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

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

Hello everyone,

We are delighted to announce a timely and important feature update in Zoho Payroll for this month: you can now pause loan deductions temporarily for employees. Read on to learn about this and our other interesting enhancements for this month.


Pause loan deductions

During difficult times, like the current economic disruption, you may want to support your employees with some financial relief measures. One such measure would be to pause loan repayments temporarily until the situation gets better. In Zoho Payroll, you can now use the loan pause option to pause employees' loan deductions temporarily.
To pause loan repayments:
  • Go to the Loans module.
  • Select the employee for whom you want to halt the loan repayments temporarily.
  • Click the More icon (three horizontal dots) in the top right corner and select Pause Instalment Deduction.


  • You can choose to pause the loan instalment deductions immediately or from a scheduled month.
  • If you've selected On Scheduled Month, choose the month from which the instalments need to be paused.
  • Select the month from which you want to resume the loan deductions.
  • Enter a reason and click Save.


The loan deductions will be paused for the employee for the selected period.

View the consolidated TDS worksheet for all employees

Employers are required to project the taxes for their employees and deduct them from the employees' salaries every month. Zoho Payroll automatically projects the taxes based on the investment declarations made by the employees. You can view each employee's TDS worksheet while processing the pay run. You can also download the consolidated TDS worksheet containing the TDS details of all your employees to cross-reference your TDS payments or accounts.

To download the consolidated TDS report:
  • Go to the Pay Runs module.
  • Run the payroll for the month.
  • In the payroll overview page, click Export Data in the top right corner of the employee summary and select Payroll Data.


  • From the dropdown, select TDS Worksheet Report and click Export.


You will be prompted to select a location to save the report and it will be downloaded to your device.

Edit personal details of terminated employees

Let's say you've terminated an employee from your organisation but you want to keep their updated contact info for future communication. Zoho Payroll allows you to edit personal information, such as personal email address or PAN, of employees after they've been terminated.
To edit a terminated employee's personal information:
  • Go to the Employees module.
  • From the Employee Type filter dropdown on the top-left corner, select Terminated Employees.
  • Click the terminated employee for whom you want to edit the personal details.
  • Click the Edit icon next to Personal Information.

  • Make necessary changes and click Save.

Import restricted PF contribution amount for employees

Zoho Payroll offers the option to pro-rate PF wages—in other words, to restrict the EPF contribution amount to a certain value, such as ₹15,000. You can restrict the EPF contribution amount for a few of your employees or at the organisational level.
To restrict the EPF contribution amount for select employees:
  • Go to the Employees module.
  • Click the More icon and select Import Data.

  • From the dropdown, select Employee Statutory Details and click Proceed.
  • In your file, provide the following details:
    • Employee ID
    • Employee EPF Percent
    • Employer EPF Percent
    • Employee Restricted Basic Amount
    • Employer Restricted Basic Amount
  • Once you have your file ready, click the Cloud icon and upload it.
  • Choose Skip or Overwrite to handle each duplicate entry.
  • Select the right character encoding format from the dropdown menu and click Next.
  • In the Field Mapping page, map all the import fields in the file with the Zoho Payroll fields.
  • Make sure the mandatory fields are mapped correctly.
  • Select Next.
  • In the Preview page, review the records skipped and the unmapped fields.
  • Click Import to import the data.


Now the EPF contribution will be restricted to the specified value for those employees.


We hope these enhancements make your payroll process easier. Give them a try, and drop a comment if you have any questions or feedback. We always love to hear from you! If you need further assistance, don't hesitate to reach out to us at support@zohopayroll.com.

Sincerely,
Supriya A
The Zoho Payroll Team


    • 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

    • Enhanced data export features: XLSX format, custom character encoding, and selective record export

      Greetings all, Here are a few enhancements related to exporting CRM data, including the ability to export data in XLSX file format now. The Export feature under Data Administration now offers new options that expand its flexibility and enable users to
    • Invalid value passed for file_name

      System generated file name does not send file anymore - what is the problem?
    • Tip #42 – How to manage data security with Privacy Settings – 'Insider Insights'

      Data privacy is a cornerstone of trust in remote support. Through Privacy Settings in Zoho Assist, you can set up how data is gathered, stored, and handled in your organization. These settings ensure compliance, data protection for sensitive details,
    • Zoho DataPrep and File Pattern configuration

      I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
    • Custom Function for Estimates

      Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate
    • Introducing Dark Mode / Light Mode : A New Look For Your CRM

      Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
    • Quick Item Search & Auto-suggestion for Invoices

      Hi Team, I am facing an issue while creating invoices in Zoho Books. Currently, I have to type the full item name in the correct sequence and spelling for it to appear. For example, my item name is: "Distemper Acri Silk Special White 10kg" If I type something
    • Ticketbai! en el Pais Vasco

      Hola a todos, En enero de 2.022 se va a implantar en el país vasco un nuevo sistema de facturación, denominado ticketbai!, ¿hay alguna previsión de realizar las adaptaciones en zoho books o zoho invoices? Ignoro la cantidad de clientes que tienen estas
    • Zoho CRM mobile app feature update: home page widgets, field tooltips and user image upload

      Hello everyone! Your business doesn't pause when you're on the move, and neither should your CRM. That's why in our latest update, we've introduced a few new features to make your mobile CRM experience smoother and more efficient. Let's take a quick look
    • Zoho CRM Plain Text Template: Line Breaks and Formatting Issue

