Filters for Evaluation Cycle, Department, Designation, Location, and Entity are available in various sections of the Review module, including Appraisal, Normalization, and Rating Comparison. They help you quickly find relevant records and narrow down performance data by specific criteria. This functionality streamlines the analysis and management of reviews across different segments of the organization or evaluation periods.
Navigation Path:
Admin Dashboard > Review > Quick Actions > More > Select Filters
The Pipeline view provides a stage-wise breakdown of the performance management process for all employees. It tracks stages like KRA/KPI Mapping, KRA/KPI Approval, Target Setting, and Target Approval. This view helps admins and managers monitor employee progress. Downloading this data provides an overview of these key stages for offline tracking and management.
Navigation Path:
Admin Dashboard > Review > Pipeline > Click of Excel Icon
The KRA/KPI Approval section under Review allows managers and admins to review submitted employee KRAs/KPIs. You can view details for Pending, Completed, or Expired submissions. This ensures goals are validated before proceeding in the performance cycle.
Navigation Path:
Review > Team > KRA/KPI Approval > Select Pending/Completed/Expire > Under Action Click View Details
The Target Setting section under Review > Team lists employees who need to define their performance goals for the current cycle. The Initiate button in the Action column allows managers or admins to start or facilitate this target-setting process for individual employees. You can use tabs like Pending to filter the list.
Navigation Path:
Review > Team > Target Setting > Select PENDING > Under Action click Initiate
Creating a structure defines the framework for Key Result Areas (KRAs) and Key Performance Indicators (KPIs). This organizes performance measurement for specific cycles, departments, and designations.
Navigation Path:
Review > Organization > KRA-KPI Creation > Click on Create Structure > Fill Details > Click on Proceed
Update reviewers for KRA/KPI Mapping to manage performance review assignments. This process allows updating reviewer details, potentially in bulk via an Excel template import.
Navigation Path:
Review > Organization > KRA-KPI Mapping > Click on Update Reviewers > Fill Details > Download Excel Template > Fill Details in Excel Template > Import Excel Template > Submit
You can create new objectives in the Self, Team, or Organization sections. This defines clear, measurable goals aligned with priorities at personal, team, or organizational levels.
Navigation Path:
Objective > Self/Team/Organization > Click on Create Objective > Fill Details > Click Submit
Create objectives in Self, Team, Organization sections. Adding to the Library makes the objective a centralized, reusable goal for the organization.
Navigation Path:
Objective > Self/Team/Organization > Create Objective > Fill Details > Click Add to Library
The Appreciation section enables recognizing employee contributions by giving badges. This helps foster a culture of recognition and boost morale across Self, Team, Organization levels.
Navigation Path:
Feedback > Appreciation > Self/Team/Organization > Click on Appreciate > Select Employee & Batch > Click Submit
Configure badges to enable or disable them for employee recognition. This manages which appreciation badges are available to be given across the organization.
Navigation Path:
Feedback > Appreciation > Badges > Status > Select/Deselect Badges for the employee
Create custom appreciation badges to recognize employee achievements and positive behaviors. This allows tailoring recognition to your organization’s specific values and initiatives, fostering a culture of appreciation.
Navigation Path:
Feedback > Appreciation > Badges > Click Create > Fill Details > Click Submit
The One-to-One feature provides a dedicated space to schedule and track individual meetings like feedback sessions or check-ins. This promotes open communication and supports professional growth. You can schedule meetings within the Self, Team, or Organization sections.
Navigation Path:
Feedback > One to one > Self/Team/Organization > Click on Schedule One to one > Fill Details > Click Submit
Giving continuous feedback allows sharing insights, suggestions, or recognition. This feature, available in Self, Team, and Organization sections, promotes open communication, growth, and goal alignment throughout the performance cycle.
Navigation Path:
Feedback > Continuous Feedback > Self/Team/Organization > Click on Give Feedback > Fill Details and Click Submit
The Skills section allows administrators to define and manage key competencies for employee feedback and growth. Skills can be enabled or disabled as needed, focusing feedback on relevant competencies.
Navigation Path:
Feedback > Continuous Feedback > Skills > Status > Select/Deselect skills for the employee
Administrators can develop new skills in the Continuous Feedback section. This allows tailoring competencies for employee feedback and development, ensuring relevance to organizational needs.
Navigation Path:
Feedback > Continuous Feedback > Skills > Click Create > Fill Details > Click Submit
The Configuration section allows management eligibility and notification settings for Feedback features. You can set the scope for who is eligible and control which roles receive alerts for Appreciation, Continuous Feedback, and One to One event.
