Synergita Perform

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Introduction & Getting Started 15

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• Overview of Synergita
• What are the different editions available in Synergita?
• Accessing the system
• Landing Page
• Playing around Synergita Test Drive

See all 15 articles

Employee Management 34

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• Employee Profile Management - HR Information System
• Employee Profile
• How do I view my team members?
• How to add new employees in the system?
• How do I update/edit Employee Information?

See all 34 articles

Performance Management 58

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• Goal Setting for Employees
• How to Provide feedback?
• How to provide recommendation?
• How to approve feedback?
• How to approve recommendation?

See all 58 articles

Continuous Feedback 23

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• How to manage continuous feedback category?
• How to view continuous feedback's received by a team member and post comments?
• How do I access my Continuous Feedback?
• How do I provide or manage Continuous Feedback in PMS?
• How do I edit my posted feedback on the Continuous Feedback wall?

See all 23 articles

Awards Management 1

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• How to manage rewards?

Employee Development 7

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• How To View Details on My Training?
• How to View My Team Members Training Log?
• How can I recommend training to a team member?
• How to update Training logs?
• How to Add a New Training Course/Program?

See all 7 articles

Normalization 13

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• Normalization of Employee Score - FAQs
• Normalization Of Ratings
• Normalization of Ratings - HR Perspective
• How to export the normalized rating?
• How to import the normalization ratings?

See all 13 articles

Employee Engagement 6

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• How to configure Culture score /Fair Rating Plan feature?
• What is E-Communication in PMS?
• Culture Score
• Where can I see unread emails?
• How do I send an email using E-Communication?

See all 6 articles

Analytical Reports 47

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• How to enable reports?
• About Synergita Reports
• Accessing reports in the system
• How to generate Employee Feedback Status Report?
• Performance Rating and Score / Recommendation report

See all 47 articles

Salary Revision Management 10

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• How to manage salary revision letter templates?
• A complete process of managing salary revision letters?
• How can I view already published salary revision letters?
• How to automate the distribution of Salary Revision Letters?
• How do I log in to the salary revision page?

See all 10 articles

360 Degree Appraisal 3

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• 360 Degree Appraisal - FAQs
• What are the steps involved to conduct a 360 Degree Survey?
• How to create a Survey Template

HR Administration - Performance Management 28

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• How to create and manage Feedback Forms / Templates?
• How to create and manage sections?
• How to setup a Review Period?
• How to create and manage grade scales in Synergita PMS
• How to create a cycle

See all 28 articles

HR Administration - Advanced 6

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• How to create a new sections in the feedback form?
• How to build & maintain your organizations goals & competency library?
• How to publish feedback forms?
• Employee Grading in Performance Appraisals
• PIP Module - Manager Perspective

See all 6 articles

HR Administration - Employee Profile Setup 12

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• How to manage Tracks?
• How to manage employee work roles?
• How to manage employee designations?
• How to update group relationships in the system (e.g., HR, HOD, etc.) / How to manage Group Heads?
• How to create and manage skill categories?

See all 12 articles

Organization Setup 6

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• How to setup a company?
• How to create and manage location types?
• How to manage locations?
• How to manage divisions?
• How to manage departments?

See all 6 articles

Email Notifications 7

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• How to configure and manage email notifications and dispatch details?
• How can I set/change the frequency of the reminder
• How can I configure reminders using the Reminders option?
• Manage Notifications
• How can I turn off an email notification?

See all 7 articles

Steps to Setup Synergita 6

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• Steps to setup Synergita
• Import Educational Details
• Import Employee Work Experience Details
• How to bulk import Employee data?
• How to upload Training logs for an employees in a bulk manner

See all 6 articles

Import / Export 5

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• How to Import Goals?
• How to Import Master List of Training Courses?
• Is it possible to bulk import skill details for employees?
• How to bulk import Reviewers?
• How to Deactivate employees In Bulk

Privacy Policy 1

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• Privacy Policy - FAQs

Security 1

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• Security considerations

Integration 3

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• Integration with other systems - FAQs
• Single Sign On Implementation & Google authentication for login
• How can HR track and view integration log files in Synergita?

FAQ 9

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• Login Related Issues
• General Login Related FAQs
• Security FAQ
• Password Complexity Requirements
• Security FAQs-2

See all 9 articles

Tenant Admin Modules 0

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Promotion 10

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• How to configure/setup the Promotion process?
• How to Nominate an Employee for Promotion?
• How to approve/reject nominated employee?
• How to approve nominated employees in bulk?
• How to publish the employee promotion nomination?

See all 10 articles

Sentiment Analysis 1

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• SENTIMENT ANALYSIS

OKRs

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Basics of OKR 5

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• Objective & Key Results
• OKR Best Practices
• What are OKR Templates?
• What is Confidence Level
• Understanding Financial Periods in Synergita OKR

Using Synergita OKR 28

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• Getting Started
• Navigating Synergita OKR
• OKR Dashboard
• How to create Company OKR?
• How to create Team OKR?

See all 28 articles

OKR Administration 7

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• Add New Users
• Remove Users
• How to configure OKR for your organization
• Upgrade to OKR Lite Plan
• Upgrade to OKR Growth Plan

See all 7 articles

Integration 10

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• HRMS Integration
• Integration with MS Teams
• Receive Notifications in MS Teams
• Updating Progress from MS Teams
• Integration with Slack

See all 10 articles

OKR Knowledge Base Videos 8

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• Synergita OKR- A walkthrough!
• Two minutes guide to configure OKR
• Create Company OKR
• View and Edit company OKR
• Create Individual OKR

See all 8 articles

Knowledge Base Videos

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HR Administration 15

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• How to extend a process cycle?
• How to reset password?
• How to pre-close a process cycle?
• How to reopen a process cycle?
• How to bulk import employee data?

See all 15 articles

Review Cycle Readiness

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Cycle Initiation - Checklist 2

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• Review Cycle Readiness Checklist
• A walkthrough of the best practices for the Appraisal Process cycle

Synergita Enhancements

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Release Notes 83

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• Synergita OKR Version 8.3.0
• Synergita OKR Version 8.2.0
• Synergita OKR Version 8.1.0
• Synergita OKR Version 8.0.0
• Synergita OKR Version 7.0.0

See all 83 articles

Webinar

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2017 Webinars 4

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• Employee Profile Management & HR Admin Tasks
• GOALS MANAGEMENT IN SYNERGITA
• Employee Touchpoints that you can create with Synergita
• Touch points that you can create with Synergita. (Session - 1)

2018 Webinars 1

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• Drive Better Employee Engagement Through Email Communication

2021 Webinars 4

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• Appraisals in WFH Era - How to do ?
• How to Rollout OKR Successfully to achieve high growth in your Organization?
• Engaging and Managing your Team During COVID, on Synergita
• Conducting an 360 Degree review Employee satisfaction survey in Synergita

Implementation steps

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Project Initiation steps 6

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• All Editions
• Engage edition
• Perform edition
• Perform Plus edition
• OKR edition

See all 6 articles