Zoho Payroll's Product Updates | August 2024

Zoho Payroll's Product Updates | August 2024

At Zoho Payroll, our commitment goes beyond providing software—it’s about empowering you to focus on what truly drives your business: your people.

This August, we are delighted to introduce a set of updates for our users in India and the UAE, that not only refine payroll processes but also bring more clarity and ease to your daily tasks. From personalised earning calculations to secure handling of employee data, we are dedicated to supporting you every step of the way.

Join us as we dive deeper into these enhancements and discover how Zoho Payroll continues to evolve, keeping your needs at the forefront of our efforts.

Calculate Earnings Based on Percentage of CTC (India - Early Access)

At Zoho Payroll, we understand the complexities you face in managing diverse compensation packages of your employees. To simplify this, we’ve expanded the options we provide for you to calculate the fixed earnings of your employees. Now, you can calculate earnings based on a percentage of the CTC (Cost to Company).

Note: Earnings based on a percentage of CTC can only be calculated for fixed earnings, not variable earnings.
This feature is perfect for scenarios where employees have various allowances and incentives tied to their total compensation. 

To do this, go to Settings, select Salary Components, choose an Earning, and set the calculation based on CTC. When you preview an employee’s salary, the calculated values are displayed, offering complete clarity. This ensures fair, transparent, and easy-to-manage compensation.

Calculate Earnings Based on Percentage of Other Earnings (India, UAE - Early Access)

For our users in India and the UAE, we’ve provided the ability to calculate fixed earnings based on other earnings. 

Note: Earnings based on a percentage of other earnings can only be calculated for fixed earnings, not variable earnings.

Scenario: Think of Jalal, an employee in the UAE, whose earnings are based on various performance metrics. With the enhanced feature, you can now set his earnings to be a percentage of his bonuses or other performance-based earnings.

To set this up, go to Settings, select Salary Components, choose an Earning, and set the calculation based on earnings.Once these earnings are associated with an employee, you’ll be able to preview the calculation used to derive the earnings.  This ensures fair, transparent, and easy-to-manage compensation. 

Sample Formula:

Let's take the example of formula used to calculate the Travel Allownce earning below. 

Transportation Allowance=(Basic Amount+Travelling Allowance Amount) × 8%

Explanation: In this case, the other earning that was used to calulcate the Travel Allowance earning is the Basic. The Transportation Allowance is calculated as 8% of the sum of the employee's Basic Amount and Travelling Allowance Amount.


Custom Field Support for Loans Module

We’ve introduced custom field support for the Loans module, giving you the flexibility to capture additional loan details that are not available by default in Zoho Payroll. 

With this feature, you can now create and configure custom fields for loans, ensuring that every piece of critical information is recorded accurately. Whether you need to track specific notes, collateral details, or unique repayment conditions, custom fields allow you to personalize loan records like never before.

Setting up a custom field for loans is simple:
  • Navigate to Settings and select Preferences.
  • Go to Loans and choose Custom Field and configure it to fit your needs.
Loans - Custom Fields

Other Enhancements in UAE

Passport Number in Letter Templates
We have introduced the option to include passport numbers as placeholders in various letter templates, such as Salary Certificates, Salary Revision Certificates, Bonus Letters, and Salary Transfer Letters. By including passport numbers, you enhance the authenticity and compliance of your official documents.

To add the passport number to a salary certificate:
  • Navigate to Settings > Templates > Salary Certificate > Edit.
  • Click Manage Content, then select Insert Placeholders and choose Passport Number.

AL-Ansari Exchange House - SIF Format
We now support the AL-Ansari Exchange House SIF format, a standardised file format for salary information files used by AL-Ansari Exchange House in the UAE. This format simplifies payroll processing by ensuring that salary disbursement data is accurate and compliant with banking regulations. 

Enhancements in India

Allow Restricted Type EPF Contribution for Variable Earnings (Early Access)
We now allow variable earnings to be considered for EPF contributions, specifically when the PF Wage is less than ₹15,000. 
In many organizations, employees have variable components in their salary, such as bonuses, incentives, or overtime pay. Previously, these variable earnings were not considered for EPF contributions, which could limit the retirement benefits for employees earning less than ₹15,000 in PF wges. By allowing these earnings to be included, we ensure that employees' retirement savings are more comprehensive and reflective of their total income.

Include Conveyance Allowance in New Tax Regime
Conveyance allowances, which are typically provided to employees to cover travel expenses from home to the workplace, can now be included in the new tax regime calculations. This update ensures accurate tax deductions and helps employees benefit from tax exemptions on their travel allowances. 



That's all for now! We're always eager to hear your feedback and suggestions. If you have any feature requests, please share them in the comments below. For assistance, contact us at support@zohopayroll.com

Stay tuned for more updates from Zoho Payroll!

With a shared purpose,
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

    • Zoho CAMPAIGNS working hours

      Hi I use Campaigns Automation workflows to automate follow-ups to my Leads. I discovered this weekend that emails are being sent out on Sundays. How do I limit my Campaigns outgoing emails to business working hours? This is very important! Thanks, D
    • Depositing funds to account

      Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
    • Create Receipt of a Donation (not a sale)

      We are a non-profit organization that receives general donations. How do I create a receipt of payment for the donor and categorize the payment as a Gift? I tried the method of creating an invoice; however that automatically created a "Sales" transaction
    • Function #2: Create a Deal in Zoho CRM when an Estimate is created in Zoho Books

      For those who use Zoho CRM integrated with Zoho Books, here's a nifty function that helps you optimize your sales process by adding a Deal in Zoho CRM whenever an estimate is created in Zoho Books. Custom Function: To create the custom function, go to
    • New Custom View -Sorting the Custom fields

