How to create an appraisal cycle & set workflow for a performance review in PMS?

The HR Admin can define Workflow related to different stages of performance review.

  1. First, log into your Zimyo account. 
  1. You’ll land on the “Dashboard”.
  1. From the dashboard click on “Configuration”. This will take you to the following screen: 
  1. From here click on the “Appraisal Cycle & Workflow” from the main menu on the left side of the screen. This will take you to the following screen. 
  1. From here you can select a particular cycle or you can click on “Add New Cycle”, to create a new appraisal cycle. The following popup will appear.
  1. Fill in the required details & click on “Save”. Your new cycle will be created. You can also edit the previously created cycles by clicking on the edit icon. 
  1. On the same screen, click on the “Workflow” tab on the right side of the screen. Following screen will appear. 
  1. Fill in the required information & click on update. Your workflow will be created successfully. 

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Updated on July 3, 2021