Zoho People > Leave Management > Unable to import balance leave
Hello Zoho I am unable to import balance leave into the system I have follow the steps It show only 5 fields - the date field i am unable to select from date and to date Error Date in excelsheet
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
Gaps in Core HR Functionalities in Zoho People
Hello People team, We've been using Zoho People for quite some time now and truly appreciate its flexibility and customizability. That said, I wanted to share some feedback based on our experience implementing core HR processes within the platform. Several
Zoho People > Candidate Form > error Editable Primary Lookup is needed to set add permission
Hello All I have try to turn on the add feature in the candidate form It show the error Editable Primary Lookup is needed to set add permission What is missing from my side?
Modified approved time log
I can’t seem to find a way to make change to approve time log entry. The case is the following. We pay the employees every 2 weeks, so employe A enter is time for the 2 weeks and then submit his timesheet. Now is superior approve the time he worked via
Zoho People > Access of Left Menu
Hello All May I check how do i activate or de-activate of the left menu for users do i control via role or specific role? I have assign a user to Team member
Zoho People > Managed People > User Access Control
Hello All I need your recommendation on how should i go about setting the User Access Control in my Zoho People
Zoho People Leave Balance Show as Negative
Hi All I have the Portugal material Leave that policy allows up to 120 days or 150days for employee to apply within 365 days and employees is able to take minimum of 1 days or up to 120 days In my Leave Grant I have set as the setting.
Zoho People Leave Application Module Error: Leave balance has exceeded as on 09-07-2025.
Dear All I need to check how do i resolve the issue of Error: Leave balance has exceeded as on 09-07-2025. All my leave have this issue
Monthly overtime wrong after adding/changing attendance time for past month
Hi there, as I understand it, the montly overtime overview under attendance is calculated at the end of each month. If someone was not able to enter his attendance in time but entered it in the new month, this time will not be considered in the overview.
How to add Leave Type Permission Start Time
Hi, I have a requirement to add Leave Type : Permission Start Time on the email template to which is end to the reporting manager. But I am unable to find the field in the list of fields. How to achieve this?
Changing employees email address
How do I change an employee's email address? I am an administrator on the account but it says that I am "not allowed" to do it?
How to define different shift timings for each weekday in Zoho People?
Hi everyone, We’re using Zoho People for attendance tracking and need to configure a standard 39-hour workweek that is structured like this: Monday to Thursday: 8 hours per day Friday: 7 hours Currently, our service provider has set up the workweek as
Overtime per week vs. per day
In the United States 90% of the states calculate overtime as working more than 40 hours per week. It appears that Zoho People can only calculate overtime per day. How do we fix this? Here is an example: Mon 8 hours Tues 7 hours Wed 9 hours Thur 8 hours Fri 8 hours ----- Total 40 hours (no overtime) However, Zoho people says 1 hours of overtime because the employee worked 9 hours on Wednesday. Maybe I have something setup wrong in Zoho People?
Zoho people - holidays apear on zoho calender?
holidays that are stored within zoho people holidays can they be subscribed to within zoho calender?
Where do Review Questions appear on the Performance Assessment?
Hi, I want to create a Performance Assessment including only compentencies with a multiple-choice format, and a final open-text question after the competencies asking for justification of the previous objective questions. Can Review questions work for
Exit details not linked on employee profile
Dear Team, The exit details that were filled in are not appearing in the employee's profile, and it seems the data is missing entirely. Please advise on how to proceed. Regards, Preetika
Adding Public Holidays to the Calendar
Hi, How do you add a public holiday to the calendar, we are closed on public holidays but if someone has requested holidays over that time how do we avoid the day being deducted as this is already a paid holiday?
Record template - How to format a table
HI, I have a table in my form. I want to extract that in to my record template as a comma separated list - anyone else tried this? e.g. My Form... row1 value1 row 2 value2 " " My Template: my rows contain: val ue1, value2
Compensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
How to Send Automatic Warning Email After 3 Late Arrivals in Zoho People?
