The 'Quick Learning Series' - Post 5: Tip - Let them give feedback without any mental block.
Often, employees do not want to give feedback for fear of being judged or due to fear of spoiling their relationship with employees. Using Zoho People, you can ensure that your employees give the right feedback at the right time, all while maintaining the feedback giver's identity anonymous. Watch this video to know how.#15 Tip of the week: Managing multiple organizations with Zoho People
Did you know? You can create multiple organizations and manage all of them from one, central account. This is useful for businesses operating with different lines of work. Instead of creating different accounts with different administrators, it can all be managed from one account easily. Learn more.How to edit goals/weightage in PMS Module after the manager has already approved it ?
How to edit goals/weightage in PMS Module after the manager has already approved it ?i need to mapping excel sheet with employee form
i have excel sheet contains employees data , i need to import this sheet into employee form, how can i do that ?#22 Tip of the week: Generating passwords automatically in Zoho People
Did you know? You can automatically generate secure and strong passwords for your employees. While adding employees to Zoho People or while importing them, you need not manually set different passwords for different employees. Our integration with Zoho#21 Tip of the week: Turn around time for Approvals
Important approvals have to be prompt and delays can hinder work on various levels. To ensure timely approvals, you can set a turn around time. Once the time limit elapses, the pending approval moves to the next approver in-line or gets assigned to a#20 Tip of the week: Multi-rater feedback in Zoho People
Reviews are essential to analyze employee performance. But how do you consolidate reviews when an employee has worked with multiple managers, in different projects and teams? Multi-rater feedback can help. Click here to know more!#19 Tip of the week: Connections in Zoho People
Did you know? You can connect your Zoho People account with any third party application that you like. With Connections, securely connect with a collection of pre-configured third-party services or create your own connection in a few simple steps. Learn more.#18 Tip of the week: Exceptional working days in Zoho People
Did you know? You can mark a day of the weekend as a working day when special situations arise. This will let you extend your work week during times that require extra efforts.Click here to learn how to setup exceptional working days.#17 Tip of the week: Streams in Zoho People
Did you know? You can group employees with the same nature of work under a broader term using Streams. Streams help you identify employees who work in related fields and understand the variety of your organization. Similar designations can be grouped under one stream or streams can act independently to group employees. Learn more.#16 Tip of the week: Marking employees present by default
Did you know? Certain employees like CEOs, senior officials and on-site employees need not check in and out daily. With a special setting they can be marked present automatically. A group of such employees can be created and marked as present by default, except for days on which they apply for leave. Learn more.#14 Tip of the week: E-mail notifications for shift modifications
Did you know? You can send real time e-mail notifications to employees, whenever their shift is altered. Simply enable notifications for shift change, under General Settings of Attendance and keep your employees ready and informed of any shift change.#13 Tip of the week: Restrictions for Time Logs
Did you know? You can prevent your employees from logging time during weekends and holidays with a simple configuration under Time Log Settings. This is useful to avert overworking, thereby preventing employee burnout. Learn more. #12 Tip of the week: Automate shift rotations with Zoho People
Swapping shifts of your employees can be confusing and monotonous when done manually.With Zoho People, you can automate shift rotations. Simply set up the frequency of the shift change and the applicable employees, and pave way for error-free rostering. Learn more about shift rotations here.#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.#10 Tip of the week: Integration with Xoxo day
Offices worldwide are opening again after the Covid-19 crisis. How about rewarding your employees to welcome and motivate them to jump-start productivity? Zoho People integrates with XoXo day, a rewards and recognition platform to engage and motivate your employees. Gift Xoxoday points to your employees and they can redeem it with experiences, gifts, vouchers, perks, and various other offers handpicked for a corporate audience. Learn more about how this integration works here.#9 Tip of the week: Self-paced learning courses in Zoho People's LMS
Did you know that self-paced learning is the most favourite course type of corporate employees? With the Learning Management System of Zoho People, create self-paced learning courses with no set pace or a timetable and empower your self-taught employees. Learn how to create courses here!#8 Tip of the week: Continuous review in Zoho People
Make your performance evaluations continuous and consistent with continuous review in Zoho People. This greatly helps with measuring performance all around the year and keeps your employees focused. You can run continuous reviews every month or once in 3 months for employees to evaluate their goals regularly. Learn more on how to set this up!#7 Tip of the week: Delegating approvals in Zoho People
