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Getting Started

8
  • How to update General Settings on Zimyo HRMS?
  • Getting Started: Overview
  • Why Zimyo?
  • What pricing options does Zimyo offer?
  • Where can I sign up for a demo?
  • Is Zimyo app-based?
  • How to subscribe to Zimyo HRMS software?
  • How can an employee register on Zimyo?
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Core HR

101
  • Make your shifts available for roster, so that you can add those shifts on the roster
  • How to add expiry days for Comp-Off balance ?
  • The admin/sub-admin can update the leave disbursement count as per the employee’s status.
  • How to raise a request of leave, regularisation, comp off, short leave, On Duty etc. via web ?
  • Important slugs to add on custom made email templates to allow system to fetch the data through the used slugs.
  • How to set minimum hours for full day or half day, required to acquire Compensatory Off
  • How to create a new group & how to add a member in the configuration tab under the “Reports” section?
  • Which report to download to get the details of the breaks taken by employees ?
  • How to download Expense reports of All the expense request raised (All/Approved/Rejected/Pending) ?
  • How to reset your Zimyo account password?
  • How to enable half day leave for the employees?
  • How to delete the employee’s attendance manually?
  • How to check the uploaded LOP of the employees in the Payroll?
  • How to create a holiday for multiple entities in Zimyo HRMS?
  • How to confirm the employee’s probation officially and send the feedback form to RM in Zimyo HRMS?
  • How to allow or restrict employees in probation to apply for leave in Zimyo HRMS ?
  • How to change the status of a Suspended employee back to Active or Separated etc. in Zimyo HRMS?
  • How to edit/assign the leaves to the employee manually from the Employee master tab in Zimyo HRMS?
  • What if we change the leave rule of an employee in the middle of the month?
  • How to publish salary slips for the employees through Payroll?
  • How to remap the attendance of the employee through the admin/sub-admin account?
  • How to update/change the profile pic of the existing employee?
  • How to raise & approve the expense request from the admin account?
  • How to bulk edit/change employee’s Shift, Leave rule, Designation, Department etc., ?
  • How can an Admin/Sub-admin view all the requests on admin page(pending/approved/rejected/deleted) ?
  • Help desk email library understanding
  • How to apply Work From Home(WFH) in bulk on behalf of employee ?
  • How to delete the employee’s approved leave request?
  • How to view the remarks mentioned by the employee in the expense claim request?
  • How to add Employee type in Zimyo HRMS?
  • How to create a Head of Department?
  • How to map the currency for different Entities in Zimyo?
  • How to activate & deactivate components in Organization Structure ?
  • How to Configure Grade in Organization Structure?
  • Difference between Fixed Daily Shift & Flexible Daily Shift.
  • How to enable Shift Allowance in Zimyo HRMS?
  • How Copy Shift work in Zimyo HRMS?
  • How Version History Works in Shifts?
  • Can reporting manager mark attendance or apply for leave on behalf of the team?
  • How to link expenses with projects in Timesheet?
  • How to configure Sandwich Leave Policy in Zimyo HRMS?
  • How to generate Employee Code ?
  • How to configure the employee notice period in Zimyo HRMS?
  • How Profile Checker works in Zimyo HRMS?
  • How to raise an expense request?
  • How to configure Mobile App settings in Zimyo HRMS?
  • How to configure the Calendar, Date & Time format in Zimyo HRMS?
  • How to enable Trip feature in Zimyo HRMS?
  • How to configure Org chart in Zimyo HRMS?
  • How to configure Email Notifications for events in Zimyo HRMS?
  • How to configure grace time for the late arrival of the employee for a fixed shift?
  • How to configure Restrict Holiday settings?
  • How to manage penalty configuration in Zimyo HRMS?
  • How can I activate employee’s account, so that employees can start clocking in/out ?
  • 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 ? ?
  • How to make a leave type paid or unpaid ?
  • How one can check employee’s trip summary data ?
  • What is a property library & how does it work?
  • What is Form Library & how does it work?
  • Where we can manage probation settings?
  • How can we create the Expense rule in Zimyo HRMS?
  • How can one access an Expense Report in Zimyo HRMS?
  • How to create an Expense report?
  • How can one manage Expenses in Zimyo HRMS?
  • What is an Asset Management & how does it work in Zimyo HRMS?
  • What is Helpdesk in Zimyo HRMS ?
  • How can we access & download Document Reports ?
  • Core HR: Overview
  • What is HRMS?
  • What is Geofencing & how does it work?
  • What is Document Library & how does it work?
  • What is Geotagging ?
  • How can one make Organization policies in Zimyo HRMS ?
  • What is HR Automation?
  • Why is HR Automation important?
  • How to configure the Workflows in Zimyo HRMS ?
  • How to create work flow in ZIMYO HRMS ?
  • What are the top features of HR Automation Software?
  • SSO Setup In Zimyo HRMS
  • How to Navigate Data Permission Section of Zimyo HRMS
  • How to Navigate Roles and Permissions Site in Zimyo HRMS
  • How to Navigate the Employee Module in Zimyo HRMS?
  • Where can I see the assets log on Zimyo HRMS?
  • Where can I create a new Asset report on Zimyo HRMS?
  • How to access the Team module in Zimyo HRMS?
  • What is the My Team module of Zimyo HRMS?
  • How to create a new Help Desk Category?
  • Features available in the Zimyo Offboarding module
  • What are the benefits of HR automation?
  • What are some HR processes that can be automated?
  • Reports that can be downloaded on Zimyo HRMS?
  • How to create custom reports in Zimyo HRMS?
  • How can an Admin/HR create a document template?
  • How employees can upload the documents on their ESS portal?
  • How an HR/Admin can upload the document file on behalf of an employee?
  • How can I separate an employee?
  • How does an HR/Admin create a document category and upload files in the HRMS portal?
  • How can the HR/Admin manage HR-related documents in the HRMS portal?
  • How can you configure F&F in the HRMS portal?
  • How can I manage access control in Zimyo HRMS?
  • What if RM 1 does not respond to the request?
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Payroll & Expense

