Zimyo Help Center
Hi, how can we help you today? Answers and step-by-step paths for every Zimyo product.
Core HR
Manage employee data, workflows, attendance, shifts and leave.
9 questions →Advance HR
Onboarding and offboarding, helpdesk queries and asset tracking.
6 questions →Payroll
Run monthly payroll, publish payslips, settle F&F and handle tax declarations.
7 questions →Timesheet
Add projects, record time logs and track billable hours.
2 questions →Performance
Set goals, run reviews and appraisals, and download performance reports.
6 questions →Employee Self-Service
Apply for leave, download payslips and raise requests on the web or the app.
3 questions →Engage
Announcements, surveys, appreciation and one-to-one meetings.
5 questions →Finance
Travel desk, expenses, vendors and petty cash, from request to approval.
5 questions →Recruit
Post jobs, parse resumes, screen candidates and schedule interviews.
4 questions →Frequently asked questions
Paths show where each setting lives in the Zimyo admin portal.
Getting Started
6Logging in, the mobile app and how to reach support.
How do I contact Zimyo customer support?
Email support@zimyo.com with your company name, the module and what you were trying to do. Screenshots help us resolve it faster.
You can also call us on +91 93117 76363 (India) or +971 55 884 1693 (UAE). Your company's Zimyo SPOC (single point of contact, usually your HR admin) can raise an issue for you too.
Where do I log in to Zimyo?
On the web, log in at zimyo.work (also the Login link at the top of this site). On your phone, use the Zimyo app for Android or iPhone.
I can't log in to the portal. What should I do?
If you see “You have entered the wrong email ID or password”:
- Check your email ID and password and try again.
- Reset your password with the Forgot Password option on the login page.
- Still locked out? Ask your company's SPOC to check that your email ID is registered correctly in Zimyo.
Is there a Zimyo mobile app?
Yes. Employees can mark attendance (including geo-fenced and selfie attendance), apply for leave, view payslips and raise requests from the Zimyo app on Android and iPhone. Admins choose which mobile features are switched on under Core HR › Employee › Configuration › General Settings › Mobile Settings.
How can I see the emails Zimyo has sent?
In the admin portal, click your profile picture (top right) › Settings › Logs › Email and choose a date range. Every email the system sent in that period is listed.
Core HR
9Employee records, attendance, shifts, leave and holidays.
How do I add employees, one at a time or in bulk?
Path: Core HR › Employee › Employee Master › Take Action
- Add Manually adds a single employee.
- Bulk Creation adds many employees at once from a template.
How do I edit employee records in bulk?
Path: Core HR › Employee › Employee Master › Take Action › Bulk Updation
- Download the template.
- Fill in or update the employee details.
- Save the file and upload it again to apply the changes.
How do I create a new shift?
Path: Core HR › Leave & Attendance › Shift › Create New
How do I add a new leave rule?
Path: Core HR › Leave & Attendance › Leave › Add Leave Rule
How do I add a holiday?
Path: Core HR › Leave & Attendance › Holidays › Create New
How do I apply leave in bulk for employees?
Path: Core HR › Leave & Attendance › Employee Calendar › Bulk Update › Apply Leave
Download the template, fill in the details and upload it.
How do I enable geo-fencing for employees?
Path: Core HR › Employee › Configuration › General Settings › Mobile Settings › Enable Geo-Fencing for Employees
Turn the setting on, then click View to check which employees it applies to.
How do I turn on selfie attendance?
Path: Core HR › Leave and Attendance › Shift › View Shift › More Options
Find the shift, click View Shift under Action, open More Options and tick Selfie Attendance.
How do I enable two-factor authentication?
Path: Core HR › Employee › Configuration › Employee Settings › Enable two factor authentication
Advance HR
6Onboarding, offboarding, helpdesk and assets.
How do I add a new candidate for onboarding?
Path: Advance HR › Onboarding › Candidate › Create New › Add Manually
Fill in the details and click Submit. Choose Bulk Create instead to import many candidates from the Excel template.
How do I create an onboarding process flow?
Path: Advance HR › Onboarding › Configuration › Process Flow › Create New
Fill in the details and click Submit.
How do I import exit requests in bulk?
Path: Advance HR › Offboarding › Exit Request › Bulk Separation
Download the template, fill in each employee's details, import the Excel file and click Submit.
How do I change the default notice period?
Path: Advance HR › Offboarding › Configuration › General Settings
Enter the number of days under Default Notice Period. It applies unless a different period is set for an employee or role.
How do I add a helpdesk category?
Path: Advance HR › Help Desk › Configuration › Manage (under Category) › Create New
Fill in the details and click Submit.
How do I add or assign assets?
Path: Advance HR › Asset › Asset List › Action
- Add Manually adds one asset.
- Bulk Assignment assigns many assets to employees from an Excel file.
Payroll
7Running payroll, payslips, bank sheets and TDS.
How do I run payroll for the month?
Path: Payroll › Run Payroll › Pending on Payroll › Success tab
Select the employees, click Lock Attendance and Proceed, then Next to review and run payroll.
An employee is missing from the Success tab. Why?
Check the Error tab: essential details such as date of joining, CTC or department are probably missing.
Path: Payroll › Run Payroll › Leave & Attendance › Action › Map/Edit CTC
How do I publish payslips to employees?
