Creating Recurring Tasks in Zoho People
Team, We have recurring tasks weekly/monthly, whats the best approach to make these recurring tasks ? Please share best approach. Also in new Zoho people where can we find Scheduler option ?
Can I create a leave calendar for whole team to view?
Hi At present we have a manual system for leave requests, with dates already booked updated on Google Calendar. I am considering a move to using Zoho People across the organisation but need to be able to have a leave calendar that everyone can view. The only solution I have seen offered for this is to change security settings so that Team Members can search each other's records but this isn't what I'm looking for. I need all users to be able to see a week or month view to show any days when others
Assigned to at task section
assigned to at task section i keep trying to assign a task but by default its assigned to me and i cant amend . could you please help on the same , and im supper admin can you please guide or solve this issue
How to retrieve Performance management - Skill set data of employees using APIs?
I was exploring Zoho People APIs from: https://www.zoho.com/people/api/overview.html I required some assistance regarding developer APIs related to Performance - Skill set data in Zoho people. Are there any APIs available to fetch the employee tagged
Zoho Learning Management System - Certificate Upload by Employees
We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
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
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':
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
Zoho People - Leave Type
Hello, I have been struggling with the permission settings in Zoho People for a long time. My permission settings are not getting organized. Different results are being given for 2 people with the same criteria. Do I need to delete leave history to fix
In/Out Board based on Checkin/Check-out
Is there anyway to create an In/Out status page based on Check-in/Check-out? This would be a simple, visual display that listed employees and the "In" or "Out" status based on their current Check-in status. It would be good to allow filtering by "In" or "Out" status and sorting by name or a quick search by name. Please let me know if anything exist or if this could be an option added to Zoho People. Our employees work different schedules and we need a way to determine quickly if the are "IN" the
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
How do I make the Employee Engagement Survey actually anonymous?
I've just set up a test employee annual engagement survey and set it to 'maintain anonymity'. I can't review the reports until 5 responses have been received, which is great. However once 5 responses have been received, I can very easily see the responses
Autofill address using smart fields mapped over the pdf document
Hi, I'm using mail merge to map smart fields onto PDF documents I plan to distribute for signing. I already have a Zoho Sign subscription. When mapping smart fields from the Employee form, I only see the permanent and current addresses which include the
How to create groups in Zoho People?
I want to create groups and add users.
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
How has the Glance Widget changed your phone usage habits?
I recently started using the Glance Widget on my phone and I'm curious about its impact on others. Has it changed the way you interact with your device? Do you find yourself checking your phone less or more? I'm interested in hearing about any changes
Several Questions regarding files, permissions, reminders and more.
Hello, I would appreciate your help on several issues. 1. We have our own forms that we need employees to fill out and sign. I saw that there is an option to only create a form, sign only or confirm/reject that you have read the form. How can you make
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
How do I set up Glance on my Android Lock Screen?
Having trouble setting up Glance on my Android Lock Screen. Need help Any tips or step-by-step guides?
Send Custom Emails to Team Members or Applicants
How do I use Zoho People to send a custom email to users, team members or candidates? in order to use this tool from day to day we would need to send emails to various persons on our team or persons looking to apply for open positions: Some cases we can
#11 Tip of the week: Mail merge templates in Zoho People
Dealing with HR letters and certificates is easy and effortless with Zoho People's Mail Merge Templates.These templates let you generate HR letters for multiple employees at one go, with dynamic content. You need not create different letters for different employees as one template serves many. Learn how to set this up here.
Can we prefill a form fields in Zoho People
Hi There, Can we prefill a form field values in Zoho People? I have tried with URL prefill method, but the page is keep on loading. I would like to know whether we can prefill the fields automatically via URL or other methods?
Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information
Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
Integration from z people to payroll
I accces to my zoho people account User Id: 786682164 when I want to configure Integration I have msg : Integration have been configured already. .. and when I go to zoho payroll account as super admin I have integration to people as inactive if I want
Difference between Users and employees and same in apis
Hi Zoho team, I have zoho account and i am integrating the zoho withe other applications like octa etc. I am using API - https://people.zoho.in/people/api/forms/employee/getRecords to get all users. There are 4 users and 3 employees in UI, I am able to
Accrue Leave by Hours Worked?
My locality (Michigan, US) has enacted a law that requires that 1 hour of sick leave be accrued for every 30 hours worked. I cannot see how to implement this policy in Zoho People. There does not appear to be a mechanism for accruing leave proportional
Limit who can add jobs in zoho people time tracker
Is it possible to limit who can add jobs in time tracker to admins only. We dont want to let employees add their own job names but just use pre-defined jobs when adding the weekly hours.
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.
Add Automation starting from a File upload
Hello everyone, I'd like to create an automatic workflow starting from a file upload. Specifically, our employees have to periodically renew certain certification. Based on the certification is a fixed amount of time. I would like to insert a file and
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
Check in/out location
Hello, We are using Check-in/out feature in our company, but the geo location is not accurate it's always pinned 2-3 streets away when click the checkin/out button. and we can't check if the app is choosing the right location before submitting. how to fix this issue or check what location is zoho app finds before submitting.
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
Mapping 1 employee to 2 different shifts
Hi, We have 5 different shifts for employees: Shift1. 7pm- 02:30 am Shift2. 02:30 am - 9am Shift3. 9am-5pm Shift4.5pm-01:00am Shift5. 1am- 9am And these are the hourly rate rules: Day shift - 1 hourly rate: 07am-9am 09 pm-5pm 5 pm- 11 pm Night shift - different hourly rate: 11 pm-01am 01am-07 am 02:30am-07 am The rate per hour is different in day shift and night shift, and as you can see, one shift starts with hours from the day shift and extends into the hours from the night shift. For example,
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
Facing some issue with ZOHO people and payroll
We are contacting you from Surge Productions! This mail is to bring to your attention that we have been facing some issues with Zoho People and Payroll! ZOHO People Issue I am the HR who is an Admin in Zoho People, but I unable to view the team data.
Problem to add leave
Hello support zoho !! I'm trying to add to leave but it throws me the following message on the date The permit can not be applied without a date of incorporation. I need help please !!
API Leave Balance
Hi there, I am looking to update the employee leave balance by using the API. Is anyone already managed this? Thank you Jean-Yves
Weekend status removal +how to show no shift
As I defined the schedule from Mon to friday starting from 21st Aug (as you can see in attached screenshot 'defined schedule') but on attendance summary view 'weekend' status is still showing. Also is there any way that I can show 'no shift' when there
How to get Approvals Line Records in Zoho People via API or Custom Function
Hi Zoho support team! I can't really find any document for getting the approvals flow of a record when using API or Custom Function. With "getRecordByID" just show Approval Status, how can I get approved people via custom function or API? Thanks.
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