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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?

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?

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?

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

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
Polls
Surveys
Tribe

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?

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?

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?

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?

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?

Offboarding

4

How to create a Checklist for Offboarding?
What is a checklist for Offboarding?
What is Offboarding ?
How to separate the employee ?

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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Updated on August 31, 2023

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