Knowledge base

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Introduction & Getting Started 15

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• What is Synergita?
• How can I sign up for Synergita?
• What are the different editions available in Synergita?
• Accessing the system
• Landing Page

See all 15 articles

Employee Management 24

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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 24 articles

Performance Management 45

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

See all 16 articles

OKR 3

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

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

See all 8 articles

Normalization 8

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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 8 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 38

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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 38 articles

Salary Revision Management 7

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• 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 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 14

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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 set up a feedback cycle?
• How to setup the timelines for each workflow activity?

See all 14 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 4

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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

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?
• Import of Training Details

See all 6 articles

Import / Export 3

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

Privacy Policy 1

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• Privacy Policy - FAQs

Security 1

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• Security considerations

Integration 2

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

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 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

Knowledge Base Videos

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HR Administration 10

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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 10 articles

Review Cycle Readiness

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Cycle Initiation - Checklist 1

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• Review Cycle Readiness Checklist

Synergita Enhancements

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Release Notes 58

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• Synergita Version 3.3
• Synergita Version 3.2
• Synergita Version 3.1
• Synergita Version 3 released on 24 December 2020
• Synergita Version 2.9.3 released on 11 November 2020

See all 58 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

2019 Webinars 0

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2021 Webinars 2

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• Appraisals in WFH Era - How to do ?
• How to Rollout OKR Successfully to achieve high growth in your Organization?

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