Getting Started - vimigo Setup Roadmap
The complete checklist a new boss or admin works through to set vimigo up properly. 33 items, organized in four phases, sequenced for fastest time-to-value.
Also known as the "vimigo Software Settings Checklist - What you should do?" - this is the modernized version of that overview slide.
The checklist at a glance
33 items across 4 phases. Scan this table to see everything at once, then jump to any item's detailed walkthrough below.
| 🟧 General Settings | 🟥 Support Module Settings | 🟪 Performance Module Settings | 🟦 Rewards Module Settings |
|---|---|---|---|
| 1. Create Company Profile | 10. Set up vimiReview | 19. vimiGoal 2.0 Template Settings | 29. Set up vimiBadge |
| 2. Set up Company Settings | 11. Set up vimiKnowledge | 20. vimiGoal 2.0 Settings | 30. Set up vimiClass |
| 3. Set up Company Working Times | 12. Set up vimiForm | 21. vimiSales 2.0 Settings | 31. Set up My Company Rewards |
| 4. Set up Company Holiday | 13. Announcement | 22. Understand vimiSales Commission Formula | 32. vimiBank Payout |
| 5. Company vimiLeave Settings | 14. vimiLeave Approval | 23. vimiTeam 2.0 Settings | 33. EWF Settings |
| 6. Adding New Employees | 15. vimiLeave | 24. vimiChallenge Settings | |
| 7. On-boarding People | 16. vimiCalculator | 25. vimiRoadmap Template Settings | |
| 8. Assign People | 17. vimiReport 2.0 | 26. vimiRoadmap Settings | |
| 9. Add Department | 18. Add Location - Check In Map | 27. vimiRoadmap Points | |
| 28. Leaderboard 2.0 |
Print this, tick items as you go. Detailed phase-by-phase walkthrough with guide links follows below.
What is it?
This is the master "where do I start" guide. vimigo has a lot of moving parts - Diamonds, Goals, Class grades, Leave, Rewards, and more. If you try to set them all up at once, you'll burn out. If you set them up in the wrong order, you'll have to redo work.
The roadmap below sequences setup so each step builds on the previous one. The first phase (General Settings) gets your company structure right. The second (Support Module Settings) turns on day-to-day operations. The third (Performance Module Settings) wires up goals and competition. The fourth (Rewards Module Settings) closes the loop with payouts and recognition.
You don't need to do all 33 in week one. The "First 7 days" timeline below picks the 9 essentials. The rest can roll out over the next month.
Quick Start - First 7 Days
Day 1 is one focused sitting - all 9 General Settings. Days 2–7 each turn on one performance or rewards module. Each day maps to a deeper guide.
| Day | Goal | Action | Guides |
|---|---|---|---|
| Day 1 | Foundation - all 9 General Settings | Company profile, working times, holidays, leave types, departments, bulk-import staff, assign roles | company, users, departments, roles-permissions, holidays, working-days, vimileave |
| Day 2 | Give first diamonds | Recognize someone today; let staff feel the system | diamond |
| Day 3 | Stock the rewards shop | Add 5 starter items so diamonds have a use | vimirewards |
| Day 4 | Launch a challenge | "First 3 to hit weekly target → 10k💎" - short-term motivation burst | vimichallenge |
| Day 5 | Set monthly goals | One vimiGoal per person or department | vimigoal |
| Day 6 | Turn on grading | Configure vimiClass component weights | vimiclass |
| Day 7 | Review progress | Look at the Leaderboard; celebrate; course-correct | leaderboard |
By the end of week one, your foundation is solid, your team has given and received diamonds, completed at least one challenge, and seen their first leaderboard ranking.
Day 1 reality check: A focused admin can knock out all 9 General Settings in 2–4 hours if your staff list is ready as an Excel file. Block the morning for it. If you don't finish Day 1 in one sitting, finish it Day 2 - don't skip ahead. Every later day depends on Phase 1 being complete.
The Complete 33-Item Roadmap
Sequenced into four phases. Phase 1 is mandatory (you can't skip it). Phases 2–4 can be picked à la carte based on which modules you actually plan to use.
