Reporting Managers change employee locations?
How to set minimum hours for full day or half day, required to acquire Compensatory Off
How do I remap attendance for a single employee?
How to include indirect reportees in attendance view?
How can I delete a leave request from the admin portal?
How to allow employees to raise only a single date leave on a single leave request in Zimyo HRMS ?
How do I remap attendance for all employees?
How to remove leave/shift restrictions for Admin and RM?
How to restrict sub-admin for Attendance Modification in Zimyo HRMS?
How do I delete attendance records?
How to restrict RMs from acting on behalf of employees?
How to raise a request of leave, regularisation, comp off, short leave, On Duty etc. via web ?
How do I update comp-off balance in bulk?
How to enable reminder notifications for approvers?
How do I set minimum hours for half/full day in a shift?
The admin/sub-admin can update the leave disbursement count as per the employee’s status.
How do I allow shift breaks for employees?
How to restrict WFH requests within a certain period?
How do I set up auto clock in and clock out for shifts?
How to Copy the Shift in Zimyo HRMS?
How do I configure shift penalty settings?
How to enable Shift Allowance in Zimyo HRMS?
How can I restrict employees from updating their first punch time during regularization?
How do I add a roster?
Can we restrict regularization when only a single punch is recorded?
How to manually correct attendance when marked absent incorrectly?
Difference between Fixed Daily Shift & Flexible Daily Shift.
How do I add a new leave rule?
Can approvers be required to enter remarks when accepting a regularization request?
Is it possible to allow employees to upload files during regularization?
How do I edit an existing leave rule?
How to add expiry days for Comp-Off balance ?
Can file uploads be made mandatory during regularization?
How do I set up a leave disbursement cycle?
Make your shifts available for roster, so that you can add those shifts on the roster
How to approve attendance submissions in Zimyo?
How can we make it mandatory for employees to give a reason for regularization?
How do I allow carry forward of leave balance to the next disbursement cycle?
Can we limit the number of days within which employees are allowed to regularize attendance?
How do I allow carry forward of leave balance to the next year?
How can I delete a shift from the system?
Can employees be notified about their regularization request status?
How do I restrict employees from applying for leave during probation?
How can I delete a short leave ?
What happens if I enable range input for On Duty requests?
How do I disable leave grid during probation period?
How can I delete a holiday from the holiday list?
How to remap employee attendance when changes don’t reflect?
How do I restrict employees from applying for leave during notice period?
How can I delete a sandwich rule?
How do I create a short leave option?
How to configure Regularization Settings in Zimyo HRMS?
What happens if “Employees are eligible to have negative leave balance” is enabled?
What does enabling multiple date selection for On Duty allow?
How do I add a holiday?
What is the purpose of allowing file uploads in On Duty requests?
How do I update an existing holiday?
What does making file upload mandatory mean for On Duty?
How do I create a new sandwich rule?
How to allow or restrict employees in probation to apply for leave in Zimyo HRMS ?
Can employees apply On Duty for future dates if this is enabled?
What does this restriction mean for employees?
How can I take action on pending regularization requests or delete approved ones?
How do I restrict half-day attendance in sandwich rules?
Allow deletion of Approved On-Duty requests within defined days (Employee)
How to configure selfie attendance for real-time verification?
How can I take action or delete a Work From Home (WFH) request?
Can employees apply for half-day leave?
How do I enable single date for leave applications?
How can I take action or delete an On Duty (OD) request?
What does enabling Single Date for Leave mean?
How to create Shifts in Zimyo HRMS?
How to Bulk Update Employee Attendance?
How do I enable on-duty for future dates?
How can I take action or delete a Comp-Off request?
How can I take action or delete a Short Leave request?
Restrict Short Leave if Half-Day Leave is Applied on the Same Date
How do I allow employees to cancel approved leave requests?
How can I take action on Attendance Approval request?
How are leaves deducted when a sandwich rule is applied for an employee?
How do I configure sandwich applicability on week offs/holidays?
How to enable Auto clock in/out, mobile punch, web punch, biometric, selfie etc., on shift and how to check version history of the applied changes ?
How do I set up a leave clubbing rule?
Enable Half-Day Leave Clubbing with Full-Day
How can I check the list of employees tagged to a specific Sandwich Rule?
How do I configure biometric device?
Enable Leave Balance Visibility for Future Months for Employee in Calendar
Document
How do I create an employee document folder?
How do I create an HR document folder?
How do I upload files to employee documents?
How to configure a joinee form?
How can I assign two reporting managers to an employee?
How do I set an expiry date for employee documents?
What is Document Library & how can I create one?
How do I create new document templates?
How can we access & create Documents Report ?
How do I send a document to users?
How can the HR/Admin manage HR-related documents in the HRMS portal?
How do I enable digital signature rights?
What is Form Library & how does it work?
How to upload employee documents in bulk
How can an Admin/HR create a document template?
How do I access the forms library?
How do I import a form property?
How do I add an extra section in forms?
Policy
How can I add an Organization policy in Zimyo HRMS ?
How do I create a new policy?
How do I download a policy?
How do I activate or deactivate a policy category?
Org Structure
How to map the currency for different Entities in Zimyo?
How to create a Head of Department?
How to add Employee type in Zimyo HRMS?
How to create sub- department in Zimyo HRMS?
How do I add or update the company logo?
How do I add or update the company currency?
How do I set the “from email name” for system emails?
How do I add or update entity master currency?
How do I check the employee list tagged with an entity?
How do I remove a watermark from an entity?
How do I download the location master in bulk?
How do I bulk create location and update the geofencing Radius?
How do I create a new department?
How to Configure Grade in Organization Structure?
How do I create a new designation?
How do I create a new employee type?
How do I add an employee separation reason?
How do I create a new cost center?
How do I enable organizational units in the menu?
How do I configure organizational unit form fields?
How to configure the Calendar, Date & Time format in Zimyo HRMS?
How to activate & deactivate components in Organization Structure ?
How do I change the company level calendar/date/time format?
How do I add a new currency to the organization?
How to Check Organizational-Level Version History
Reports
Exit Employee Reports – Overview
How to download the custom reports from the report section.
Which report to download to get the details of the breaks taken by employees ?
How to check the bulk upload file logs
Attendance
What is the Attendance Summary Report?
What does the Attendance Summary Raw Report include?
What is the Clock-In & Clock-Out Report used for?
What is the Clock-In & Clock-Out Missed Report?
What is included in the Employee Attendance Regularize Report?
What is the Biometric Raw Data report?
What does the Employee On Duty Report show?
What is the Attendance Summary (Payroll) report?
What is the Employee WFH Report?
What is the Muster Single Entry Report?
What is the Muster Double Entry Report?
What is the Attendance Break Shift Report?
What is the Punch History Report (Break shift)?
What is the Punch History Report?
What is the Column View Attendance Report?
What is the LOP Summary Report used for?
Leave
What does the “All Leave Requests Report” under the Leave section in Reports show?
What does the Leave Balance Report show?
How can I view how much leave has been taken by employees using the Leave Consumed Report?
What details are covered in the Employee Comp Off Apply Date Reports?
What does the Employee Short Leave Reports display?
How can I view Employee Restricted Holiday Reports?
What does the Employee Comp-Off Lapsed Report provide?
Employee
How to Check Menu Access Given to an Employee
What is the Geo-fence Tagging Report and how do I use it?
How can I view or download emergency contact details of employees?
How can I view the list of employees currently on probation?
How can I view which employees have received appreciation badges?
Help | Zimyo
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