Knowledge base

---

Introduction & Getting Started 7

---

• What is Synergita?
• How can I sign up for Synergita?
• What are the different editions available in Synergita?
• Accessing the system
• Playing around Synergita Test Drive

See all 7 articles

Employee Management 22

---

• 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 22 articles

Performance Management 27

---

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

See all 27 articles

Continuous Feedback 12

---

• 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 feedback / award for an employee?
• Can I edit/delete after posting a continuous feedback?

See all 12 articles

OKR 3

---

• How to view, edit and delete my OKR?
• How to create OKR?
• How to update OKR progress?

Awards Management 1

---

• How to manage rewards?

Employee Development 8

---

• 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 Records?
• How to Add a New Training Course/Program?

See all 8 articles

Normalization 8

---

• 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 8 articles

Employee Engagement 4

---

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

Analytical Reports 35

---

• 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 35 articles

Salary Revision Management 7

---

• How to manage salary revision letter templates?
• How to create 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 7 articles

360 Degree Appraisal 2

---

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

HR Administration - Performance Management 16

---

• How to create and manage Feedback Forms / Templates?
• How to create and manage sections?
• How to create a new Workflow?
• How to work with elements in a Workflow Designer?
• How to create & manage competencies/attributes - Organization Library?

See all 16 articles

HR Administration - Advanced 18

---

• How to add/modify rating scales?
• Workflow/Process Flow Chart - Tools & Activities
• How to create a new workflow or a process map?
• How to view/modify the workflow?
• How to create a new sections in the feedback form?

See all 18 articles

HR Administration - Employee Profile Setup 9

---

• 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 9 articles

Organization Setup 10

---

• 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 10 articles

Email Notifications 2

---

• How to configure and manage email notifications and dispatch details?
• How to set up activation days for reminder and escalation emails?

Steps to Setup Synergita 6

---

• Steps to setup Synergita
• Import Educational Details
• Import Employee Work Experience Details
• How to bulk import Employee data?
• Import of Training Details

See all 6 articles

Import / Export 3

---

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

Privacy Policy 1

---

• Privacy Policy - FAQs

Security 1

---

• Security considerations

Integration 2

---

• Integration with other systems - FAQs
• Single Sign On Implementation & Google authentication for login

FAQ 10

---

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

See all 10 articles

Tenant Admin Modules 1

---

• How to add and modify users?

Promotion 8

---

• How to Configure Promotion?
• How to Nominate an Employee?
• How to approve nominated employee?
• How to approve nominated employees in bulk?
• How to publish the employee promotion nomination?

See all 8 articles

Synergita Enhancements

---

Release Notes 51

---

• Synergita Version 2.9 released on 25 April 2020
• Synergita Version 2.8.4 released on February 04, 2020
• Synergita Version 2.8.3 released on November 29, 2019
• Synergita Version 2.8.2 released on October 29, 2019
• Synergita Version 2.8.1 released on September 14, 2019

See all 51 articles

Webinar

---

2017 Webinars 4

---

• 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

---

• Drive Better Employee Engagement Through Email Communication

2019 Webinars 0

---

Implementation steps

---

Steps 2

---

• Project Initiation
• Step:2 Requirements Collection 1.3