Phase 1 - General Settings (foundation)
Get your company structure right. Without these, nothing else works correctly.
| # | Setup item | Why it matters | Guide |
|---|---|---|---|
| 1 | Create Company Profile | Sets currency, time zone, branding | company |
| 2 | Set up Company Settings | Number formatting, default views, module flags | company |
| 3 | Set up Company Working Times | Shifts, breaks, weekend rules | working-days |
| 4 | Set up Company Holiday | Public + custom holidays per state | holidays |
| 5 | Company vimiLeave Settings | Leave types, entitlements, approval flow | vimileave |
| 6 | Adding New Employees | Single add or bulk Excel import | users |
| 7 | On-boarding People | Send invites, activation flow | users |
| 8 | Assign People | Department, role, supervisor | users + departments |
| 9 | Add Department | Org structure for goal rollups | departments |
Phase 2 - Support Module Settings (day-to-day operations)
Turn on the modules your team uses every day.
| # | Setup item | Why it matters | Guide |
|---|---|---|---|
| 10 | Set up vimiReview | Customer review collection cycle | vimireview |
| 11 | Set up vimiKnowledge | Internal training & SOP library | vimiknowledge |
| 12 | Set up vimiForm | Visitor / lead capture forms | vimiform draft |
| 13 | Announcement | Company-wide broadcasts | announcements draft |
| 14 | vimiLeave Approval | Wire approvers per leave type | vimileave |
| 15 | vimiLeave | Application + tracking flow | vimileave |
| 16 | vimiCalculator | (Legacy 3.0 - verify if still in 2.0) | - |
| 17 | vimiReport 2.0 | Cross-module reporting | vimireport draft |
| 18 | Add Location - Check-In Map | Geofence for attendance | vimicheckin |
Phase 3 - Performance Module Settings (the engine)
Set up the goals + competition layer that drives behavior.
| # | Setup item | Why it matters | Guide |
|---|---|---|---|
| 19 | vimiGoal 2.0 Template Settings | Reusable goal recipes | vimigoal |
| 20 | vimiGoal 2.0 Settings | Live goals assigned to staff | vimigoal |
| 21 | vimiSales 2.0 Settings | Sales-specific commissions | vimisales |
| 22 | Understand vimiSales Commission Formula | M1–M5 tiers, multipliers | vimisales |
| 23 | vimiTeam 2.0 Settings | Team-level rollups | vimiteam |
| 24 | vimiChallenge Settings | Time-boxed competitions | vimichallenge |
| 25 | vimiRoadmap Template Settings | Career milestone recipes | vimiroadmap |
| 26 | vimiRoadmap Settings | Live roadmap per employee | vimiroadmap |
| 27 | vimiRoadmap Points | Assign + adjust progression points | vimiroadmap |
| 28 | Leaderboard 2.0 | Real-time rankings | leaderboard |
Phase 4 - Rewards Module Settings (close the loop)
Make sure the reward economy is wired so performance pays out.
| # | Setup item | Why it matters | Guide |
|---|---|---|---|
| 29 | Set up vimiBadge | Recognition badges + packs | vimibadge |
| 30 | Set up vimiClass | Performance grade weighting | vimiclass |
| 31 | Set up My Company Rewards | Catalog where staff spend diamonds | vimirewards |
| 32 | vimiBank Payout | Commission payout records + cycle | vimibank |
| 33 | EWF Settings | Employee welfare fund wallets | ewf |
For Admins (Employer / HR / Manager)
How to use this roadmap as a checklist
Pin this page. As your admin completes each item, tick it off. Items in Phase 1 are sequential - finish 1 before 2 before 3. Items within Phases 2–4 can be done in any order, but don't activate Phase 3 (Performance) before Phase 1 is solid - bad goals against a bad org structure cause more confusion than no goals at all.
A reasonable cadence:
- Day 1: All of Phase 1 (items 1–9). One focused sitting. Get the company structure live and staff imported.
- Days 2–7: Activate the daily-use core - Diamond, vimiRewards, one vimiChallenge, one vimiGoal, vimiClass, Leaderboard. (See "First 7 Days" above.)
- Week 2: Pick three more from Phase 2 most relevant to you (typically Check-In Map, Announcements, vimiKnowledge).
- Week 3: Finish Phase 3 (items 23–28) - vimiTeam rollups, vimiRoadmap milestones.
- Week 4: Phase 4 (items 29–33) - recognition badges, vimiBank payouts, EWF wallets.
- Month 2 onwards: Iterate. Add more rewards. Tune badge categories. Run quarterly reviews.