77
  • How to configure a new salary component in Zimyo HRMS ?
  • How to add a new salary component in the CTC in Zimyo HRMS?
  • What is ESIC full form?
  • What is LWF Report?
  • How to notify employees of their payslips in their mail in Zimyo HRMS?
  • What are the different reports available in Zimyo payroll?
  • How to find the Employee Tax Declaration in Zimyo HRMS?
  • How to download TDS Track Report in Zimyo HRMS?
  • How to download TDS 24Q in Zimyo Payroll?
  • How to view the Employee HRA Exemption in Zimyo HRMS?
  • How to download ESIC Report in Zimyo Payroll?
  • How to download the LWF Report in Zimyo HRMS?
  • How to download Form 6 in Zimyo HRMS?
  • How to download Form 24Q in Zimyo HRMS?
  • How to download Form 12BB in Zimyo HRMS?
  • How to hold the salary of the employee in Zimyo HRMS?
  • How to download Form 16 in Zimyo HRMS?
  • How to view bonus reports in Zimyo HRMS?
  • How to download Form 10 in Zimyo HRMS?
  • How to download the PF Arrear report in Zimyo HRMS?
  • How to download PF Sheet in Zimyo HRMS?
  • How to check the TDS report in Zimyo HRMS?
  • What is Flexi Benefits?
  • Where can I find FNF information?
  • Where can I view arrear payments?
  • How to calculate taxes in Zimyo HRMS?
  • Where can I view the tax declaration of employees?
  • How to search for an employee’s payroll in Zimyo HRMS?
  • What is the configuration module of Zimyo Payroll?
  • How to configure an Overtime plan in Zimyo Payroll?
  • How to calculate tax in the Zimyo Payroll software?
  • What is the FNF module in the Zimyo payroll software?
  • What is the Run payroll module in the Zimyo payroll software?
  • How do I do a bulk import?
  • How do I calculate CTC?
  • Where can I view payroll configurations?
  • Where can I view payroll compliances?
  • Where can I view payroll reports?
  • Payroll & Expense: Overview
  • Where can I view my CTC Breakup?
  • How do I raise an expense request?
  • Can I get a personal loan or any other financial assistance from the company?
  • Where can I get my salary information?
  • How to manage and configure the PF and ESI details in Zimyo Payroll?
  • What are the different types of salary components defined in Zimyo Payroll and how can they be managed?
  • How to manage and configure the salary components?
  • How to view/edit/delete a payroll template?
  • How to upload Loss of Pay (LOP), Advance Salary, Salary, and TDS in bulk?
  • How to revise or modify the salary of employees?
  • How to override the salary component values and amount for employees?
  • How to modify the salary account details of the employees?
  • How to change/update employees’ bank account information?
  • How to hide a salary component from a salary slip?
  • How to enable PF and ESI status on Zimyo Payroll?
  • How to download the Electronic Challan cum Return (ECR) for PF, ESI, and LWF compliances?
  • How to create or edit an existing salary structure?
  • How can we create a salary structure?
  • How can we view or edit a salary structure?
  • How to create a custom salary template?
  • How to configure PF details in Zimyo Payroll?
  • How to assign salary structure and CTC to the employees?
  • How to approve the expense payment requested by the employees?
  • How do I upload the TDS of employees?
  • How to view and download the Payslip of an employee?
  • How can we limit the employees’ maximum monthly PF contribution on Zimyo Payroll?
  • How can we do the full and final settlement of the employees on Zimyo Payroll?
  • How can we configure gratuity for employees?
  • Can we upload salary of employees in bulk?
  • Can we configure a salary component to have the different amounts for employees having the same salary structure?
  • Are there any Payroll, PF, ESI, PT, LWF reports available on Zimyo Payroll?
  • How can you process arrear in the payroll?
  • How to approve or reject the tax declaration as an admin in Zimyo Payroll?
  • How to process the payroll for any given month in Zimyo payroll?
  • How to upload salary in Zimyo Payroll?
  • How can you evaluate the annual sheet and calculate tax computation in the payroll?
  • How can you create a custom report in Zimyo payroll?
  • How to change the Regime if an employee selected the wrong one?
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Performance Management