I’m looking to set up an automation in Zoho People where a warning message is automatically sent to employees who have 3 or more late arrivals within a specific time period (like the past 30 days). Here’s what I’m trying to achieve: Monitor employee check-in
How to change an employee mail id
Hi, Does the administrator have the rights to edit an employees mail id.
Onboarding Zoho sign documents?
I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part
Resend invite
Hi, How do I resend an invitation to someone who didn't get the invite the first time around? I tried going to Setup-->User (like it says in the Help) but there was no option to resend. It doesn't display any users who has not accepted the invitation.
I am not able to check in and checkout in zoho people even location access allowed
This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.
onDuty Request approval from API
use case We have custom CRM modules and meeting devices where a user can add meeting details We are pushing these details to People using onDuty Request API Now what we want is If the onDuty request is pushed using API, it should be auto approved i-e
In Zoho people Check in report the date want come as Colum how i can achive that in zoho people or analytics
In Zoho people Check in report the date want come as Colum. How i can achive that in zoho people or analytics
Performance -> Extend Service -> Forms: How to use created form?
So I have created a new Annual Evaluation form (cloned from the original one) and now I want to use it in an Appaisal cycle. QUESTION: How can I associate the form with the new Appraisal Template? Also, what is the difference between an Appraiser and
Organisational Chart
I can see from screenshots that Zoho people has organisations charts but cant seem to find it anywhere online. Can you please direct me to the right place Below shows the screenshots I am talking about http://www.zoho.com/people/screenshot-tours/screenshot-tours.html#Organizationchart http://www.zoho.com/people/organization-chart.html Cheers Sam
Different behavior when adding breaks via check-out/in and via regularization
Hello, I use Manual Mode for breaks and the following settings: I noticed I can see the breaks in detail view, list view and Presence Hours Break-up report if I check-out/in manually during lunch break (which is the behavior I want). Problem: I can't
Removing Shifts Tab in Time Off
My organization doesn't use the shifts function and would like to hide that tab from view (or delete it completely). Is this possible somehow?
Perfomance Management - Zoho People
Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in
Where to Map Candidate fields to Employee fields in Zoho People 5.0
I can not find options anywhere on Zoho people 5.0 where I can choose how the data fields are mapped from the candidate form to the onboarding form
Deny Leave Based on Number of Requests for the Same Day(s)
Is there a way to automatically deny a leave request if too many people are asking for the same day(s) off? For example, Everyone wants to take the week between Christmas and New Years off. Assuming everyone has hours available, could we automatically
Hourly Permission not getting Calculated
That is our settings The total calculation should be from 9:37 AM to 3:37 PM, but the hourly permission isn't getting calculated The last entry is hourly permission, it's not
Zoho People Mobile Check-in/out
Hello, I found an 'issue' with Zoho People. We wanted our employees to not be able to check-in/out from their mobile. But only when they are on the office. We already this: But still the employees can open from their mobile a browser, go to zoho people,
Zoho People U.S. Compensation Setup
We're new to Zoho and Zoho People Plus. So far, we like what we see as an HRIS system to suit our small USA-based (under 20-person) non-profit. However, we can't figure out how to configure the Compensation Service to reflect our workplace. We'd simply
Approval workflow for employee profile form
Hi, i have a requirement that whenever employee updates certain fields in profile, it should go for HR approval Specifically, I need to setup below 1. Approval should be triggered only if certain fields are changed. For eg. marital status, education details and address 2. New changes should be reflected only if those are approved by HR... if rejected, changes should not be updated in employee profile 3. Option to attach supporting documents for these changes while submitting for approval 4. Approving
Check-in and check-out time calculation discrepancy as shown in a screen recording
Please see linked screen recording for my question: https://workdrive.zohoexternal.com/external/94dd0267dc877b3f827cc09b294625105627680700cec50e71d36c08e94cb257
Setup Leave Policy which increases based on years of service
Please confirm if this is correct. Effective after 0 days of employment, Opening Balance is 6 days. Valid only for the first year of employment and Accrual and Reset are disabled. Effective after 1 year of employment, Opening Balance is 10 days. Valid
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