      While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to
    • Grouping Undeposited Funds to Move to other accounts

      In the bank option it would be nice to check what transactions in undeposited funds I want to move to other accounts. Then while checking this it can accumulate totals and created whats essentially a deposit slip. Once the transaction is moved it should
    • Finding rhythm through poetry

      Poetry has long been a powerful form of expression, discovery, and reflection. For many, it is a way to pen down their thoughts and experiences. The "poetic license" allows writers to shape their words with rhythm and flow. This year, on World Poetry
    • Sync your CRM Tasks with Zoho Projects

      Zoho Projects integration with Zoho CRM helps you manage your tasks more efficiently. You can create all project related activities right inside your CRM using this integration. Create new portal or associate an existing portal, add projects to the portal,
    • Zoho CRM strips whitespace in text fields

      When editing field text with multiple spaces: CRM - both UI and API trim / compress the whitespace to a single space when saving: Is this known / expected / documented behaviour?
    • WorkDrive API returning empty response even after placing file in Team Folder

      Hi everyone, I am trying to fetch a file from Zoho WorkDrive using a Deluge standalone function in Zoho People. The API call executes successfully using a configured connection, but the response is coming back empty. I have verified the following: The
    • Custom Button makes scroll bar go down in report

      I have a report with a Custom button called Completed. A colleague mentionned to me that when he pressed this custom button it scrolled down the page which is annoying since he want to stay at the same space on the repoort. There is no reload linked to
    • Quickbooks Integrations Stopped Working

      All of our Quickbooks integrations have stopped working. I am checking in to see if: a) this is a known issue b) if anyone else is having this issue. As usual, Zoho support is unavailable.
    • sync two zoho crm

      Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.
    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
    • Incorrect Functioning of Time Logs API (Version 3)

      We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the
    • Zoho CRM Queries Now Support Databases and Cloud Data Sources

      Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query
    • Salesforceに添付ファイルを格納したい

      お世話になっております。 Salesforceに添付ファイルを格納したく、カスタムオブジェクトに連携し、 「ファイルのアップロード」項目を設けました。 実際、エラーもなく送信出来たのですが、実際生成されたカスタムオブジェクトのレコードを見ると、どこにも添付ファイルがありません。仕様として、この添付ファイルはSalesforceのどこに格納されるのでしょうか? 今回作りたいフォームは、複数の書類を添付するため、Zohoformのファイルアップロード項目「本人確認書類」「源泉徴収票」などの項目を、Salesforce側にも設けた「本人確認書類」「源泉徴収票」という各項目にURLリンクとして紐づけたいと思っておりました。
    • Dynamic image in form works in the app but not on the customer portal.

      img = frm_Fichas[ID == input.Nombre].Foto; imgno = Nophoto[ID2 = 1].Image; if(len(img) > 1) { img = img.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Fichas_de_personal_public"); img = img.replaceAll("fieldName","Foto");
    • Is it possible to retrieve function (Deluge) code from Zoho CRM externally?

      Hi Everyone, Is it possible to fetch or retrieve the Deluge function code from Zoho CRM using an external method (API or any other approach)? I would like to know if there is any way to access or extract the function script outside of Zoho CRM, or if
    • Uplifted homepage experience

      Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:
    • Darshan Hiranandani : How many participants can join a Zoho Meeting at once?

      Hi everyone, I'm Darshan Hiranandani, trying to find out the maximum number of participants that can join a Zoho Meeting at once. Has anyone here used Zoho Meeting for larger groups and can share their experience or knowledge about the participant limit?
    • Where is the scheduled report in New UI?

      Hi Team, Seems there is not such a field in New UI, hence I have to switch to old UI to handle request..
    • Approval Workflow for Purchase Orders Abrir

      The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can
    • WeTravel + Zoho CRM Integration - Has Anyone Built a Connector or Extension?

      Hi all, I'm exploring options for integrating Zoho CRM with WeTravel (booking & payment platform for tour operators). Zapier seems to be the common method but seems limited. I'm wondering if anyone in the community has developed a more comprehensive solution,
    • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

      Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Undo article like/dislike

      It seems to be not possible to undo your like/dislike for an article. Would be great if you can. Kind regards, Helen
    • Nested notebooks

      Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
    • Tax in Quote

      Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from
    • Issue with "Send Email" from Quotes not loading Email Template data

      Hi everyone, I'm currently experiencing an issue when using the "Send Email" option from a Quote record in Zoho CRM. What’s happening: When I go to the Quotes module and select a record, then click Send Email, the attached file (Quote) correctly pulls
    • Dynamically Fetching Lookup Field Display Value

      I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the
    • Stop Scrolling, Start Asking: Meet Zia for Your Files

      Hey everyone 👋 The era of 'scrolling and searching' is officially over. Whether it's a dense legal contract or a long meeting recording, searching for specific details is a massive time-sink. We think you should be able to interact with your files, not
    • Introducing a smarter, faster, and more flexible charting experience

      Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to
    • How to create a new Batch and update Stock via Inventory?

      Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the
    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
    • How do I open MSG files in Microsoft Word?

      If you want to open MSG files in Microsoft Word is not natively supported, as MSG is an email file format created by Microsoft Outlook. However, there are professional approaches to access MSG content in Word. First, open the MSG file in Outlook and copy
    • Unable to charge GST on shipping/packing & Forwarding charges in INDIA

      Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.
    • How to add packing & forwarding charge in purchase order & quotation???

      Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2
    • How to create a boxplot chart in Zoho Analytics?

      Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?
    • New UI for Writer - Disappointed

      I've been enjoying Zoho Writer as a new user for about 6 months, and I really like it. One of my favorite things about it is the menu bar, which you can hide or leave out while still seeing most of your page because it is off to the left. I think this
    • Next Page