Zoho Payroll | Quarterly Product Updates For 2024

Zoho Payroll | Quarterly Product Updates For 2024

As we navigate through the ever-changing payroll landscape, we bring you the latest updates that span the first quarter of 2024, tailored to meet the diverse needs of employers and employees in India, the UAE, and the US. From useful integrations to refined functionalities, each enhancement aims to simplify your day-to-day payroll operations.


Zoho Payroll - Zoho Sales IQ Integration  

In today's fast-paced world, effective communication and instant support are crucial for employers and employees. That's why we're excited to introduce the Zoho Payroll - Zoho Sales IQ integration, designed to streamline communication and support between you and your employees in the employee portal.

How? The integrations enables your employees to reach out to you in real-time for queries or concerns regarding payroll via chat or call, from the Zoho Payroll employee portal ensuring immediate support.

That's not all. You can also attach relevant help documents and frequently asked questions (FAQs) are readily accessible within the chat interface. You will also be able to automate conversations with the enterprise-ready AI Sales IQ chatbot platform.






Introducing Ohio state support (Early Access)  

We're thrilled to announce the latest addition to Zoho Payroll's US edition: support for the Ohio state. This update ensures that businesses operating in Ohio can effortlessly navigate the intricacies of payroll management specific to this region.
Note: Currently, Zoho Payroll is tailored to support businesses operating within a single state. We understand that operating across multiple states presents unique challenges, and while we're continuously enhancing our platform, multi-state support is not yet available.
Here's the list of all the states we support in US:
  • California
  • Florida
  • Illinois
  • Kansas
  • New Hampshire
  • New York
  • North Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Washington
  • Alaska (Early Access)
  • Georgia (Early Access)
  • Minnesota (Early Access)
  • Montana (Early Access)
  • Nevada (Early Access)
  • North Dakota (Early Access)
  • South Carolina (Early Access)
  • Wyoming (Early Access)
  • Wisconsin (Early Access)
  • Virginia (Early Access)
  • Ohio (Early Access)
If you'd like to access Zoho Payroll for your business in the Ohio state or the other states in the early access mentioned above, submit a request, and we'll enable it for you. And yes, we are working on a lot more states, and we'll share it with you in this space.

Edit FUTA Rate 

You now have the option to edit the FUTA rate in the Taxes section of Zoho Payroll, according to your specific requirements, ensuring accuracy and compliance.


Notable Enhancements in India and UAE:

1) Import/Export Tax Regime Preferences of Employees 

Now, you can import and export tax regime preferences for your employees in bulk via CSV or XLS files, eliminating the need for manual entry for every employee. 

Here's a sample CSV file which you can use as a reference for the import file you upload in Zoho Payroll.



2) View Pre-Tax Deductions/Benefits in the Employee Portal [IN, UAE]

Your employees can now view the pre-tax deductions or benefits  in the salary structure section of the employee portal.

3) Enhanced Filtering Options

We've introduced new filters in the employee list page. Users can now filter employees based on their work location, department, and designation, streamlining the search process for specific criteria. Similarly, in the Approvals section, for proof of investments, users can now filter employees based on their tax regime, whether it's old or new, allowing for more efficient management of investment approvals.

4) Annual CTC Projection

You now have the ability to project employee CTC details annually. By default, users can view monthly earnings, gross pay, and CTC. Click Show Yearly Projection to reveal the annual projection, providing comprehensive financial insights at your fingertips.

5) Petty Cash Account for Employee Payments 

Organisations using the Zoho Payroll-Zoho Books integration to post journal entries for their payroll, can nowselect petty cash as the designated account for employee payments.

6) Cost of Goods Sold Account for Payroll Earnings

Another enhancement for users utilizing the Zoho Payroll-Zoho Books integration, is the capability to select Cost Of Goods Sold as the credit account for syncing payroll earnings.

7) Customizable Headers and Footers for Payslips (Early Access)

You can now personalize the headers and footers of the payslips sent to your employees. Customize important details such as company logo, address, and contact information in the header while adding legal disclaimers or special messages in the footer. With placeholders and other customization options available, you have full control over the look and feel of your employees' payslips.


Dive into our What's New page if you'd like to see all the features and enhancements we've released so far. 

That's a wrap for now! We are always eager to hear your suggestions so we can help you better. If you have a feature request, please share it in the comments below.

If you require assistance, please write to us at support@zohopayroll.com, and we'll get back to you. Stay tuned for more updates from Zoho Payroll!