28
  • How to set the rating scale in the performance review process?
  • How to remove the wrongly mapped appraisal cycle of an employee in Zimyo Performance?
  • How to set goals for an individual in Zimyo Performance Management?
  • How to extend the time frame in Zimyo performance if the review is not submitted?
  • How can employee submit their response to the feedback in Zimyo Performance?
  • How can an admin get feedback from employees on the Zimyo Performance portal?
  • How an RM can submit a review for their subordinates or colleagues?
  • How can you activate an employee for self-assessment in the Zimyo Performance portal?
  • If the organization has a quarterly review process, will the HR Admin need to do the review process configuration in each quarter?
  • Can the HR Admin view an employee’s score and rating on a particular stage?
  • If the employee does not want to submit a self-assessment at the current moment, can they save it as a draft and process it later on?
  • What happens when an employee is unable to submit their self-assessment within the given time, how to set it again for the particular stage?
  • Who can check the stage of an employee in the review process?
  • Will the employee be able to see his/her rating at different stages of the review process?
  • How can an employee submit his/her self-assessment during the appraisal process?
  • What if the employee disagrees with the appraisal?
  • Can an employee attach the documents related to their performance during the review process?
  • How to update Goals/Targets in bulk on the Zimyo Performance portal?
  • How to map/remove the employee’s against a particular appraisal cycle for the review process?
  • Is Employee’s login activation mandatory while conducting the review process through the portal?
  • How to configure the rating scale on the Zimyo Performance portal?
  • How does weightage configuration work on the Zimyo Performance Portal?
  • What do you mean by “Structure” and its purpose on the Performance portal?
  • What is “Attribute” and how to configure it on the Zimyo Performance portal?
  • How to configure “Section or KRA” on the portal for the performance review process?
  • How to map Team Evaluation under the 360 Degree appraisal process?
  • How to create an appraisal cycle & set workflow for a performance review in PMS?
  • Performance Management: Overview
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Employee Engagement

