Approver
I noticed that this year, the leave approver for all employees has been changed to the portal admin. How can I revert this and set myself as the approver again, as I was previously?
How to Send Weekly Scheduled Emails of a Custom View
Greetings, We have a custom view called "All Employee View" for the Employee form. We are able to manually export that view using the "Export" button: However, we want to programmatically export this view as an XLS file each week and send it in an email
Leave Balance
Hi, I am new to Zoho People and currently trying to set up annual leave for all our staff. I configured the leave policy but when a request is made and approved, the leave balance doesn't reduce. Any ideas as to why this may be? Cameron
Attendance Bulk Import Not working.
It was working for me from last one year the same format. but now its giving bad request(400). Please help me. resolved this problem.
How do I define a weekend
I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.
How to Assign Record Ownership in a Custom Form via API?
Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request
Zoho API Error Code 7019 when adding job.
Hello, I am following the documentation found here. https://www.zoho.com/people/api/timesheet/adding-jobs.html Regardless of how I try and post the data (including just using the example requests), I receive back the response {'response': {'message':
Missing parameters in request, any way i can figure out what parameters i need to add?
const url = "https://people.zoho.com/people/api/forms/json/P_Task/insertRecord"; const inputData = { "Status": "Open", "Description": "Task to set up and configure Zoho Mail on desktop application.", "CreatedTime": "01-Jan-2025 10:30 AM", "Due_Date":
How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details
Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.
Disable Multiple Submissions by same Employee
Dear All, I am creating a form to be filled by employees. Is it possible to restrict submission of the form if that employee has already submitted it once?
Download or print attachments in a file in bulk
Hi, I have a customized form and everyone submits their documents through that form as an attachment. I want to be able to bulk download the attachments so it saves me time to go to each form click on the attachments one by one to print it. Is there a
Annual Leave ..
Greetings For Annual Leave we have policy as 30days per year from date of joining , credit only when employee finish one year of joining .. if we have employee joining date => 1/3/2023 ... employee at 1/3/2024 => will have 30days .. ( 2.5days every month
Not able to Fetch Leave Balance and Booked through API
Hi, I have tried each and every way to pass employee erec id to fetch leave balance for a particular employee but getting the below error. If skip to pass employee then its working returning few results but while passing employee erecno giving invalid
Calendar User/Department change in new version
Where is the 'department' calendar view in the new version? I've also lost the ability to see all department information in Leave tracker in the new version - I'm only seeing my team and I am the super admin and used to see everything. OLD version screenshot
Enhanced Timesheet Approval
I'm working with a client who uses Zoho People and they're having a problem where staff have submitted timesheets for approval but the manager notices that the time is logged to the wrong project. There is no way for the manager to correct this once the
Varying compensation for same role/job stream
I'm trying to configure our company's compensation settings for our Premium account. However, it seems that the compensation feature doesn't allow for employees to have varying salaries for the same role/job stream? For example: engineer 1 has been with
Seeing leave in other teams
Hi. I run the sales team. I have visibility of the holiday for the sales team. However, the sales team depend on Projects, Finance, and other key parts of the business, and I'd like to be able to see the leave, in calendar form, of certain people within
No Organization on the left menu of the accounts.zoho.com created
Hello, It was observed that there is no Organization on the left menu of the accounts.zoho.com created for SAML authentication with Microsoft Entra ID, even after clicking on the "View more" as detailed in the reference link
Which Biometric system integrate with Zoho People
Good Evening, I would like to integrate Zoho People with an attendance machine. I have contacted a lot of vendors for the same, but they are not sure if their machines can be integrated with zoho people. If you could suggest some machines, kindly let
Zoho People <-> Microsoft Azure AD
Hi I would like HR to post a new user in Zoho people in zoho preboarding which they convert to a "real" user. When this is done, I would like Microsoft Azure AD to receive the same information and create a user in Azure AD. Can this be solved in any way
Employee Salary
The Employee Salary form is problematic for two reasons. Perhaps this is US-centric, but I believe these issues are also common in other regions. First, it should be renamed Employee Pay (or Employee Compensation). Salary has a specific meaning of annualized
Staff reimbursements integration | Zoho People to Zoho Payroll.
