Release Note | Zimyo Version 1.0
Release Note | Zimyo Version 1.0 – October 15, 2018
Document Purpose
The purpose of this document is to provide information about the newly launched features in version 1.0
The document helps the user to understand the purpose, prerequisites, and navigation of the newly launched features. Thus, helping him/her to use the application more effectively.
1. Dashboard
Feature
Easy to use dashboard which gives deep insight of employee’s information
Purpose
Beautiful and easy to use dashboard which helps you to:
View employee’s information in graphical format
Perform quick actions like “Add employee” or “Employee Separation
Prerequisites
N/A
Navigation
Left Navigation >>Dashboard
2. Employee Management
Figure 2.1
Feature
Create information-centric employee profile.
Purpose
Create a centralized database of employees which can be accessible from anywhere.
° Select and create your own employee data fields.
° Import bulk employee’s data in a go.
° ‘SELF-SERVICE’ option for employees where by they can view their day-to-day office activities like check-in check-out time, attendance, leave, pay slip, announcements.
Prerequisites
N/A
Navigation
Left Navigation >> Employee >> Create employee
Left Navigation >> Employee >> Import employee
Figure 2.2
Feature
Choose your employee import fields.
Navigation:
Left navigation >> Employee >> Import employee >> choose import fields
Figure 2.3
Feature
Create employee master for an organization that will be consistent throughout the process.
Purpose
Define the employee master which will act as a backbone for all your HRMS process.
° Add new fields with their unique configurations.
° Select the configuration of fields according to your organization policies.
Prerequisites
N/A
Navigation:
Left Navigation >> Organization
Figure 2.4
Feature
Define all the organizations master which will be integrated with all modules.
Purpose
Create department, designation, location, employee type master of an organization.
Prerequisites
N/A
Navigation:
Left Navigation >> Organization
Department
Designation
Location
Employee Type
3. Attendance
Figure 3.1
Feature
HR and managers can easily keep track of employees working hours.
Purpose
Keep track of employees working hours, check-in check-out time and maintain the attendance record by generating customized reports.
° Biometric data will be in sync with us 24*7.
° HR or manager can view records of late-coming, early-going, attendance missing, short hours of employees helping to monitor teams efficiency.
° The system generates the customized reports in excel and pdf format as well. Fetch data by applying department and employee wise filter.
° Also, upload/import the bulk employees attendance data through excel.
Prerequisites
N/A
Navigation
Left Navigation >> Attendance
Figure 3.2
Feature
Managers can view from ‘My Team’
Navigation
User Login >> Left Navigation >> My Team
Figure 3.3
Feature
Export/import the employee’s data.
Navigation
Left Navigation >> Attendance
Figure 3.4
Feature
Attendance Regularization
Purpose
An employee can anytime regularize the attendance which will be approved/rejected via workflow.
Employee -> Manager -> Head
Get notifications of request, approval and rejection with reason, if mentioned.
Prerequisites
N/A
Navigation
Left Navigation >> Attendance
Figure 3.5
Feature
Zimyo HRMS roster management simplifies the process of defining and managing employee duty rosters.
Purpose
Zimyo enables you to create multiple work shifts and work weeks for employees, facilitating your organizations leave management system accordingly.
Employee -> Manager -> Head
Get notifications of request, approval and rejection with reason, if mentioned.
Prerequisites
N/A
Navigation
Left Navigation >> Attendance>> Create Roster
Left Navigation >> Attendance>> Roster Management
4. Shift Configuration
Feature
Create multiple shifts and weekly offs for multiple employees across all locations.
Purpose
Create and manage various shifts and weekly offs for the group of employees.
Prerequisites
N/A
Navigation
Left Navigation >> Organization >> Employee Shift
5. Leave
Feature
Get your leaves approved/rejected in a go.
Purpose
A user can easily apply for leave 24*7 and get it approved by their hierarchy.
Employee -> Manager -> Head
Get notifications of request, approval and rejection with reason, if mentioned.
Prerequisites
N/A
Navigation
Left Navigation >> Apply Leave
Left Navigation >> My Team >> Approve/Reject
Left Navigation >> Leave >> Employee Leave Request
Apply for Leave
Figure 5.2
Action by Manager: Approve/Reject
Figure 5.3
Feature
Configure leave management as per your company policy.
Purpose
Define leave and holiday policies for various departments and locations that employees can avail at anytime.
° Payroll integrated.
° Import leave configuration with the pre-defined sample format.