80
  • Where can I view the Announcements?
  • How do I add quick links?
  • How can I view my organisational Structure?
  • Where can I view a list of upcoming holidays?
  • Where can I see my pending requests?
  • Where can I see my requests?
  • Employee Engagement: Overview
  • Can I restrict my employees from creating a poll or post?
  • Where can I view my Assets?
  • Where can I view my documents?
  • Where can I read the policies of the company?
  • Where can I see a track record of my work in the company?
  • Where can I see the poll responses of the participants?
  • Can I make the poll responses anonymous in Zimyo’s ‘Engage’ module?
  • How can I conduct polls with the ‘Engage’ module?
  • Where can I find the polls section in the ‘Engage’ module of Zimyo?
  • What do you mean by “Polls” in the engage module?
  • Can I keep my survey responses anonymous?
  • Can I choose different answer formats for different questions?
  • What does the ‘exclude from’ section mean in the survey template?
  • Can I pre-schedule my survey?
  • How can I view the results or responses of the survey?
  • How can I create a Survey in Zimyo’s “Engage” module?
  • What is a survey in the ‘Engage’ module?
  • What is the announcement section in the ‘Engage’ module?
  • What is ‘Engage’ in Zimyo?
  • Where can I find the Engage module in the Zimyo web application?
  • How can I create a new post in the Engage module?
  • What is the trending hashtags section in the ‘Engage Module?
  • How can I delete a post from Zimyo’s ‘Engage’ module?
  • How can I save a post from the feed?
  • How can I edit a post in the ‘Engage’ module?
  • How can I make a new announcement in the ‘Engage’ module?
  • How can I tag people in my post?
  • Engage
    • Employee Engagement: Overview
    • What is ‘Engage’ in Zimyo?
    • How can I approach my seniors?
    • How can I create a new post in the Engage module?
    • How can I delete a post from Zimyo’s ‘Engage’ module?
    • Where can I find the Engage module in the Zimyo web application?
    • How can I save a post from the feed?
    • How can I edit a post in the ‘Engage’ module?
    • How can I make a new announcement in the ‘Engage’ module?
    • How can I tag people in my post?
    • Can I restrict my employees from creating a poll or post?
    • What is the announcement section in the ‘Engage’ module?
    • What is a survey in the ‘Engage’ module?
    • How can I create a Survey in Zimyo’s “Engage” module?
    • How can I view the results or responses of the survey?
    • Can I pre-schedule my survey?
    • What does the ‘exclude from’ section mean in the survey template?
    • Can I choose different answer formats for different questions?
    • Can I keep my survey responses anonymous?
    • What do you mean by “Polls” in the engage module?
    • Where can I find the polls section in the ‘Engage’ module of Zimyo?
    • How can I conduct polls with the ‘Engage’ module?
    • Can I make the poll responses anonymous in Zimyo’s ‘Engage’ module?
    • Where can I see the poll responses of the participants?
  • Polls
    • Where can I see the poll responses of the participants?
    • Can I make the poll responses anonymous in Zimyo’s ‘Engage’ module?
    • How can I conduct polls with the ‘Engage’ module?
    • Where can I find the polls section in the ‘Engage’ module of Zimyo?
    • What do you mean by “Polls” in the engage module?
    • Employee Engagement: Overview
  • Surveys
    • Can I keep my survey responses anonymous?
    • Can I choose different answer formats for different questions?
    • What does the ‘exclude from’ section mean in the survey template?
    • Can I pre-schedule my survey?
    • How can I view the results or responses of the survey?
    • How can I create a Survey in Zimyo’s “Engage” module?
    • What is a survey in the ‘Engage’ module?
    • Employee Engagement: Overview
  • Tribe
    • What is the trending hashtags section in the ‘Engage Module?
    • How can I delete a post from Zimyo’s ‘Engage’ module?
    • How can I save a post from the feed?
    • How can I edit a post in the ‘Engage’ module?
    • How can I make a new announcement in the ‘Engage’ module?
    • How can I tag people in my post?
    • Can I restrict my employees from creating a poll or post?
    • What is the announcement section in the ‘Engage’ module?
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Time & Attendance

23
  • Late Arrival report and its significance
  • 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 to Restrict Employees to Regularise Attendance Within limited days?
  • How to allow Leave Balance against Compensatory-off in Zimyo HRMS?
  • How to configure Regularization Settings in Zimyo HRMS?
  • How to restrict sub-admin for Attendance Modification in Zimyo HRMS?
  • How to create late arrival rule in Zimyo HRMS?
  • How to create Shifts in Zimyo HRMS?
  • How can the admin manage employee attendance?
  • Time & Attendance: Overview
  • How can I view my Timesheet?
  • Where to download employees’ attendance report?
  • Where can I apply for an emergency leave?
  • Are there any paid leaves that I can take?
  • How to configure Holiday Settings in Zimyo HRMS?
  • How can I assign shifts to my employees?
  • How can I enable the Sandwich rule for my employees?
  • How can I create Leave types from Zimyo HRMS?
  • How can I configure Leave rules from Zimyo HRMS?
  • How can I manage the configuration of “Clubbed Leaves”?
  • How to configure timesheets on the Zimyo ESS portal?
  • How to create a project, client, and job in the Zimyo timesheet?
  • How can an Admin/HR apply for a leave on behalf of the employee?
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Onboarding

15
  • Onboarding: Overview
  • How can we create and access documents in Onboarding?
  • Where can one access different reports in the Onboarding module ?
  • How can we create candidates in Onboarding ?
  • How can I create onboarding workflows?
  • What tools should be introduced during onboarding?
  • How to roll out the offer letter to a candidate?
  • How to filter candidates in the recruitment pipeline?
  • Where can I see my probation period?
  • From where can I see the pending candidates for the welcome email?
  • How can we create email templates for onboarding portal?
  • How to add new candidates to the onboarding portal?
  • How to send a welcome email in the onboarding portal?
  • How to create a joinee form?
  • What is the onboarding overview in the onboarding section?
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Benefits