How to map old menu names to the new IA
If you used vimigo before mid-2024, the menu was organized as Reward / Future / Action / Stats / Company. The 2.0 platform reorganized this. Quick translation:
| Old menu | New module guide |
|---|---|
| Reward > vimiGoal | vimigoal |
| Reward > vimiSales | vimisales |
| Reward > vimiTeam | vimiteam |
| Reward > vimiReward | vimirewards |
| Reward > Diamond | diamond |
| Reward > vimiTemplate | (folded into per-module template settings) |
| Future > vimiKnowledge | vimiknowledge |
| Future > vimiChallenge | vimichallenge |
| Future > vimiRoadmap | vimiroadmap |
| Future > vimiBadge | vimibadge |
| Future > vimiClass | vimiclass |
| Future > vimiReview | vimireview |
| Future > vimiForm | vimiform draft |
| Action > Announcement | announcements draft |
| Action > vimiLeave Approval | vimileave |
| Action > Employee Welfare Funds | ewf |
| Action > vimiBank Payout | vimibank |
| Action > vimiCheck-in | vimicheckin |
| Stats > Leaderboard | leaderboard |
| Stats > vimiCalculator | (Legacy - verify if still in 2.0) |
| Stats > vimiReport 2.0 | vimireport draft |
| Company > Company Profile | company |
| Company > People Management | users |
For Employees
This guide is mostly for admins. As an employee, you don't set anything up - your boss or HR does. But the system will work better when:
- You complete your own profile (photo, contact, language) - see mobile basics
- You enable notifications so you don't miss approvals or wins - see notifications
- You check in daily - see vimicheckin
- You apply for leave through the app, not via Whatsapp - see vimileave
When all 33 items above are set up, your daily app should show goals you can hit, badges you can earn, diamonds you can spend, and rewards you can redeem.
Settings & Configuration
This page itself has no settings. Each row in the roadmap above links to the module guide that documents its settings exhaustively.
If you want a quick "what controls what" summary:
| Question | Where to look |
|---|---|
| Why did my staff not get diamonds when they hit the goal? | vimigoal reward tiers + diamond economy |
| Why is my Class A grade computed differently from last month? | vimiclass component weights |
| Why is my leave balance wrong? | vimileave accrual + override |
| Why didn't my commission appear in my Bank? | vimibank payout cycle + vimisales formula |
| Why can't I see my goal? | users assignment + vimigoal employee assignment |
FAQ
Q: I'm a new boss. Where do I start?
A: Read the Quick Start - First 7 Days table at the top. Follow it day by day. Don't try to read 28 module guides on Day 1 - you'll quit. Do Day 1 today, Day 2 tomorrow.
Q: My team is only 5 people. Do I need all 33 items?
A: No. For a 5-person team, the minimum is: Phase 1 items 1, 6, 8, 9 (company, employees, assign, departments) + Diamond + vimiRewards + one simple vimiGoal. Skip vimiTeam (you're too small for team goals), vimiClass (too formal at this size), vimiBank (no commissions yet), and EWF (only if you're committing to long-term welfare funds).
Q: Can I skip a Phase 1 item?
A: Almost never. The Phase 1 items are foundational. Skipping "Set up Company Holiday" (item 4) will give wrong leave balances. Skipping "Add Department" (item 9) means goals can't roll up to teams. Each item is small - get them done.
Q: vimiCalculator is in your old roadmap but not in the new modules. Is it gone?
A: vimiCalculator is a legacy 3.0 feature. In 2.0 it's been folded into per-module settings (sales formulas live in vimisales, commission math in vimibank). If you're on a tenant that still shows it in the menu, treat it as a calculator UI for older configurations.
Q: How do I know when I've "finished" setting up?
A: When all the modules your team actually uses show real data and your staff can complete tasks (apply leave, check in, see their goal, redeem a reward) without asking your support team. That usually takes 3–4 weeks for a team of 20, longer for bigger.
Q: My team had vimigo 1.0 / 3.0 before. Does anything carry over?
A: Most data does. Most settings need to be re-validated against the new menu structure. Use the old menu → new module translation table above. If a customer page or screenshot you remember references "All Features" or "Boss Dashboard" menus, that's pre-2.0 - the menu has been reorganized.
Q: Can I do this setup with the AI assistant instead?
A: Yes - the vimigo ChatGPT app on chatgpt.com/apps can walk you through most of these steps interactively. It can also bulk-create things (rewards, badges, departments) much faster than the UI. See notifications and the in-app help for current addon availability.
Related Guides
- Company - must be done first; everything depends on it
- Users - adding and onboarding people
- Departments - org structure
- Diamond - start here for daily recognition
- vimiGoal - the engine for performance
- vimiClass - fair grading
- vimiRewards - close the reward loop
For the full module list, see the README.