Zoho People will now support the following options of Announcements, Holidays and Leave Types :-
- Location based Holidays
- Location based Announcements
- Location based Leave Types
- Role based Leave Types
For the features involving the location configuration, please add the required locations using the newly added Location form.
Steps to add the locations :-
- Navigate to Location form. (Eg Organization → Location)
- Click on 'Add record' option.
- Specify the Location Name, Mail Alias, Country and Description.
- Click on 'Save'
Configure as many locations that is required for your Organization.
Once the locations are configured, you can assign the same to your employee records by following the below steps :-
Steps to assign locations to the employees :-
- Navigate to Employee form. (Eg. Organization → Employee)
- Edit the employee record one by one.
- Assign the location to the employee with the help of 'Location' field.
- Save the record.
Alternatively, you can also import the employee records for updating the location value.
Configuring Location Based Holidays :-
- Login as Administrator.
- Navigate to the Holiday form.
- Edit the previously added holidays / add new set of holidays.
- Choose the Location for the holiday configured.
- Save the record.
Now the leave records applied on a holiday will be validated against the location of the employee.
Posting Location Based Announcements :-
- Login as Administrator.
- Navigate to Announcements configuration page.
- Configure the announcement template.
- Choose the location for which the announcement must be posted.
- Save the announcement.
The announcement configured will be posted in the dashboard of the users belonging to the selected location.
Configuring Leave Types based on location and roles :-
- Login as Administrator.
- Navigate to the Leave Type form.
- Edit/ Add a new leave type.
- Specify the Location and Role for which the leave type must be applicable.
Now the configured leave type will be listed based on the location and role set.
Please try these enhanced options of Announcements and Holidays and do get back to us at support@zohopeople.com for any questions/ clarifications regarding this.
Regards,
Hemalatha Chandrasekaran | Zoho People