Synergita | Configure OKR

Organization Setup

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Company
Division
Department

Show Active

Aspire system
- Product management
- Sales team
  - India sales
  - Us sales
  - Uk sales
- Marketing team
Sales team
- Hr
- Marketing
- Sales
- Sales team
  - Department
Organization
- Organization 1
- Organization 2
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3
Organization
- Organization 1
  - Organization 1
  - Organization 2
  - Organization 3
- Organization 1
  - Organization 6
  - Organization 7
  - Organization 8
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3
Organization
- Organization 1
- Organization 2
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3

Resend invite Reset password

1 user selected Clear all Show only selected

Name	Last logged In	Reporting Manager
John Smith	27-Mar-2022 06:30 AM	Smith Allen
Alex Tom	27-Mar-2022 06:30 AM	Britto John
Sarah Smith	27-Mar-2022 06:30 AM	Vinoth Allen
L Liz Davis	27-Mar-2022 06:30 AM	Vinoth Allen

Name	Last logged	Reporting manager
John Smith	27-Mar-2022 06:30 AM	Smith Allen
Alex Tom	27-Mar-2022 06:30 AM	Britto John
Sarah Smith	27-Mar-2022 06:30 AM	Vinoth Allen
L Liz Davis	27-Mar-2022 06:30 AM	Sarah Smith
John Smith	27-Mar-2022 06:30 AM	Smith Allen
Alex Tom	27-Mar-2022 06:30 AM	Britto John
Sarah Smith	27-Mar-2022 06:30 AM	Vinoth Allen
L Liz Davis	27-Mar-2022 06:30 AM	Sarah Smith

Import user details

Download Template

To Import the user data, please download the excel template by clicking on the “User Template” button.

Populate the excel with user data and then import the file for validation.

Do not change the header names in the excel as this might lead to error during upload process.

User Template

01Step

Select template file

Choose Photo File

Choose File

Choose Import Template

Choose File

Import & Validate

Total Records: 85411

Valid Record (1000), Invalid Record (250)

You can export the invalid record and import again (or) You can proceed uploading the valid records by choosing the upload options.

Download

02Step

Import & Validate data

Click on START to import the users into the system and as a part of OKR module.

Start

03Step

Import Guidelines

Columns marked red in the template are mandatory.
Keep all the column names as they are: You can reorder or delete the columns that you don't need. Do not rename the header names.
Use unique Email Address: Email address cannot be same for different employees.
Upload Photo file image conditions: Recommended image should be in jpg, png, gif, bmp file types. Only zip files are supported for uploading employee pictures file with a maximum file size of 10MB. Ensure that only the mentioned file types are added in the zip file.
Do not refresh or click back button during upload.

Account Details

Usage details Clear Test Data

Number of users
Add upto 50 users
26
Subscription
Starts on
15 Jan, 2022
Subscription
Ends on
Unlimited

Company objectives
Add upto 2 objectives
1
Team objectives
Add upto 5 objectives
3
Individual objectives
Add upto 20 objectives
13

Plan details

Expired On
21-Jun-2021

Current plan

OKR Free Edition

Plan includes:

Upto 2 Company objectives
Upto 5 Team objectives
Upto 20 Individual objectives
Upto 10 Users
Confidential OKRs
Lead, Lag & on track analysis
OKR alignment
Review of Assess OKRs
Dashboard
Weightage for key results
Objective details report
OKR progress trajectory report
Notifications & Reminders
Approvals for individual & team objectives
Mobile app

Try our

OKR Paid Edition Talk to us

Plan includes: (All features of free edition)

Unlimited Objectives
Buy unlimited users licenses
SSO
Dedicated customer success manager

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Company
- Company
  - SubCompany's
  - SubCompany 2
  - SubCompany 3
- Company 2
  - SubCompany 24
  - SubCompany 22
  - SubCompany 23
- Company 3
Department
- Hr
- Marketing
- Sales
- Department
- Hr
- Marketing
- Sales
- Java
Organization
- Organization 1
- Organization 2
- Organization 3