° View when an employee is on leave, how many leaves an employee has taken in a month, total balance with customized reports.
° Make leave as paid/unpaid.
° Carry forward and encashment leaves option when the financial year changes.
Prerequisites
N/A
Access
This feature will be visible to all employees who have page permission and data access rights of leave.
Navigation:
Left Navigation >> Leave
6. Holiday
Figure 6.1
Feature
Add Holiday Type
Purpose
You can create holiday type master according to requirement
Prerequisites
N/A
Navigation
Left Navigation >>Organization >> Holiday Type
Figure 6.2
Feature
Create Holiday Calendar
Purpose
You can create yearly holiday calendar. Specify Holiday name, Date, Year, Type and Status
Prerequisites
N/A
Navigation
Left Navigation >> Leave >> Holiday Configuration
7. E-Separation
Figure 7.1
Feature
Configure Separation mode master
Purpose
Employee separation is one that results when an employee leaves employment of his/her own initiative through resignation. Zimyo HRMS allows to configure different separation reasons.
Prerequisites
N/A
Navigation
Left Navigation >> Organization >>Mode of separation
Figure 7.2
Feature
Employee can raise or withdraw separation request in just one click.
Purpose
No hard copies of resignation letter are required with easy to use Zimyo’s e-separation process.
Prerequisites
N/A
Navigation
Employee login >>Left Navigation >>e-Separation
Figure 7.3
Feature
Approver can view separation requests and take action on them.
Purpose
Approver can easily review separation reason, letter and can take necessary actions on separation requests.
Prerequisites
N/A
Navigation
Left Navigation >> e-Separation
8. Expense Management
Figure 8.1
Feature
Zimyo helps in establishing a single online system for applying claims and expense like mobile reimbursement, meals etc. across your organization.
Purpose
Create different expense type according to companys requirements
Prerequisites
N/A
Navigation
Left Navigation >> Organization >>Expense Type
Figure 8.2
Feature
Employee can claim expense without hassle
Purpose
Automated HRMS system allows employee to claim reimbursements simply. Employee can attach expense proof and can submit claim for reimbursement.
Prerequisites
N/A
Navigation
Employee login >>Left Navigation >>Expense management
Figure 8.3
Feature
Approver can easily view and download expense bills. Additionally, user can configure customized expense reports.
Purpose
Approver can easily review bills and can take necessary action on employees expense requests.
Prerequisites
N/A
Navigation
Left Navigation >>Expense Management
9. Assets
Figure 9.1
Feature
Asset Management allows you to define Asset Types and Asset Items, e.g. Laptop, Cell Phone, etc., and assign them to employees.
Purpose
Create different asset type database securely.
Prerequisites
N/A
Navigation
Left Navigation >> Assets >> Asset Type
Left Navigation >>Assets >> Asset Category
Figure 9.2
Feature
Assign and maintain record of asset assigned to employees. Additionally create customized asset reports
Purpose
Keep track of all the assets in the organization by their status like assigned, damaged, lost, available etc.
Prerequisites
N/A
Navigation
Employee login >>Left Navigation >>Asset management
10. Document
Feature
Safe and centralized way to manage and publish documents
Purpose
Ditch hard copies and manage all the document in a secure and automated way.
Prerequisites
N/A
Navigation
Left Navigation >>Document
11. Hierarchy
Feature
Show reporting lines and other hierarchical relationships among the organizations in your enterprise.
Purpose
View company hierarchy, org chart, functional chart in a go.
Prerequisites
N/A
Navigation
Left Navigation >>Hierarchy
12. Grievance
Figure 12.1
Feature
Zimyo provides a single help desk solution, where your employees can make service requests or to request help on various issues like IT issue, Admin issue etc.
Purpose
Create grievance master easily and take action on ticket raised by employee easily.
Prerequisites
N/A
Navigation
Left Navigation >>Grievance >> Category
Figure 12.2
Feature
Raise ticket so that they get addressed easily by concerned department.
Purpose
Zimyo permits employees to raise ticket related to grievance so that they can get easily addressed.
Prerequisites
N/A
Navigation
Employee Login >>Left Navigation >>Grievance >>
13. Reports and Logs
Figure 13.1
Feature
Zimyo provides number of customized reports in a go. Additionally, view logs for audit purpose.
Purpose
Download and view customized reports easily.
Prerequisites
N/A
Navigation
Left Navigation >>Reports
Left Navigation >> Log
Figure 13.2
