Knowledge base

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Introduction & Getting Started 16

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

See all 16 articles

Employee Management 33

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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 33 articles

Performance Management 57

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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 57 articles

Continuous Feedback 16

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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 to provide Continuous Feedback / Award for an employee?
• Can I edit/delete after posting a continuous feedback?

See all 16 articles

Awards Management 1

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• How to manage rewards?

Employee Development 8

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• How To View Details on My Training?
• How to View My Team Members Training Log?
• How to Recommend Training to a Team Member?
• How to update Training logs?
• How to Add a New Training Course/Program?

See all 8 articles

Normalization 9

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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 9 articles

Employee Engagement 4

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• How to configure core value rating feature?
• E-Communication
• Culture Score
• Where can i see unread emails?

Analytical Reports 44

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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 44 articles

Salary Revision Management 8

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• How to manage salary revision letter templates?
• How to manage salary revision letters?
• How to view and download the appraisal letter from the system?
• How to automate the distribution of Salary Revision Letters?
• How to login to salary revision page?

See all 8 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 21

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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?
• How to set up a Process Cycle?

See all 21 articles

HR Administration - Advanced 4

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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

HR Administration - Employee Profile Setup 12

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• How to manage Tracks?
• How to manage employee work roles?
• How to create and manage employee relationships?
• How to manage employee designations?
• How to manage Group Heads?

See all 12 articles

Organization Setup 8

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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 8 articles

Email Notifications 6

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• How to configure and manage email notifications and dispatch details?
• How to set up activation days for reminder and escalation emails?
• How to configure reminders through Manage Reminders
• Manage Notifications
• How to turn off an email notification?

See all 6 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 4

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• How to Import Goals?
• How to Import Master List of Training Courses?
• How to Import Master List of Employee Skills?
• How to bulk import Reviewers?

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
• HR's Guide to Track Integration Log Files in Synergita

FAQ 10

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

See all 10 articles

Tenant Admin Modules 1

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• How to add and modify users?

Promotion 8

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• How to Configure Promotion?
• 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 8 articles

Sentiment Analysis 1

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• SENTIMENT ANALYSIS

OKRs

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Objectives and Key Results 19

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• Objective & Key Results
• Getting Started
• How to Create Company OKR?
• How to create Team OKR?
• How to create Individual OKR?

See all 19 articles

OKR Administration 7

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• Add New Users
• Remove Users
• Setting up OKR for an Organization
• Upgrade to Synergita OKR Paid Edition
• How does the system calculate the Objective Progress?

See all 7 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 69

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• Synergita Version 3.16 released on September 25, 2023
• Synergita Version 3.15 released on September 8, 2023
• Synergita Version 3.14 released on July 31, 2023
• Synergita Version 3.13 released on June 30, 2023
• Synergita Version 3.12 released on May 21, 2023

See all 69 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 5

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