With a shared purpose,
The Zoho Payroll Team

    • Sticky Posts

    • Zoho Payroll | Quarterly Product Updates For 2024

      As we navigate through the ever-changing payroll landscape, we bring you the latest updates that span the first quarter of 2024, tailored to meet the diverse needs of employers and employees in India, the UAE, and the US. From useful integrations to refined

    • Introducing Academy 🎉: your go-to hub for all things payroll

      Hello! We're thrilled to launch our newest payroll resource hub - Academy by Zoho Payroll [for India] - the information repository where you can go to learn everything about payroll. Introducing Academy by Zoho Payroll Why did we build Academy? Payroll

    • Recent Topics

    • Ask for a quote to multple vendors

      We are able to send a Purchase order, but How can we Send a quote request to our vendor, once the value changes every time? I didn't see any feature like this in Zoho Books/ Inventory. Send this request with the Items that we want to know the cost, to

    • Bigin merge field in email template for subject line to match lead name

      Hello We Are using email in to automatically create leads in our pipelines. When we want to reply from conversations, and apply an email template, it’s not matching the original subject line. It should be lead name to match. But it’s not working. Even

    • How to create auto-link between Invoice and Quote in CRM

      It's strange that when you 'convert' a quote into an invoice, it doesn't auto-link the two. How can we develop an auto sync so we don't need to manually link each invoice to their respective quote?

    • Why Are Columns Reset When Deleting Entry

      Hello, this is quite annoying. We use forms as a questionnaire for candidates, we filter entries by removing columns, when we delete an entry the columns reset. Every "delete" the columns reset, why!? Thank you

    • Pi or Pie? A slice of infinity in customer service

      Hey everyone! While Pi Day is on March 14 (3.14), July 22 marks another special occasion: Pi Approximation Day! On this day, we recognize the mathematical constant π (pi ≈ 22/7); a number that's infinite, irrational, and never-ending. Pi is essential

    • Configuración

      Hola acabo de instalar Zoho CRM y quiero configurarlo correctamente. Al respecto me surgen algunas dudas tales como la diferencia entre: Cuentas, posibles Clientes y Contactos. ¿Conceptualmente que son cada uno? ¿Como se se relacionan entre ellos? Si

    • GL account associated to each supplier for new bill

      Hello I'm facing problem for all items of my bills that are not inventoried. The need is each time I enter new bill and after I select supplier the GL account section is autopopulated with default GL account (that I would like to add in supplier settings)

    • LinkedIn verification link and otp not receiving

      For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward

    • Mail Merge Stuck in Queue

      I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails through

    • SMTP Email Sending Not Working for My Domains and Apps

      Hello Zoho Support Team, I am experiencing a critical issue with sending emails via Zoho SMTP for my domain humanhup.com. Both of my applications, HumanHup and CheapUI, are unable to send emails using Zoho SMTP, even though the same setup was working

    • Receiving too many Spam Leads. Why?

      I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory

    • Why is Zoho supporting the Proud Boys?

      Hello. This is the only way I can find to contact your company. There is someone in Maine posing as a law enforcement officer, attempting to kidnap immigrants. They are also recruiting for a known hate group. They have an email address hosted by Zoho.com.

    • Composite Item - Associated/Component Items

      I am trying to find the Associated Item/Component Item field in the Composite Item Table in Analytics. Has anyone been able to find and utilize this field in Analytics?

    • Use openUrl() to edit a specific record

      I am working on a queue app for my organization. I have a master queue that is a report of meetings with workflow buttons to manipulate the records. One of these buttons I would like to open the record and edit for the purpose of changing the queue lookup

    • why i cant access my web without the www

      please help me

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Help Centre Articles in Desk, Zia and iframe

      Hi, We embed SOP documents into articles from Scribe into using iframe. We are looking at zia indexing articles to present to agents to aid their work. Please advise if zia can view and learn from the content within the iframe?

    • Rich Text/WYSIWYG Input Area

      I'd like to have an option on ZoHo creator to create an input text area for HTML/rich text formatting. :)

    • How to create a directory report from one-to-many relationship

      Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,

    • Change Default Selection for Lookup field

      I have a Lookup field that I have locked, when I unlock it - the user can select the proper Zone but I need it locked, since this may change based on user selection of another field. Example. There are 3 potential zones. User A selects the Hospital Account

    • Restrict visibility and user permissions Creator 5

      I don't understand how restrict visibility for reports interacts with the already established role permissions. It seems that the default on restrict visibility has everything checked for all users, but I cannot set up different levels of permission for different individuals.  Right now I have three different ways to manage users and their access and it's confusing because everything has not migrated to Creator 5. Don't the role permissions extend to the reports as well? Are the selections under

    • LMS - Why do Trainers have to be Users?

