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Getting Started

Getting Started

7
  • What pricing options does Zimyo offer?
  • Getting Started: Overview
  • Why Zimyo?
  • 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?
Core HR

Core HR

31
  • 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 My Team module on Zimyo HRMS?
  • What is the My Team module of Zimyo HRMS?
  • How to create a new Help Desk Category?
  • What are the top features of HR Automation Software?
  • What is the Assets Module of Zimyo HRMS?
  • Why is HR Automation important?
  • Features available in the Zimyo Offboarding module
  • What are the benefits of HR automation?
  • What are some HR processes that can be automated?
  • What is HR Automation?
  • What is HRMS?
  • Core HR: Overview
  • Reports that can be downloaded on Zimyo HRMS?
  • How to create custom reports in Zimyo HRMS?
  • How can an HR/Admin configure E-separation on the HRMS portal?
  • 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?
  • How to create workflows in Zimyo HRMS?
Payroll & Expense

Payroll & Expense

77
  • How to configure a new salary component ?
  • How to add a new salary component in the CTC?
  • What is ESIC full form?
  • What is LWF Report?
  • How to notify employees of their payslip in their mail?
  • What are the different reports available in Zimyo payroll?
  • Where can I find the Employee Tax Declaration?
  • Where can I download TDS Track Report?
  • Where can I download TDS 24Q?
  • Where can I view the Employee HRA Exemption?
  • Where can I download ESIC Report?
  • Where can I download the LWF Report?
  • Where can I download Form 6?
  • Where can I download Form 24Q?
  • Where can I download Form 12BB?
  • How to Hold the salary of the employee?
  • Where can I download Form 16?
  • Where can I view bonus reports?
  • Where can I download Form 10?
  • Where can I download the PF Arrear report?
  • Where can I download PF Sheet?
  • Where can I check TDS report?
  • What is Flexi Benefits?
  • Where can I find FNF information?
  • Where can I view arrear payments?
  • Where can I view the trip pay of employees?
  • How can I calculate taxes?
  • Where can I view the tax declaration of employees?
  • How do I search for an employee’s payroll?
  • 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?
  • Where can we 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 can we 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?
Performance Management

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
Employee Engagement

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
  • How can I approach my seniors?
  • What is ‘Engage’ in Zimyo?
  • 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?
Time & Attendance

Time & Attendance

14
  • 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 can I add a new holiday 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?
Onboarding

Onboarding

13
  • What tools should be introduced during onboarding?
  • Onboarding: Overview
  • How to roll out the offer letter to a candidate?
  • How to filter candidates in the recruitment pipeline?
  • How can I create onboarding workflows?
  • Where can I see my probation period?
  • From where can I see the pending candidates for the welcome email?
  • How to create emails in the onboarding portal?
  • How to create a welcome email in the onboarding portal?
  • How to add new candidates to the onboarding portal?
  • How to create a joinee form?
  • What is the onboarding overview in the onboarding section?
  • Where can I find the onboarding section in the Zimyo web application?
Benefits

Benefits

10
  • Where can I find my active benefit plans?
  • Benefits: Overview
  • 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?
Recruitment

Recruitment

22
  • 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?
Employee Self-Service

Employee Self-Service

24
  • 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?
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  • Getting Started: Overview

Getting Started: Overview

Why Zimyo?

Where can I sign up for a demo?

What pricing options does Zimyo offer?

Is Zimyo app-based?

How to subscribe to Zimyo HRMS software?

How can an employee register on Zimyo?

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  • Topics
    • Recruitment
    • Onboarding
    • Core HR
    • Employee Self-Service
    • Employee Engagement
    • Performance
    • Payroll & Expense
    • Time & Attendance
    • Benefits
  • Videos
    • Webinars
    • Tutorials
  • Resources
    • Case Studies
    • Guides
    • Blogs

Help | Zimyo

  • Topics
    • Recruitment
    • Onboarding
    • Core HR
    • Employee Self-Service
    • Employee Engagement
    • Performance
    • Payroll & Expense
    • Time & Attendance
    • Benefits
  • Videos
    • Webinars
    • Tutorials
  • Resources
    • Case Studies
    • Guides
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