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Onboarding Guides

Tutorials
- HR
- Payroll
- Performance
- Engage
- Recruit
Video Tutorials
- HR
- Payroll
- Performance
- Engage
- Recruit
Onboarding Guides

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Schedule a Demo

Core HR

281

How to Give or Change Super Admin Rights Access?
How to set the Hirable Status during resignation approval ?
How can I track or view all email notifications sent by the Zimyo system?
What if RM 1 does not respond to the request?
Employee
Leave and Attendance
Document
Policy
Org Structure
Reports

Advance HR

98

Onboarding
Offboarding
Help Desk
Assets

Payroll

192

Run Payroll
Employees
Arrear
- Where can I view arrear payments?
Full & Final
Benefits & Taxation
Imports
Reports
Configuration

Timesheet

21

How to Map Members with Existing Projects in Timesheet
How to Add Projects in Bulk in the Timesheet Module
How to Add a Project Manually in the Timesheet Module
How to Activate or Inactivate Clients in the Timesheet Module
How to Edit Client Details in the Timesheet Module
How to Delete Clients in the Timesheet Module
How to Add Clients in Bulk in the Timesheet Module
How to Create a Client in Timesheet Module ?
How can I create and download the custom timesheet reports ?
How can I approve/reject a timesheet as an admin ?
How to create a timesheet from admin side.
To Review and Take Action on Timesheets Submitted by Employees.
Reports

Performance Management

11

How can I download the one-on-one meeting report
How to generate bell curve based on Final Ratings?
How to download Review rating comparison report?
How to download Employee wise review pipeline?
How can we view the analytics of the Admin Dashboard under Review?
How can you manage filters such as Cycle, Department, Designation, Location, and Entity within the Performance module settings?
How can the HR Admin view an employee’s performance score and rating at each review stage?
How to create an appraisal cycle & set workflow for a performance review in PMS?
Performance Management: Overview
Setting
- Can we set Email notifications at different stages of the review process?
- How to do the configuration of KRA-KPI on the portal?

Employee Self Service

37

How can an employee delete a leave request from the ESS portal?
Can reporting manager mark attendance or apply for leave on behalf of the team?
Can Employee’s mark their Attendance In ESS Portal on Holidays?
How a Reporting manager can approve pending requests in Bulk?
How an employee can delete their raised request through ESS portal?
How to update my mobile number and Email ID?
How to update profile picture on Zimyo HRMS?
Where can I apply for an emergency leave?
What are the different types of requests I can apply for?
Dashboard
Engage
Request
- How to approve Compensatory-off in Zimyo HRMS?
Finance
- How employee can download & view their salary pay slip?
- Where can I view my CTC Breakup as an employee?
Others

Engage

17

How do I add or edit appreciation badges?
How do I create a new announcement?
How can I delete an Announcement from Zimyo’s ‘Engage’ module?
Announcement
- How can I track announcement engagement?
- Q1: How do I create a new announcement?
Chat
- How do I restrict file downloads in chats?
- Who can create private or public chat groups?
Feed
- How can I restrict employees from posting on the feed?
Survey
- Where can I find survey response rates?
- How do I create a new survey?
Appreciation
- Can I set up appreciation notifiers?
- How can I see which departments use appreciation most?
One to One
Continuous Feedback
- How can I monitor overall feedback engagement?
- How do I enable feedback eligibility?

Finance

58

How can I apply for a loan?
Expense
Travel Desk
Vendor
Petty Cash
Manpower & Budgeting

ATS

27

How to Manage Menu Permissions Visibility in ATS Based on Employee Roles
How can I add a candidate to the ATS portal?
Jobs
- How to create an internal job?
- How to create a new job?
Candidate
Interviews
- How to Re-schedule/update status/ cancel interview for a candidate?
Analytics
Settings

Mobile

2

How to mark selfie attendance through mobile app?
How to raise a expense request in Mobile App ?

Reports

6

How to download attendance dump reports via email?
How to give the access of reports
Which report to download to get the details of the punch in/out time along with the punch devices & which report to download to check for punches done for taking breaks ? ?
Reports that can be downloaded on Zimyo HRMS?
Where to download employees’ clock-in and clock-out attendance report?
Leave
- How one can check employee’s trip summary data ?

ESS

5

How employee can view the peer list of who is on leave?
How an employee can raise Task in ESS?
How employees can upload the documents on their ESS portal?
Timesheet
- How can I add a new task?
Other
- Can an employee view their own reports in the ESS (Employee Self-Service) Portal?

Admin Request Section

3

How to raise & approve the expense request from the admin account?
How can an Admin/Sub-admin view all the requests on admin page(pending/approved/rejected/deleted) ?
How to delete the employee’s approved leave request?

Workflow

5

Workflow List
Email Library
- How to create a new email template
- Help desk email library understanding

Home
Home Page
Finance
Expense

Expense

How to define Expense Category
What is the Custom Report in Expense Reports?
What does the Claim Sheet Report include?
What information is available in the Employee Expense Report?
How to configure Expense Rule
How do I raise an expense request?
What does the Expense Rejection Report show?
What is the Employee Total Raised Expense Report?
How to view the remarks mentioned by the employee in the expense claim request?
How to define Expense AP Permission
How to define Air Ticket Allowance Policy
How to Make expense rejection remarks non-mandatory
How can one configure Expenses in Zimyo HRMS?
How to create an Expense report?
How can one access an Expense Report in Zimyo HRMS?
How to Add an Expense rule in Zimyo HRMS?
How to download Expense reports of All the expense request raised (All/Approved/Rejected/Pending) ?

Tutorials

Dashboard

Organization

Org Structure
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Onboarding
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Policy
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Assets
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Configurations

Org Structure
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Onboarding
Offboarding
Policy
Document
Helpdesk
Assets
Expense
Configurations

Request

Leave and Attendance
Onboarding
Offboarding
Asset Request
Probation
Expense
Maker and Checker
Transfer

Leave and Attendance
Onboarding
Offboarding
Asset Request
Probation
Expense
Maker and Checker
Transfer

Employees

Employees Master
Dashboard
Organization Chart
Roles and Permission
Data Permission

Employees Master
Dashboard
Organization Chart
Roles and Permission
Data Permission

Time and Attendance

Employee Calendar
Shift
Leave
Holiday
Roster
Biometric Integration
Short Leave
Sandwich
Clubbing
Configurations

Employee Calendar
Shift
Leave
Holiday
Roster
Biometric Integration
Short Leave
Sandwich
Clubbing
Configurations

Reports

Timesheet For Admin

Customer

Onboarding Guides
Customer Success

Onboarding Guides
Customer Success

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Blogs
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Glossary
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