Synergita is very simple and easy to setup. This document provides you step by step guidance on setting up Synergita for your Organization.


Step 1: Upload Employee Details

Basic and Personal details Upload employee details like Employee Number, Name, DOJ, DOB, Organization, Designation, etc.  Help
Education details Upload employee's education details like graduation, Institution etc.  Help
Experience details Upload employee's previous work experience details including Company name, Job title, Job description, duration, etc.  Help

Step 2: Upload Reporting Structure

Reporting manager details Upload the reporting manager data for all the employees.  Help
Assign Group Heads Set the Group heads of the organization like Department Head, Company Head, Group HR.  Help

Step 3: Feedback Forms

Feedback Forms Set the Group heads of the organization like Department Head, Company Head, Group HR.  Help

Step 4: Appraisal Process

Setup the appraisal process Define the appraisal process with the required steps such as manager assessment, approvals, etc.  Help
Notification content and recipient details Setup the contents for the E-mail notifications and the recipient details.  Help
Final Grade Mapping Mechanism Configure business rules to automatically assign final rating as per the overall score.  Help
Reminder & Escalation Notification content and schedule. Define the appraisal process with the required steps such as manager assessment, approvals, etc.  Help

Step 5: Continuous Feedback

Categories Define the categories required for continuous feedback.  Help
Awards Setup awards and also who can give/view the awards.  Help
Email Notifications Configure the email notifications for continuous feedback and awards.  Help

Step 6: Development

Training courses Set the list of training courses in your Organization.  Help
Upload Training Logs Update/Upload the training attendance logs into the system.  Help

Step 7: Compensation

Compensation revision approval process and revision letter format Define the compensation process in your organization. And also define the format of the compensation revision letters to be sent across.  Help
Email Notification Configure the related email notifications.  Help

Step 8: Reports

Enable Reports Enable the reports for each role (like Manager, HR, Department head).  Help