      I'm not sure why the software is set up where trainers must be users (i.e., employees). This should really be changed, as there are many cases (the majority of cases for some companies) where classroom trainers are external or contractors. If this is

    • ZOho mail not stopped working with my domain.

      i have changed my name server settings in my domain sigmasquaretec.in . After that my emails are not working with ZOHO.

    • Request to Cancel Zoho Mail Subscription

      Hello Zoho Team, I have migrated to Google Workspace and would like to cancel my Zoho Mail subscription for my organization. Organization Name: AR Creators Media Admin Email: roman@arcreatorsmedia.com Subscription ID: RPUS2005901960812 Please cancel the

    • zoho smtp limit for free users

      What is Zoho SMTP limit for free users?

    • Mailboxes and Alias Email Addeases - Best Palestine’s and Advice:

      Mailboxes and Alias Email Addresses - Best Practices and Advice: what is the best practice for the efficient means to manage And sort, alias, email addresses and third-party after or even the Zoho app itself. I am currently using both Thunderbird and

    • Has anyone built a discussion forum with a Creator Portal?

      I have built a Creator app for organisations to apply for refurbished tools that are sent by a charity. The charity now wants recipient organisations to be able to connect with each other within a region or country, to share advice on maintaining the

    • Ability for Super Admin to Set Locale Information for Users in Zoho Recruit

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability for Super Admins to configure Locale Information (Country/Region, Date Format, and Time Format) for users in Zoho Recruit. Currently these settings are only configurable

    • Add a block or widget to Zoho Sites that allows users to create an interactive contact card with contact buttons (email, LinkedIn, website, etc)

      The proposed feature consists of a pre-designed, customizable block that displays a person's contact information (e.g., a speaker, sales representative, or independent professional) and offers quick access to: Email (icon with mailto: link) LinkedIn profile

    • Zoho Recruit > Email Templates

      Dear All Background: We are using Zoho Recruit for the 4 business units under our group of company it our posting our of Job it will be done via our internal recruiter. In the Email templates, i want to be able to insert the individual business unit,

    • Zoho Voice & Zoho Recruit/CRM

      Hello, I'd love to use Zoho Voice with Recruit and CRM but it would need something very important to me, that has been a game changer to my daily routine, like Calendly has been for scheduling interview. It's call transcription with AI. I'm using Noota

    • Change start time after starting the timer

      Hello Projects Community, an amazing feature would be to change the start time of a running timer. I know this from some other time tracking softwares. Any idea about this? Best wishes Niels

    • Sending possible. Receiving not possible.

      We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.

    • Problema para enviar y recibir correos

      Buenos días, mi cuenta de correo secretaria@construccmauro.com presenta problemas y no me permite ni me envía ni recibe correos, me sale este error.No fue posible enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico bloqueado saliente.  Aprende más., Agradezco

    • Data access tasks like 'For each record' aren't supported for 'integration forms'.

      My code is not running because i get the error "Data access tasks like 'For each record' aren't supported for 'integration forms'." I have my integration setup with Zoho CRM + Zoho Creator, the form is visible and working on my zoho creator however in

    • Zoho Reports Not Grouping from Subforms

      I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicates

    • Create Automation for the Field "Mark up by"

      Hello everyone, I'm importing expenses from Zoho Expense to Zoho Books. I want to auto-calculate the "Mark up by" field based on the custom field “Discount” I created before. The trigger of the workflow will be the creation of the expense itself. The

    • Free Webinar Alert! Before vs After: Proven ROI from Zoho CRM + Workplace Integration

      Hello Zoho Workplace Community! Before: Scattered tools, lost leads, fragmented communication. Are you ready to stop the constant back and forth between tools to manage leads, emails, and team communication? After: Connected tools, streamlined processes,

    • Zoho Forms to Zoho Sign Integration - Fields Missing

      If a Zoho Form has image fields, it seems these can't be transferred to a Zoho Sign template for digital signature. Is there any way of pre-filling Zoho Form images onto a Zoho Sign template? Many thanks.

    • Is zoho SMTP slow today?

      Hi guys, Since yesterday I'm facing a slow communication over SMTP while sending emails. I already tried to use tls and ssl but nothing changes. There is anyone else experiencing related issues? I didn't find any maintenance in progress. Tested another

    • Next Page