      Hello, I'm following the instructions to create email templates in Zoho CRM, but I'm having a problem with the plain text version. https://help.zoho.com/portal/en/kb/zoho-sign/integrations/zoho-apps/zoho-crm/articles/zoho-crm-email-templates#Steps_to_create_a_custom_email_template
    • Optimizing Task Handling: Auto-Remove Recurrence for cancelled Tasks.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
    • Important updates to your connectors

      Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
    • Create, collaborate, and manage agreements with Zoho Sign

      Agreements drive business. We launched Zoho Sign in 2017 as a simple digital signature tool to sign agreements from anywhere, at any time. Over the years, we've learned that most agreements go through last-minute changes before they're signed. Our users
    • Function #25: Automatically generate purchase orders from a sales order

      We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
    • Has Anyone successfully integrated Zoho and Sage Intact?

      Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▷▷参加登録はこちら:https://us02web.zoom.us/meeting/register/6OSF2Bh6TumsMIlDwaY_PQ ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
    • Function #55: Convert multiple quotes to single SO using Custom Button

      Hello everyone, and welcome back to our series! In Zoho Books, after a quote is accepted by your customer, it can be converted into a sales order or an invoice. Often, a customer might have multiple quotes, and for easier billing or upon the customer's
    • hiding a topic from all but one segment (or list)

      My organization sends out a number of newsletters using Zoho Campaigns. One of those newsletters is for volunteers. In order to become a volunteer, a person has to first go through our volunteer orientation (training). After that, they can receive newsletters
    • How do I set up this automation correctly?

      When contacts enter my Subscribers list, I want it to reference a custom field to see if it is empty. Then I want it to do two things: If empty: Assign a tag based on a different custom field. If that custom field is empty, assign a different tag. If
    • Function #62: Display associated Quote on Invoice details screen

      Hello everyone! Today, we are sharing a Related List script that makes it easy to view and access the quote from which an invoice was created right from the invoice details screen. This Related List displays the Quote number and Amount, allowing you to
    • Custom confirmation message

      How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
    • Has anyone integrated SMS well for Zoho Desk?

      Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thing
    • Desk x CRM Integration

      Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want. One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need
    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.
    • Issue with Save & Share Link – Works for Others but Not Creator

      I’ve enabled the "Save and Share" feature in Zoho Forms, and it works correctly for all users accessing the public link—except for me (the form creator). Issue Details: When I save and share the link, recipients see a “no permission” error. The form is
    • Save the pdf report from a registration form in a Folder

      Through Zoho Forms I created a registration form with quite a lot of rules to handle different variables (TEAM types, payment in installments, etc.), and the result is pretty good. The automatic PDF that is sent to the respondent upon submission is already
    • zoho forms integration to zoho work drive

      Scenario: A user fills out a Zoho Form, entering details such as email, mobile number, and other required information, and uploads supporting documents like PAN, Aadhaar, etc. Upon submission, the data is available in Zoho Forms Reports. Requirement:
    • Zoho Forms to Zoho CRM Integration failed - can I restart it?

      The integration of Zoho Form to Zoho CRM has failed. Is there a way for me to restart it for the impacted entry?
    • insert an equation, but in document, it shows an image not available.

      I'm new to Zoho writer and used Zoho writer in desktop app version . When I inserted an equation, I got an image not available sign. Any help is appreciated. Thanks, Charles
    • Zoho Desk Android app update - Swipe action customization

      Hello everyone! We have brought in support for the swipe action customization in latest version(v2.9.13) of the Zoho Desk Android app update, enabling you to configure left and right swipe gestures on tickets to carry out the actions swiftly without opening
    • Import KB template OR Export template for zoho desk?

      Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible
    • XML format to import knowledgebase into Zoho Desk

      Hi, We just started to use Zoho Desk and want to import our knowledgebase from our old support system (Freshdesk) to Zoho Desk. Can anyone give us information about the format of xml file to import? There is no explanation on the related page.
    • Zoho Desk integration with Power BI

      Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack
    • Arranging Ticket Templates

      Is there any way to arrange our ticket templates? It doesn't look very organised when it's just arranged according to when they were created. We want the list to look more organised, by arranging/grouping them by topics, or even just by alphabetical
    • What they mean with "Portal"?

      I just downloaded this app to take my personal notes on digital art studio because it seemed to me the most comfortable app to do it, I use it very often, what do they mean by “no activity on your portal”? I have about 1 year of work here and I don't
    • Inactive User Auto Response

      We use Zoho One, and we have a couple employees that are no longer with us, but people are still attempting to email them. I'd like an autoresponder to let them no the person is no longer here, and how they can reach us going forward. I saw a similar
    • favorites no longer listed

      Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!
    • Notecards Disappeared

      Got a new phone. Downloaded and signed in Zoho Notebook. Not finding the Note cards. Just Empty Note books. Frustrating.
    • Table Errors

      Hello, I'm new to Zoho Notebook and using it on several Mac/Apple devices. My question is regarding tables: Why do they become broken, and how to fix the error without retyping all my data? (Please see the screenshot attached.)
    • Aggregating the First Value in the Group By of a dataset

      Hi I am trying to get the following Aggregate Formula to work in my chart, but cannot seem to get the right format. I have a series of data that I am running an include_groupby and want to SUM only a column in the first row of each group. So for example.
    • Next Page