With Zoho People, absences need not keep employees waiting with their approval requests. When you are not available at work, you can delegate approvals that come your way to your fellow workmate and let them take care of your approvals temporarily. Learn more!#6 Tip of the week: Zoho People- Xoxo day integration
During hard times like these, the one, unsettling question is this: 'How to keep our employees motivated?'. Zoho People integrates with Xoxoday, a rewards and recognition platform to power productivity through motivation. You can purchase points and award your employees for a simple task done from home or a new idea shared. Integrate your Zoho People account with Xoxoday and start motivating your employees! Learn more.#5 Tip of the week: Dual reporting in Zoho People
Did you know? Your employees can have two reporting managers at the same time and they can take care of approvals that come their way simultaneously. Organizations with a dual reporting structure can make use of this feature to manage processes smoothly. Learn how to set this up!#4 Tip of the week: Capture employee location with every check-in
Here is a tip from Zoho People to manage remote work.You can capture your employee's location while they are checking-in using their Zoho People application. Every check-in entry will reflect the location of your employee. This is a great way to manage your employees' attendance even while they are working from their homes. Learn more.#3 Tip of the week: Host virtual sessions for an uninterrupted learning experience
With the current, Covid-19 situation, your learning need not be delayed or compromised. The learning management system of Zoho People support blended learning courses, for you to make learning happen in your homes. You can create courses, host online sessions or webinars, course discussions and more effortlessly. The Learning Management System is free for all plans until July 1, 2020 to provide an uninterrupted learning experience. Try it out now!#2 Tip of the week: Assigning specific roles
Did you know? Apart from general roles in Zoho People, you can assign an additional responsibility or a specific role to users in Zoho People. You can also configure an additional set of access permissions for the role. For instance, an employee who is in the general role-'Manager' may need to handle an additional role-'Finance Manager'. With Specific Roles in Zoho People, the employee can have permission to access the finance-related forms in Zoho People, additionally. The permissions can be set#1 Tip of the week: Scheduling automated, date-based actions
Hello everyone, To facilitate quick learning in our forums right here, we are bringing expert tips and best practices your way, so you can make the best use of Zoho People. Watch out the 'Quick Learning Series' space, every Thursday for a useful tip or a quick fact featuring Zoho People. Here's the first tip of the series! #1 Tip of the week: Scheduling automated, date-based actions Did you know? You can set mail-alerts or complete any automated action based on a particular date. For example,How to create time log using zoho people api ?
I am creating zoho people clone. I am trying to create a time log using zoho people api. It requires token, employeeID and other data. But after login I am getting only token. So my question is how to get an employee id to create timesheet ?The 'Quick Learning Series' - Post 26 - Announcement
Payroll is no more a pain, as we have a new payroll integration in the house. We are inspired to announce that Zoho People meets Paybooks, to make your payroll processes simple and swift at the same time, exclusively for India. Know more on this integration.The 'Quick Learning Series' Tip-Post 25
Approvals are no more a crick in the neck for Administrators. Approving at multi-levels, in a single click, is now a possibilty for users of Administrative roles. Know moreThe 'Quick Learning Series' - Post 24 - Tip
Want to configure different Time Tracker settings for just a set of your employees? With 'User Settings', now you can replicate all that you have in general settings of Time Tracker for the set of Users you choose. Click here to know more.The 'Quick Learning Series' - Post 23 - Q & A
Q - Is it possible to have follow-up done for an approval automatically? A - Yes. This can be done while configuring an approval Steps: From your home page, navigate to Settings > Approvals > Add Approval Select the form and give a name Set criteria (If required) and configure approver Check 'Enable follow-up option for this approval' and select 'One-time' or 'Repeat' based on your need If you have selected 'Repeat', enter the frequency in which the follow-up should be done Configure email templateThe 'Quick Learning Series' - Post 22 - Tip - Approval Settings
How to have approval requests auto-rejected in case of criteria mismatch. Steps: Go to Settings > Approvals Select the appropriate form Navigate to 'Approval Settings' > Configuration Select 'Auto Reject' under 'For Criteria Mismatch' Click SaveThe 'Quick Learning Series' - Post 21 - Zoho People integration with Zoho Projects
Import your list of Projects from Zoho Projects, track time for them and push approved time logs to Zoho Projects. Learn moreThe 'Quick Learning Series' - Post 20 - Are you worried if your employee data is secure?