11
  • How to allow employees to raise only a single date leave on a single leave request in Zimyo HRMS ?
  • Benefits: Overview
  • Where can I find my active benefit plans?
  • What is the “Benefits” module in Zimyo?
  • How can I activate the NPS premia account with Zimyo?
  • How to deactivate the NPS premia feature?
  • How can an employee apply for the NPS with the help of Zimyo?
  • How can a KYC authentic user apply for NPS using the Zimyo web application?
  • How to apply for Individual or Family Floater Health Insurance using the Zimyo web application?
  • Where can I view my medical insurance benefits?
  • Is there any medical insurance cover for my family?
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Recruitment

23
  • Recruitment: Overview
  • How to raise a requisition request on Zimyo HRMS?
  • How to create a candidate form in Zimyo Recruit(ATS)?
  • How can you customize the job creation form on the Zimyo recruit(ATS) portal?
  • How can I convert a candidate to an employee?
  • Can I raise a requisition request from Zimyo’s ATS?
  • Can I publish the job from Zimyo ATS to our career page?
  • How can I move candidates to the onboarding stage?
  • What is the purpose of a review card in the ATS? How can I create one?
  • How can I assign roles to employees in the hiring process?
  • How can I reschedule an interview?
  • How can I schedule an interview using the ATS?
  • How can I create a default hiring workflow?
  • How can I delete or deactivate a job in Zimyo’s ATS?
  • What does the Analytics section signify in Zimyo’s ATS?
  • How to create a job in Zimyo’s ATS?
  • How can I add a new user role for the hiring process in Zimyo’s ATS?
  • What actions can be performed with Zimyo’s recruitment and onboarding system?
  • What are the benefits of using Zimyo’s ATS module?
  • What essential details does the ATS dashboard reflect and in what format?
  • How can I assign roles to employees in the hiring process?
  • How can I add a candidate to the ATS portal?
  • How can I change language?
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Employee Self-Service

31
  • How employee can view the peer list of who is on leave?
  • How an employee can raise Task in ESS?
  • In ESS Portal Employee can mark their Attendance on Holidays?
  • How Reporting manager can approve pending requests in Bulk?
  • How an employee can delete their raised request through ESS portal?
  • How employee can download & view their salary pay slip?
  • How can I apply for a loan?
  • Employee Self-Service: Overview
  • How can I re-assign the ticket assigned to me?
  • How can I see all the tickets raised by employees?
  • Zimyo Helpdesk overview
  • How can I reply or close the tickets on Zimyo HRMS?
  • How to raise a ticket on Zimyo HRMS?
  • How to update my mobile number and Email ID?
  • How to update profile picture on Zimyo HRMS?
  • How can I interact with a post on the feed?
  • What are the different types of requests I can apply for?
  • How can I create a new group?
  • What are the tools I need to use daily in Zimyo HRMS?
  • How can I check the Zimyo Engage Feed?
  • How do I apply for leave in Zimyo HRMS?
  • Where do I see the upcoming Holidays list in Zimyo HRMS?
  • How do I check which of my coworkers are on leave?
  • How do I check which of my coworkers have celebrations coming up?
  • How do I check my attendance status?
  • How do I check the work duration of previous days?
  • How do I add a new pending task?
  • How can I make a request to update my attendance?
  • Can I receive an advance salary?
  • How can I approach my coworker at my workplace?
  • How can I add a new task?
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Offboarding

4
  • How to create a Checklist for Offboarding?
  • What is a checklist for Offboarding?
  • What is Offboarding ?
  • How to separate the employee ?
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Mobile Application

6
  • How to create/assign a task through mobile app?
  • How to raise a request of leave, regularisation, comp off, short leave or WFH in Mobile Application.
  • How to raise a expense request in Mobile App ?
  • Where one can generate/view form 16 and the salary slip in Mobile App?
  • How to mark selfie attendance through mobile app?
  • How to start a trip in the mobile app?
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  • Onboarding

Onboarding

  • Onboarding: Overview
  • What is the onboarding overview in the onboarding section?
  • How to create a joinee form?
  • How to add new candidates to the onboarding portal?
  • How to send a welcome email in the onboarding portal?
  • How can we create email templates for onboarding portal?
  • From where can I see the pending candidates for the welcome email?
  • Where can I see my probation period?
  • What tools should be introduced during onboarding?
  • How can I create onboarding workflows?
  • How to filter candidates in the recruitment pipeline?
  • How to roll out the offer letter to a candidate?
  • How can we create candidates in Onboarding ?
  • How can we create and access documents in Onboarding?
  • Where can one access different reports in the Onboarding module ?

FAQ

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Help | Zimyo

  • Dashboard
  • Organization
  • Org Structure
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  • Onboarding
    • How can we create and access documents in Onboarding?
    • Where can one access different reports in the Onboarding module?
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