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Onboarding Guides

Tutorials
- HR
- Payroll
- Performance
- Engage
- Recruit
FAQs
- Core HR
- Advance HR
- Payroll
- Performance
- ATS
- ESS
- Engage
- Travel Desk
- Timesheet
Video Tutorials
- HR
- Payroll
- Performance
- Engage
- Recruit
Onboarding Guides

Contact Support

Schedule a Demo

Core HR

285

What if RM 1 does not respond to the request?
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?
Employee
Leave and Attendance
Document
Policy
Org Structure
Reports

Advance HR

100

Onboarding
Offboarding
Help Desk
Assets

Payroll

199

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

Timesheet

21

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

Performance Management

30

Performance Management: Overview
How to create an appraisal cycle & set workflow for a performance review in PMS?
How can the HR Admin view an employee’s performance score and rating at each review stage?
How can you manage filters such as Cycle, Department, Designation, Location, and Entity within the Performance module settings?
How can we view the analytics of the Admin Dashboard under Review?
How to download Employee wise review pipeline?
How to download Review rating comparison report?
How to generate bell curve based on Final Ratings?
How can I download the one-on-one meeting report
Setting
- How to do the configuration of KRA-KPI on the portal?
- Can we set Email notifications at different stages of the review process?
Review
Objective
- How to create a new objective?
- How to add an objective to the library?
Feedback
Compensation
- How to bulk upload grades for Normalization in the Compensation module?
- How to finalize an appraisal for an employee?
Admin Dashboard
- How can I manage filters like Cycle, Department, Designation, Location, and Entity in the Review module?
- How can I download data related to KRA/KPI Mapping, Approvals, and Target Setting from the Pipeline?

Employee Self Service

37

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

Engage

17

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

Finance

58

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

ATS

42

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

Mobile

2

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

Reports

6

Where to download employees’ clock-in and clock-out attendance report?
Reports that can be downloaded on Zimyo HRMS?
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 give the access of reports
How to download attendance dump reports via email?
Leave
- How one can check employee’s trip summary data ?

ESS

7

How employees can upload the documents on their ESS portal?
How an employee can raise Task in ESS?
How employee can view the peer list of who is on leave?
How can an employee check the Employee Directory in ESS?
Timesheet
- How can I add a new task?
- Kindly select a project for task “Undefined” what does this error means ?
Other
- Can an employee view their own reports in the ESS (Employee Self-Service) Portal?

Admin Request Section

3

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

Workflow

5

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

Home
Home Page
Advance HR
Onboarding

Onboarding

How can I edit an existing Onboarding Checklist?
How to use slugs in documents while sending offer letters or other HR templates?
How can I update the offer letter, appointment letter, or other onboarding/offboarding-related documents in the system
How can I take action on a Onboarding Checklist Request?
How can I take action on a pending Candidate Approval request?
How can I take action on a pending CTC Approval request during onboarding?
How can I enable Blacklisting?
How can I manage who receives daily reports of a new joinee?
How can I choose which employee designations joining gets circulated on mail?
How can I send a notification regarding the onboarding kit prior to the candidates joining date?
How can I send a Welcome Mail Notification to the Supervisory Level?
How can I keep approver in cc for Joinee Form Clarificaitions?
How to change email under bcc while sending offer letter?
How can I add custom person in cc while sending appointment letter?
How can I keep users in cc while sending an offer letter?
How to add new candidates to the onboarding portal?
How can I add a new onboarding checklist on Zimyo?
How can I Configure an Existing Access Rule?
How to manage employee onboarding process flow ?
How can I Create a new access rule?
How can I Configure Existing Onboarding Flows on Zimyo?
How can I Create a new Onboarding Flow Process in Zimyo HRMS?
How can I download Candidate Reports on Zimyo?
How to Bulk Create New Candidates in Zimyo?
How to manually create a new candidate?
How do I create checklists for onboarding/offboarding?
Where can one access different reports in the Onboarding module ?
How can we create and access documents in Onboarding?
How to add a candidate in Onboarding ?
How to roll out the offer letter to a candidate?

Tutorials

Dashboard

Organization

Org Structure
Workflows
Onboarding
Offboarding
Policy
Document
Helpdesk
Assets
Expense
Configurations

Org Structure
Workflows
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

Resources

Blogs
Calculators
Glossary
Guides
Infographics

Blogs
Calculators
Glossary
Guides
Infographics

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