Compliance with the GDPR is paramount for HR departments precisely because HR processes invariably collect and process a great amount of employee data. As an HRMS that gathers and processes all this information, Zoho People ensures you have full control over all sensitive information. Visit this page to know how.The 'Quick Learning Series' - Post 19 - News - Reap the full benefit of Zoho People's integration with Zoho Books/Zoho Invoice
Get going with your billing/invoicing transactions without any hiccups! Zoho People's integration with the Zoho Finance Suite automatically pushes your approved time logs to Zoho Books/Zoho Invoice and lets you proceed with your billing/invoicing transactions with much ease than ever before! To know more - https://www.zoho.com/people/help/administrator/tt-integrations-answers.html#pushinglogsThe 'Quick Learning Series' - Post 18 - Tip - Ensure you hide all personal data from prying eyes.
With the amount of personal data that the HR team handles, it is important to make sure you secure all personal information of your employees to abide by compliance standards. Encrypt all the fields that carry personal data of employees and ensure an advanced level of data security. Take a look at this video to know how to do this. The 'Quick Learning Series' - Post 17 - Tip - How to ensure that the exported data is secure
You can now enable password protection for the forms in your account and make sure that the data exported is secured with a password. Take a look at this video.The 'Quick Learning Series' - Post 16 - Tip - How to disable notifications for your organization
Now, you can keep email and 'Feeds' notifications at bay by disabling them right when you are adding your company settings. Steps: Go to Settings > Organization > Company Profile Scroll down to 'Notification Settings' and select 'Disable' Click 'Save Changes'The 'Quick Learning Series' - Post 15 - Tip - How to add reminder for a holiday
Adding a reminder for an upcoming holiday is now simple! When you add a holiday, you can set a reminder so that employees get timely emails. Take a look at this video!The 'Quick Learning Series' - Post 14 - Tip - How to import multiple locations
Importing multiple locations for your organization is easy now. Follow these simple steps. Go to Settings > Organization > Locations Click on 'Import' Upload your file and click 'Next' You have added all the locations in a flash!The 'Quick Learning Series' - Post 13 - Tip - How to manage confidential files
Document management is all about ensuring that the right people have access to the right files. With Zoho People, you can add and import personal files and ensure that these files are not even accessible to the Users but only to their reporting manager and HR administrator. Watch this video to know how.Next Page
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The 'Quick Learning Series' - Post 5: Tip - Let them give feedback without any mental block.
Often, employees do not want to give feedback for fear of being judged or due to fear of spoiling their relationship with employees. Using Zoho People, you can ensure that your employees give the right feedback at the right time, all while maintaining the feedback giver's identity anonymous. Watch this video to know how.The 'Quick Learning Series' - Post 26 - Announcement
Payroll is no more a pain, as we have a new payroll integration in the house. We are inspired to announce that Zoho People meets Paybooks, to make your payroll processes simple and swift at the same time, exclusively for India. Know more on this integration.The 'Quick Learning Series' Tip-Post 25
Approvals are no more a crick in the neck for Administrators. Approving at multi-levels, in a single click, is now a possibilty for users of Administrative roles. Know moreThe 'Quick Learning Series' - Post 24 - Tip
Want to configure different Time Tracker settings for just a set of your employees? With 'User Settings', now you can replicate all that you have in general settings of Time Tracker for the set of Users you choose. Click here to know more.The 'Quick Learning Series' - Post 23 - Q & A
Q - Is it possible to have follow-up done for an approval automatically? A - Yes. This can be done while configuring an approval Steps: From your home page, navigate to Settings > Approvals > Add Approval Select the form and give a name Set criteria (If required) and configure approver Check 'Enable follow-up option for this approval' and select 'One-time' or 'Repeat' based on your need If you have selected 'Repeat', enter the frequency in which the follow-up should be done Configure email template
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Sticky Posts
The 'Quick Learning Series' - Post 3 : Tip - Ensure business continuity. Keep your employees posted on urgent and important announcements.
When you run a business, you have to be equipped to encounter sudden emergencies. What is more important is to keep your staff posted on these important updates. Post important updates as 'Sticky Announcements' so that they stay on top always keeping your staff well updated. What's more interesting is that you can have location-specific sticky announcements so that your staff from other locations do not push the panic button! Take a look at this short video !The 'Quick Learning Series' - Post 2 : Tip
Want to restrict employees from checking-in from their mobile devices? You can now create this restriction under Attendance Settings.