Synergita is very simple and easy to setup. This document provides you step by step guidance on setting up Synergita for your Organization.
Step 1: Upload Employee Details
| Basic and Personal details | Upload employee details like Employee Number, Name, DOJ, DOB, Organization, Designation, etc. | Help |
| Education details | Upload employee's education details like graduation, Institution, etc. | Help |
| Experience details | Upload employee's previous work experience details including Company name, Job title, Job description, duration, etc. | Help |
Step 2: Upload Reporting Structure
| Reporting manager details | Upload the reporting manager data for all the employees. | Help |
| Assign Group Heads | Set the Group heads of the organization like Department Head, Company Head, Group HR. | Help |
Step 3: Feedback Forms
| Feedback Forms | Set the Group heads of the organization like Department Head, Company Head, Group HR. | Help |
Step 4: Appraisal Process
| Setup the appraisal process | Define the appraisal process with the required steps such as manager assessment, approvals, etc. | Help |
| Notification content and recipient details | Setup the contents for the E-mail notifications and the recipient details. | Help |
| Final Grade Mapping Mechanism | Configure business rules to automatically assign the final rating as per the overall score. | Help |
| Reminder & Escalation Notification content and schedule. | Define the appraisal process with the required steps such as manager assessment, approvals, etc. | Help |
Step 5: Continuous Feedback
| Categories | Define the categories required for continuous feedback. | Help |
| Awards | Setup awards and also who can give/view the awards. | Help |
| Email Notifications | Configure the email notifications for continuous feedback and awards. | Help |
Step 6: Development
| Training courses | Set the list of training courses in your Organization. | Help |
| Upload Training Logs | Update/Upload the training attendance logs into the system. | Help |
Step 7: Compensation
| Compensation revision approval process and revision letter format | Define the compensation process in your organization. And also define the format of the compensation revision letters to be sent across. | Help |
| Email Notification | Configure the related email notifications. | Help |
Step 8: Reports
| Enable Reports | Enable the reports for each role (like Manager, HR, Department head). | Help |