I am writing to request assistance with the integration process between Zoho People and Zoho Payroll. Specifically, we need to streamline the reimbursement request workflow for our employees. Our current process involves employees raising reimbursement
Zoho People filter employee API not working
I could not filter employees from ZOHO people API using searchParams feature. Whatever JSON format I try in postman, the API always returns 400 Bad request. There is no sample CURL request or example provided in the API document which I can refer to.
Multiple Tasks
Hey there! I'm Samsul, I facing an issue with the Task Timer in ZOHO People. When I click the timer button, it automatically creates multiple identical tasks in a row. Initially, I thought it was a glitch, but now it happens with every click when starting
Leave balances reverted after customizing
Hi, We are migrating to Zoho People and I customized leave balances for like 10 employees and it was fine for like a week. I’m not sure if it was the issue but after bulk importing some other users, my leave balances that I customized for the 10 employees
Establish shifts per day
Hi! I want to establish two shifts on different days. The idea is that from Monday to Friday the shift is from 09:00 to 14:00 and on Tuesdays and Thursdays the same person also has another afternoon shift from 16:00 to 18:30. How do you do that in Zoho
User Tab is Missing
I am trying to add users to a project and noticed today that there is no User function on my sidebar anymore. I have not changed my plan or anything.
Form - Field Formula - Set a date to NULL
In a form, how do I set a formula field date to null? It does not work.... If(Not(Contains(Trial_Period, 'NA')), AddDate(Dateofjoining, ToNumber(SubString(Trial_Period,1,1)), 'Month'), null) Field - 'null' does not exist in this form If(Not(Contains(Trial_Period,
Auto Check-in and Check-out for some employees
Hello, I need to set auto attendance for some users. They have to be signed as present even if the don't check-in How can I do? Thank you in advance Marco
Check in location
Hi, We operate across multiple locations and also have staff work from home some days each week and need to know where thy are when they check in for Work Safety requirements - is there a way to customise the check-in / check out process so that staff can select which locations they are in when they check in?
[FEATURE REQUEST] Deduct hourly leaves when deviating Grace Period
Hello, please consider the possibility to deduct hourly leaves when deviating grace period. Thank you
Zoho People Customize Leave Balance through Deluge
Hi Guys, how to customize leave balance using deluge or any custom function? Thanks.
Help regarding to implement sales tracker in zoho people
I am reaching out to seek assistance in implementing a solution for to implement a table illustrating the ABS (Average Basket Size) score of employees daily. Below is a sample table along with the ABS formula: No | Employee Name | Branch | ABS Score ABS
Following example but API not working
Hello, I have follow the exact example in the documentation. But i cannot get the API worked. I have no idea what to put inside this line: addmap.put("updateData","{'':'1'}"); API: api/leave/updateInitialBalance Example scenario-Increase leave balance by 1 day, if the over time is more than 2 hours a day https://www.zoho.com/people/help/adminguide/automation-customfunctions.html Moreover, how could i get the full API reference for every module in Zoho People. Thanks.
Managing independent contractors
We use Independent contractors as our field techs. I'm looking for a solution to be able to manage there timesheets, payments, and etc
NFC tags
As part of the employee on boarding process, I would like to create NFC tags which can be shared with the new employees who can use these tags as part of their business cards. I would like a centralised control of these digital business cards. Is this
How to upload a file to form file upload field using deluge in ZOHO People ?
Hello. Could you please answer: how to upload a file to form file upload field using deluge in ZOHO People ? We have a custom form “Candidate_files”. There is the upload field “Fhoto”. And also we have another form “Employee_files” with the same field
How to hide employees information from the users of the organization?
As per my understanding, within Zoho People, we have users, i.e., team members, who need access to the portal, and then we have employees, i.e., those team members (Blue-Collar workers, etc.) who do not need access to the portal. We want to set the restrictions
Using API or Deluge or Zoho Flow how do I associate an account from Zoho CRM to Zoho People that has not yet been imported into Zoho People
Using API or Deluge or Zoho Flow how do I associate an account from Zoho CRM to Zoho People that has not yet been imported into Zoho People
Workflow Rule - Exit Date as a trigger
Hello! I want to create a workflow rule that sends me a email when a ex-employee Exit Date reaches 2 years. I tried to create one with the configurations attached to the print, but it doesn't trigger at all... Am i missing something? I adjusted the exit
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