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Company
- Company
  - SubCompany's
  - SubCompany 2
  - SubCompany 3
- Company 2
  - SubCompany 24
  - SubCompany 22
  - SubCompany 23
- Company 3
Department
- Hr
- Marketing
- Sales
- Department
- Hr
- Marketing
- Sales
- Java
Organization
- Organization 1
- Organization 2
- Organization 3

Filtered By : Organization Unit

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Company
- Company
  - SubCompany 1
  - SubCompany 2
  - SubCompany 3
- Company 2
  - SubCompany 24
  - SubCompany 22
  - SubCompany 23
- Company 3
Department
- Hr
- Marketing
- Sales
- Department
- Hr
- Marketing
- Sales
- Java
Organization
- Organization 1
- Organization 2
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3
Organization
- Organization 1
  - Organization 1
  - Organization 2
  - Organization 3
- Organization 1
  - Organization 6
  - Organization 7
  - Organization 8
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3
Organization
- Organization 1
- Organization 2
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3

	Name	Designation	Email ID	Action
	Tiger Nixon	Primary Manager	allen@verinatechsoft.com	Add
G	Garrett	Accountant	allen@verinatechsoft.com	Add
	Tiger Nixon	System Architect	allen@verinatechsoft.com	Add
J	John Smith	Accountant	allen@verinatechsoft.com	Add
	Tiger Nixon	System Architect	allen@verinatechsoft.com	Add
J	John Smith	Accountant	allen@verinatechsoft.com	Add
	Tiger Nixon	System Architect	allen@verinatechsoft.com	Add

Filtered By : Organization Unit

Expand All Collapse All

Company
- Company
  - SubCompany 1
  - SubCompany 2
  - SubCompany 3
- Company 2
  - SubCompany 24
  - SubCompany 22
  - SubCompany 23
- Company 3
Department
- Hr
- Marketing
- Sales
- Department
- Hr
- Marketing
- Sales
- Java
Organization
- Organization 1
- Organization 2
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3
Organization
- Organization 1
  - Organization 1
  - Organization 2
  - Organization 3
- Organization 1
  - Organization 6
  - Organization 7
  - Organization 8
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3
Organization
- Organization 1
- Organization 2
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3

	Name	Designation	Email ID	Action
	Tiger Nixon	Primary Manager	allen@verinatechsoft.com	Add
G	Garrett	Accountant	allen@verinatechsoft.com	Add
	Tiger Nixon	System Architect	allen@verinatechsoft.com	Add
J	John Smith	Accountant	allen@verinatechsoft.com	Add
	Tiger Nixon	System Architect	allen@verinatechsoft.com	Add
J	John Smith	Accountant	allen@verinatechsoft.com	Add
	Tiger Nixon	System Architect	allen@verinatechsoft.com	Add

	Name	Employee ID	Email Id
	Tiger Nixon	ACE61	allen@verinatechsoft.com
G	Garrett	ACE63	allen@verinatechsoft.com
	Tiger Nixon	ACE61	allen@verinatechsoft.com
J	John Smith	ACE63	Johnsmith@verinatechsoft.com
	Tiger Nixon	ACE61	Tigernixon@verinatechsoft.com
J	John Smith	ACE63	Johnsmith@verinatechsoft.com
	Tiger Nixon	ACE61	Tigernixon@verinatechsoft.com

Filtered By : Organization Unit

Expand All Collapse All

Company
- Company
  - SubCompany 1
  - SubCompany 2
  - SubCompany 3
- Company 2
  - SubCompany 24
  - SubCompany 22
  - SubCompany 23
- Company 3
Department
- Hr
- Marketing
- Sales
- Department
- Hr
- Marketing
- Sales
- Java
Organization
- Organization 1
- Organization 2
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3
Organization
- Organization 1
  - Organization 1
  - Organization 2
  - Organization 3
- Organization 1
  - Organization 6
  - Organization 7
  - Organization 8
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3
Organization
- Organization 1
- Organization 2
- Organization 3
Infrastructure
- Infrastructure Infrastructure 1
- Infrastructure Infrastructure 2
- Infrastructure Infrastructure 3