Navigation Path:
Feedback > Configuration > Select the permissions > Click Update
Initiating a Performance Improvement Plan starts a formal process to address employee performance concerns. You can initiate a PIP for individuals from the Team or Organization view.
Navigation Path:
Feedback > PIP > Team/Organization > Click Initiate Performance Improvement Plan > Fill the details > Click Submit
Navigation Path:
Feedback > PIP > Team/Organization > Click Bulk Import > Fill the details > Click Submit
The PIP section allows managing and tracking Performance Improvement Plans for individuals or teams. You can view details like status and conclusion for plans across the organization. While notifications for PIP completion, extension, and termination exist, the provided sources do not detail the specific steps to perform the actions ‘End PIP & Retain’, ‘Extend PIP’, or ‘Notify HR to Terminate’ through the interface.
Navigation Path:
Feedback > PIP > Team/Organization > Select the Plan > Go to Action > Select End PIP & Retain / Extend PIP / Notify HR to Terminate > Fill the details > Click Submit
You can use the Bulk Upload Grade feature in the Normalization section to efficiently update grades for multiple employees at once. This helps ensure fairness and consistency in performance ratings.
Navigation Path:
Compensation > Normalization > Click on Bulk Upload Grade > Fill Details > Click Submit
The Compensation > Appraisal section lets you monitor and compute employee appraisal outcomes. Use the Compute button in the Action column to calculate or finalize the appraisal for an employee.
Navigation Path:
Compensation > Appraisal > Action > Click Compute
The Promotion section in Zimyo allows organizations to manage and approve employee promotions as part of the performance management and appraisal process. Promotions recognize employee achievements and can involve movement to higher job roles with increased responsibilities, status, and salary. This section provides a streamlined way to handle these approvals.
Navigation Path:
Compensation > Promotion > Action > Select Tick/Cross > Verify
The Reports module in Zimyo provides access to various performance reports for Review, OKR, and Feedback activities. These sections allow you to view different reports summarizing data related to performance reviews, objectives, key results, continuous feedback, one-to-one meetings, and employee appreciation.
Navigation Path:
Reports > Review/OKR/Feedback > Click View > Download Report
The Category section under Incentive in Zimyo allows organizations to create and manage different incentive categories. Each category groups specific incentive rules, making it easier to organize and administer various types of rewards based on business needs.
Navigation Path:
Incentive > Category > Create > Fill Details > Click Submit
Use the Bulk Upload feature in the Incentive > Category section to add multiple incentive categories at once. This helps organize different reward types efficiently.
Navigation Path:
Incentive > Category > Bulk Upload > Fill Details > Click Submit
You can manage and update existing incentive categories in the Incentive module. The Category section displays a table of categories where you can perform actions like editing or deleting them.
Navigation Path:
Incentive > Category > Action > Click on Edit Icon > Make the changes > Click Submit
The Set-Up section under Compensation in Zimyo settings allows administrators to create and manage various compensation plans and their applicability within the organization. You can create new compensation setups for different evaluation cycles.
Navigation Path:
Settings > Compensation > Click Create > Fill Details & Click Submit
The Review section under Settings > People allow management of employee performance review cycles and reviewer assignments. Use this section to efficiently update reviewers for multiple employees using bulk actions.
Navigation Path:
Settings > People > Update Reviewers > Download Excel Template > Fill Excel Template > Import Excel Template > Click Submit
The Year section under Settings > Objective allows administrators to define time periods for OKR cycles. You can easily create new years to represent upcoming OKR cycles.
Navigation Path:
Settings > Objective > Year > Click Create Year > Fill Details > Click Submit
The Cycle section under Settings > Objective allows administrators to configure periods for tracking and evaluating objectives and key results (OKRs). You can easily create new objective cycles here.
Navigation Path:
Settings > Objective > Cycle > Click Create Objective Cycle > Fill Details > Click Submit
Objective cycles are typically managed in the Cycle section under Settings > Objective. The provided path describes navigating to the Workflow settings for objectives.
Navigation Path:
Settings > Objective > Workflow > Select the objective on the left > Fill the details > Click Save
The Theme section under Settings > Objective allows administrators to customize the color coding and labels used to visually represent the progress of objectives based on completion percentages. This feature helps make OKR progress easy to understand at a glance.
Navigation Path:
Settings > Objective > Theme > Make the changes > Update
Objective cycles are managed in the Cycle section under Settings > Objective. The path provided goes to workflow settings for approvals and permissions.
