What's New in Zoho Payroll [Indian Edition]: June 2020

Hello users,

We hope all of you are staying safe in this crisis and are able to settle into some form of routine. Here, at Zoho Payroll, we've been keeping ourselves busy by coming up with a variety of features and updates. Read on to know all about them.

Custom employee fields

We have introduced custom fields for the Employee module to enable you to collect and store additional information about your employees. You can collect details like Aadhaar number, marital status, etc from your employees. This information will be available in the employee portal as well. To create, edit, disable, or delete a custom field, read our help document.

Once you create a custom field, it will be available in every employee’s profile under Personal Information > Other Details.

Zoho Payroll - Zoho People field mapping

While enabling the Zoho Payroll - Zoho People integration, you can now map the payroll fields with the fields in the employee forms of Zoho People and sync employee information easily. Apart from the mandatory fields, you can also map the custom fields.

Employee information includes:

• Basic Information
  

There are 13 fields that can be synced under this section: First Name, Middle Name, Last Name, Employee Number, Gender, Date of Joining, Designation, Work Email, Mobile Number, Department, Work Location, Date of Termination, and Status.

• Personal Information
  

There are 9 fields that can be synced under this section: Personal Email, Date of Birth, Father's Name, PAN Number, Personal Address Line1, Personal Address Line2, Personal City, Personal State Code, and Personal Postal Code.

• Payment Information
  

There are 6 fields that can be synced under this section: Payment Code, Bank Holder Name, Bank Name, Account Number, Routing Number, and Account Type. For this section, you have to map either all the fields or none of the fields to proceed with the integration. If you don't map the information when you set up, you can directly import the fields in Zoho Payroll.

Note: The default fields will be mapped automatically and you cannot edit them.

The fields that will be populated from Zoho People can be found under Zoho People > Settings > Customization > Forms > Employee. You can also add custom fields to this section.

New EPF rates

One of the financial measures announced by the Government of India in response to the COVID-19 crisis is the reduction in PF contribution rate from 12% to 10%. Employers and employees can contribute 10% of PF wages towards the EPF for May, June, and July. This provision will enable employees to have more cash in hand during the crisis.

You can directly enable the new EPF rate of 10% for all employees from Settings > Statutory Components. Or you can import individual EPF rates of either 12% or 10% as desired by the employees under Employees > Import Data > Employee Statutory Details.

For further details, read our post on the new EPF rates.

Free plan in Zoho Payroll

Zoho Payroll caters to all types of businesses right from small businesses to large corporations. Small businesses can benefit a great deal from adopting the right technology to run their day-to-day payroll operations. As they grow, this can help them continue to manage their payroll process easily, since they're used to it from the beginning. Keeping this in mind, we've launched the Free Plan for organisations with 10 employees or less working from a single work location.

Once you've completed your trial run, you will be prompted with options to move to the Free Plan or upgrade your subscription.

Reminders for IT declaration & POI

Employees with portal access are required to submit their investment declarations and proofs each month. You can now remind your employees via email to submit their IT declarations and investment proofs before the deadline is up. You can send up to 5 reminders to your employees before you lock the IT/POI submission. Enable these reminders under Settings > Preferences > Income Tax Declaration.  Whenever you release the IT declaration/POI submissions, emails will be automatically sent to employees for whom portal access is enabled.

To enable reminders for POI submission, go to Settings > Preferences > Proof of Investments.

Loan opening balance

For loans disbursed and partially repaid in the prior payroll, you can now include the loan amount and perquisite balance for the remaining repayments and track them in Zoho Payroll.

After adding prior payroll details, add the Loan Opening Balance, and Perquisite Opening Balance along with the loan details. Once this is done, continue the repayments as post-tax deductions until the loan is fully repaid.

Monthly split-up of the HRA calculation in TDS slip

House Rent Allowance (HRA) is one of the partially tax-exempted allowances that employees can claim if they live in a rented accommodation.

The deduction available is taken as the least of the following:

• Actual HRA received; or
  
• 50% of Basic Salary for those living in metro cities (40% for non-metros); or
  
• Actual rent paid minus 10% of Basic Salary
  

Once an employee submits the necessary proofs, HRA will be calculated for the financial year based on the above factors and deducted from the taxable income.

