Synergita Perform

---

Introduction & Getting Started 16

---

• 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 34

---

• 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 57

---

• 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

---

• 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

---

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

See all 8 articles

Normalization 9

---

• 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

---

• How to configure Manage Fair Rating Plan feature?
• E-Communication
• Culture Score
• Where can I see unread emails?

Analytical Reports 44

---

• 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

---

• 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

---

• 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

---

• 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 6

---

• 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 11

---

• How to manage Tracks?
• How to manage employee work roles?
• How to manage employee designations?
• How to manage Group Heads?
• How to manage courses?

See all 11 articles

Organization Setup 6

---

• 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 6

---

• 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

---

• 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

---

• 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?
• How to Deactivate employees In Bulk

Privacy Policy 1

---

• Privacy Policy - FAQs

Security 1

---

• Security considerations

Integration 3

---

• Integration with other systems - FAQs
• Single Sign On Implementation & Google authentication for login
• HR's Guide to Track Integration Log Files in Synergita

FAQ 9

---

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

See all 9 articles

Tenant Admin Modules 0

---

Promotion 8

---

• 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

---

• SENTIMENT ANALYSIS

OKRs

---

Basics of OKR 5

---

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

Using Synergita OKR 27

---

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

See all 27 articles

OKR Administration 7

---

• 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 5

---

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

OKR Knowledge Base Videos 8

---

• 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

---

HR Administration 15

---

• 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

---

Cycle Initiation - Checklist 2

---

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

Synergita Enhancements

---

Release Notes 83

---

• 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

---

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

2021 Webinars 4

---

• 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

---

Project Initiation steps 6

---

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

See all 6 articles