	Name	Employee Id	Designation	Email ID	Action
T	Tiger Nixon	ACE61	System Architect	allen@verinatechsoft.com	Add
	Garrett	ACE63	Accountant	allen@verinatechsoft.com	Add
	Tiger Nixon	ACE61	System Architect	allen@verinatechsoft.com	Add
	Ashton Cox	ACE66	Junior Technical Author	allen@verinatechsoft.com	Add
	Chandler	ACE59	Sales Assistant	serge@gmail.com	Add
	Ashton Cox	ACE66	Junior Technical Author	allen@verinatechsoft.com	Add
	Chandler	ACE59	Sales Assistant	serge@gmail.com	Add
	Ashton Cox	ACE66	Junior Technical Author	allen@verinatechsoft.com	Add
	Chandler	ACE59	Sales Assistant	serge@gmail.com	Add
	Ashton Cox	ACE66	Junior Technical Author	allen@verinatechsoft.com	Add
	Chandler	ACE59	Sales Assistant	serge@gmail.com	Add
	Ashton Cox	ACE66	Junior Technical Author	allen@verinatechsoft.com	Add
	Chandler	ACE59	Sales Assistant	serge@gmail.com	Add

Selected
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Active Designations
Inactive Designations

Name	Description
	2000 Characters Left
Marketing	2000 Characters Left Lorem Ipsum.
Accountant	2000 Characters Left Lorem Ipsum is simply dummy text of the printing.
Testing	2000 Characters Left --NA--
Product Management	2000 Characters Left Lorem Ipsum is simply dummy.

Name	Description
	2000 Characters Left
Accountant	2000 Characters Left Lorem Ipsum is simply dummy text of the printing.
Testing	2000 Characters Left --NA--
Product Management	2000 Characters Left Lorem Ipsum is simply dummy.

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Advanced Certificate
Amazon Web Services (AWS)
Amazon RDS
Apache Httpd Server
BI and BI tools
Big data technologies
Cruise Control
Database Design
Bachelor Degree

Date of last execution	Executed file name	No of records processed	No of records Inserted/Updated	Status
01-May-2022	New file	12	50	200 OK
13-Apr-2022	Doc new file	30	12	40 Failed
20-Feb-2022	New document	29	40	200 OK
19-Sep-2022	Sample file	57	34	10 Failed
18-Jun-2022	Developement document	34	23	200 OK

Date of last execution	Executed file name	No of records processed	No of records Inserted/Updated	Status
01-May-2022	New file	12	50	200 OK
13-Apr-2022	Doc new file	30	12	40 Failed
20-Feb-2022	New document	29	40	200 OK
19-Sep-2022	Sample file	57	34	10 Failed
18-Jun-2022	Developement document	34	23	200 OK

Configuration

Organization Setup

User Management

Import user details

Download Template

Select template file

Import & Validate data

Import Guidelines

OKR Configuration

Notification

OKR

User

Account Details

Usage details Clear Test Data

Plan details

Configuration

Organization Setup

User Management

Import user details

Download Template

Select template file

Import & Validate data

Import Guidelines

OKR Configuration

Notification

OKR

User

Account Details

Usage details Clear Test Data

Plan details

Parent node

Organization unit

Directory (100)

Organization Unit

Directory (100)

Organization Unit

Confirmation

Remove Users

Delete

Confirmation

Update

Configure Company Logo

Profile photo

Reset password

Reset password

Resend Invite

Deactivate

Deactivate

Confirmation

Import employees to be included

Employee Preview

Performance Management System

Add new tag

Directory (100)

Organization Unit

Organization Unit

Filter by

Reporting Manager

Basic Details

Employee Type

Employee Type Effective From

Active Status

Grade

Organization Unit

Organization Unit

Location

Manage Notification

New award for employee

Import Employee

Invite User

Edit user

Profile

Remove User

Add

Edit Company

Edit Company

Insert Placeholders

Bulk Import

Import Employee Training Details

Import Master Training Course

Import Master Skill

Message Preview

What's new on Synergita

Synergita Version 2.9.3

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