Navigation Path:
Settings > Objective > Workflow > Select the objective on the left > Fill the details > Click Save
The KRA section under Library is a central repository for managing Key Result Areas. You can create new KRAs or use the bulk upload feature to efficiently add many at once, standardizing performance expectations.
Navigation Path:
Settings > Library > KRA > Click Create/Bulk Upload > Fill Details > Click Submit
The KPI section under Library is a central repository for managing Key Performance Indicators. Create or bulk upload KPIs here to standardize performance measurements across the organization.
Navigation Path:
Settings > Library > KPI > Click Create/Bulk Upload > Fill Details > Click Submit
The Competency or Competency and Skills section under the Library allows managing organizational competencies. You can create new ones or use the bulk upload feature to efficiently add many at once.
Navigation Path:
Settings > Library > Competency > Click Create/Bulk Upload > Fill Details > Click Submit
The Competency and Skills section under Settings > Library is where you manage organizational skills and competencies. Create new ones or use bulk upload to standardize performance evaluation and employee development.
Navigation Path:
Settings > Library > Competency & Skills > Click Create/Bulk Upload > Fill Details > Click Submit
The Objective section under Library is a central repository for managing organizational objectives. You can create new ones or use the bulk upload feature here.
Navigation Path:
Settings > Library > Objective > Click Create/Bulk Upload > Fill Details > Click Submit
The Skills section under Library is where you manage essential organizational skills. You can create new skills or use the bulk upload feature to add many efficiently.
Navigation Path:
Settings > Library > Skills > Click Create/Bulk Upload > Fill Details > Click Submit
The Appreciation Badges section under Library is where you manage digital badges used for employee recognition. You can create new badges here.
Navigation Path:
Settings > Library > Appreciation Badges > Fill Details > Click Submit
The Review Feedback Form section under Settings > Library manages forms for collecting feedback. Create new forms here for reviews or other feedback processes.
Navigation Path:
Settings > Library > Review Feedback Form > Fill Details > Click Submit
The Bulk Goals Setting section under Imports allows administrators to efficiently upload and assign multiple goals or objectives to employees using a template.
Navigation Path:
Settings > Imports > Bulk Goals Setting > Bulk Import > Fill Details > Click Submit
The Bulk Goals Achievement section under Imports allows administrators to efficiently update and record the achievement status of multiple employee goals at once using a bulk import feature. This saves significant manual effort for large teams or the entire organization.
Navigation Path:
Settings > Imports > Bulk Goals Achievements > Bulk Import > Fill Details > Click Submit
The Quick Performance Evaluation section under Imports allows administrators to efficiently upload and update employee performance data in bulk. This feature uses a bulk import function to quickly assess and record evaluation results for multiple employees simultaneously, which is especially helpful during appraisal periods.
Navigation Path:
Settings > Imports > Quick Performance Evaluation > Bulk Import > Fill Details > Click Submit
The Bulk Objective section under Imports allows administrators to upload and assign multiple objectives to employees at once. This streamlines the OKR management process, simplifying the setting of objectives for large teams or the entire organization and ensuring consistency. The Bulk Import feature involves downloading a predefined template, filling in objective details, and uploading the file.
Navigation Path:
Settings > Imports > Bulk Objective > Bulk Import > Fill Details > Click Submit
The Bulk Objective Key Results section under Imports allows administrators to efficiently upload and assign multiple key results to objectives for large groups of employees at once. This streamlines setting and updating key results, saving time and ensuring consistency in OKR management across the organization.
Navigation Path:
Settings > Imports > Bulk objective key results > Bulk Import > Fill Details > Click Submit
The Bulk Structure section under Imports allows administrators to efficiently upload and manage organizational structures such as departments, designations, entities, and locations in bulk. This feature streamlines the process of setting up or modifying large-scale organizational structures, saving significant manual effort and ensuring consistency.
Navigation Path:
Settings > Imports > Bulk Structure > Bulk Import > Fill Details > Click Submit
Navigation Path:
Settings > Email > Review / Objective > Select on the email/objective > Click under the designation to allow permission
The Library section under Email settings in Zimyo is where administrators manage all email templates used for various HR processes. This section allows you to view, create, and edit these templates. Within this section, you can customize the subject line and content of each template to ensure consistent and automated communication.
Navigation Path:
Settings > Email > Library > Select the mail template > Action > Make the changes > Click Submit
Navigation Path:
Settings > Email > Library > Select the email template > Make the changes > Click Submit