Now, you can find the monthly split-up of the House Rent Allowance (HRA) at the end of the monthly tax calculation in the employee's TDS slip.

Investment declaration for prior payroll terminated employee

You can now declare investments for employees terminated in the prior payroll. These investment details are essential while generating Form 16. To declare investments for prior payroll terminated employees:

• Go to the Employees module.
  
• Select Terminated Employees from the dropdown menu.
  
• Select the employee for whom you want to add investment details.
  
• Within the employee's profile, click the Investments tab.
  
• Click Submit IT Declaration and declare the employee's investments.
  
• Click Save.
  

Alternatively, you can import the investment details of one or more terminated employees. To do this:

• Go to the Employees module.
  
• Click the More icon and select Import Data.
  
• From the dropdown menu, select the type of investment (Section 6A, HRA Details, Let-out property details, etc.)
  
• Upload the file containing the investment details and click Next.
  
• Map the respective fields and click Next.
  
• Review the field mapping and click Import.
  

Once you've imported these details, you can use them to generate Form 16.

Arrear PF reports

Arrear PF reports can be used to review the PF credited as arrears after salary revision. To access the report:

• Go to the Reports module.
  
• Select EPF-ECR Report under Statutory Reports.
  
• Select the month for which you want to view the report.
  
• In the top right corner, click View Arrear EPF-ECR Report.
  

Let us know how these features are useful to you and what other new features you'd like to see. If you need any assistance using Zoho Payroll, drop us an email at support@zohopayroll.com.

Sincerely,

Supriya A

The Zoho Payroll Team

• Topic Participants

• Supriya A

  

• raghava

• Supriya A

  

• 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

• Fixed assets recording

  Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

• [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

  [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Kaizen #168 - Incremental Authorization

  Welcome to this week's post in the Kaizen series. In this post, we will discuss Incremental Authorization. What is Incremental Authorization? Incremental Authorization is an OAuth strategy that allows a client to request specific authorization scopes

• Zoho Analytics Pivot Table - How to compare month vs last year same month

  Hi, I had created a pivot table with setup as below: Column: - Delivery Date Row: - Customer Group Data as column - Total amount (sum > normal) (show data of the month) - Total amount (sum > % difference from previous value) (compare between this month

• Configure Notes Title for Blueprint Transition

  It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

• An update to improve email delivery | Email Authentication & Relay

  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st December, 2024, emails sent using email

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• Automation#25: Move Tickets to Unassigned When the Owner Is Offline

  Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,

• Zoho cases and remote work api

  How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

• Calendly does not show scheduled Meetings

  I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

• Delete Field that is used in a Zoho Flow connection

  I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the prompted

• I want the currency in my account to be Mexican pesos.

  Hello, I am a Mexican citizen and live in Ukraine. When I registered to your system, it was seen that I was from Ukraine, so the default currency is Euro. This is causing me a problem. Please change the standard currency in my account to Mexican Pes

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Year-End Wrap: Don't rewrite - Switch to Email Templates

  As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better

• Elevating Email Security on Zoho Desk: DKIM Now Mandatory

  Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we prepare to welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory

• How to view shared mailbox in Outlook

  How to view shared mailbox in Outlook or in another software

• Clear String field based on the value of other field

  Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

• Necesito el código ZB para mi cuenta

  Hice cambio de servidor y no encuentro el codigo unico de cname.

• Privacy error

  Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

• Email with attachments saving attachments into Zoho CRM from Zoho Mail

  Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

• Bug - OTP (email) and No Duplicates

  Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

• Customise Search Bar in CRM

  Is there a way to customise this search bar in the CRM to add fields?

• Counting downloads of a file

  Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

• Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

  When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• New permissions for accessing emails sent via Zoho CRM

  Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

• Mind Mapping

  Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Unable to send emails

  I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

• Request for Alerts on Workflow and Function Changes.

  I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

• Overwrite Option for custom modules

  Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

• Transfer Amount from One Vendor to Another Vendor

  One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• How to make Branch compulsory in Zoho Books invoice?

  How I make Branches compulsory in Zoho Books invoice?

• Regarding GST Report Issue in Zoho Books

  Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

• Function #57: Automatically group items in invoices based on categories

  Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• Suppress "spreadsheet will not be saved" message on published sheet

  I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

• Zoho Forms Unable to Save Account Numbers with a Leading Zero

  We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

• Next Page