Publishing is the last step of the payroll run. It makes payslips available to employees in self-service.
Path: Payroll › Run Payroll › Pending on Payroll › Success tab › Lock Attendance and Proceed › Next › Review Information
How do I download the bank sheet?
The bank sheet is an Excel file with each employee's payment and account details, ready for salary disbursement. Download it from the last step of the payroll run (Download Bank Sheet).
How do I upload loss of pay in bulk?
Path: Payroll › Imports › Leave & Attendance › Loss of Pay
How do I override TDS for an employee?
Path: Payroll › Run Payroll › Review and Run Payroll › Bulk Upload › Override TDS
What is the difference between Freeze Employee and Freeze Entity?
Freeze Employee leaves selected employees out of this month's payroll. Freeze Entity locks the payroll of a whole entity, so no edits can be made after it.
Timesheet
2Clients, projects and billable hours.
What does the Timesheet dashboard show?
All projects, clients, billable hours and the estimated total cost of projects. You can filter by date and status and download reports such as clients vs approved hours, projects vs approved hours and projects vs employees.
How do I add clients?
In the Timesheet module, open Client and use Take Action to add clients one at a time or in bulk. For each client you can see the SPOC, active projects, project managers, billing currency and status.
Performance
6KRAs and KPIs, OKRs, reviews, PIPs and appraisals.
How do I create a KRA/KPI structure?
Path: Review › Organization › KRA-KPI Creation › Create Structure
Fill in the details and click Proceed. A structure sets the KRAs and KPIs for a cycle, department or designation.
How do I start target setting for employees?
Path: Review › Team › Target Setting › Pending
Click Initiate under Action for each employee.
How do I create an objective (OKR)?
Path: Objective › Self / Team / Organization › Create Objective
Fill in the details and click Submit.
How do I start a Performance Improvement Plan?
Path: Feedback › PIP › Team / Organization › Initiate Performance Improvement Plan
Fill in the details and click Submit. Use Bulk Import for several employees.
How do I finalise an employee's appraisal?
Path: Compensation › Appraisal › Action › Compute
How do I download performance reports?
Path: Reports › Review / OKR / Feedback › View › Download Report
Employee Self-Service
3What employees can do on the web and the app.
How do employees apply for leave or raise other requests?
Employees apply for leave, regularisation, comp-off, short leave, on duty and work from home from self-service on the web or in the Zimyo app. The request goes to their approver, and they can track its status there.
Where do employees find their payslips?
Once the admin publishes payslips for the month, employees can view and download them in self-service on the web or the app.
Can an admin apply leave on behalf of an employee?
Path: Core HR › Leave & Attendance › Employee Calendar
Select the employee, click Action and choose Apply Leave/Restricted Holiday.
Engage
5Announcements, surveys, recognition and one-to-ones.
How do I post an announcement?
Path: Engage › Announcements › Announcements List › Create Announcement
Add the title, description and audience (company, department, location, cost centre or designation), then click Post.
How do I create a survey?
Path: Engage › Surveys › Survey List › Create New
Add the questions, set start and end dates, configure it and click Post. Surveys can be one-time or recurring, and templates are available.
How do I add or edit appreciation badges?
Path: Engage › Appreciation › Badges › Configuration › Create Badge
Use the pencil icon to edit an existing badge's logo, title, description and default message.
How do I schedule a one-to-one meeting?
Path: Engage › One-to-One › Self › Schedule One-to-one Meeting
Fill in the meeting type, date, time and participants, then click Schedule.
How do I turn polls on the feed on or off?
Path: Engage › Feed › Configuration › Basic Configuration › Enable Poll
Finance
5Expenses, travel desk, vendors and petty cash.
How do I set up expense categories?
Path: Finance › Expense › Configuration › Define Category › Add Category
Categories such as Travel, Meals or Supplies let employees classify claims and keep reports accurate.
How do I set expense rules?
Path: Finance › Expense › Configuration › Rule › Add Rule
Set limits, frequency and who the rule applies to, link it to categories and click Submit.
How do I control how far ahead travel must be requested?
Path: Finance › Travel Desk › Configuration › Set Timeframe for planning future travels
How do I add a vendor?
Path: Finance › Vendor › Vendor List › Add New
Complete the vendor registration and compliance form, then click Submit.
How do I create a petty cash rule?
Path: Finance › Petty Cash › Configuration › Petty Cash Rule › Create New
Recruit
4Jobs, candidates and interviews in the applicant tracking system.
How do I add a candidate to a job?
In Jobs, open the three-dot menu on the job card and choose Add New Candidate. Fill in the candidate's details and click Submit.
Can I upload many resumes at once?
Yes. In Candidates, click Take Action and choose Add Bulk Resume Parsing or Add Bulk Excel. You can also Sync Resumes from there.
How do I reschedule or cancel an interview?
In Interviews, open the three-dot menu on the interview to reschedule it, update its status or cancel it.
How do I reuse a job posting?
From the job card's three-dot menu, choose Duplicate Job, or Duplicate Job as Internal Job to post it for employees only.
Contact Support
Tell us what’s going on: include your company name, the module and screenshots so we can help faster.
Still need help?
Our support team is here for you, Mon–Sat, 9:30 AM – 7:00 PM IST.
