What's New in Zoho Payroll [Indian Edition]: July 2020
Hi everyone,
As we look forward to the second half of 2020, we hope that things improve on all fronts. Meanwhile, we have been working to enhance your payroll processing experience in Zoho Payroll. Check out the new updates we have for you this month.
Option to delete loans
You can now delete the organisation loans that you've created in Zoho Payroll if:
- they are not open (active) in an employee's account,
- they are cancelled, or
- repayments have been made offline (in this case, record manual repayments and close the loan before deleting the loan)
To delete a loan:
- Go to the Loans module.
- Click Manage Loans.
- Click the Trash icon next to the loan you want to delete.
- Click Yes to confirm.
Bulk-download payslips and TDS sheets in a paid pay run
Once a pay run is processed, payslips and TDS sheets for all employees will be auto-generated. You can now download all the payslips and TDS worksheets present in a pay run in bulk.
To download the payslips and TDS sheets:
- Go to the Pay Runs module.
- Click the Payroll History tab.
- Click the payroll in which you want to download the payslip or TDS sheets.
- Click the More icon and select Download all Payslips or Download all TDS Worksheets.
- Choose where you want to save the file on your device and the file will be downloaded.
Display employees' departments in payslips
In addition to PAN, YTD, and work location, you can now include employees' departments in their payslips. To add this:
- Go to Settings, then Payslip Templates.
- Hover over a template and click the Pencil icon.
- Check the Department option.
- Click Save.
Sync custom field information from Zoho People
You can now sync custom fields created in Zoho Payroll with fields in Zoho People to populate information. You can configure this sync while you enable the Zoho People and Zoho Payroll integration, or when you create a custom field in Zoho Payroll. For example, let's say you want to sync 'Reporting to' information from Zoho People with Zoho Payroll. You can create a custom field in Zoho Payroll with the name 'Reporting to' and then map this field to the field present in Zoho People.
To map custom fields:
- Create a custom field in Zoho Payroll with the desired name.
- Go to Settings > Zoho Apps > Zoho People > View Details.
- Click Edit Field Mapping.
- Find the custom field under Other Information.
- Map the relevant field from Zoho People and click Save.
- Click Instant Sync.
Enhancements to the Reports module
New filter options have been added to the Reports module to help you with your organisation's payroll analysis. You can filter all the reports by department, designation and work location.
To apply filters on a report:
- Open a report.
- Click Customise Report in the top band.
- Select the desired filters and then click Run Report.
You can also export these reports in PDF, XLS, and XLSX formats, or export any report into a Zoho Sheet and analyse it online.
Export the Deduction Report
You can now export the Deduction Report with a deductions summary for a specified period (for example, Total EPF Contribution for the first quarter of the financial year). To export a specific deduction report:
- Go to Reports > Deduction Reports > Deductions Summary.
- Within this report, click the report that you want to view in detail.
- Click Export as and choose the desired file format to export the report.
We hope these enhancements make your work easier. If you've tried them, we'd love to hear your feedback in the comments section below.. You can contact us at support@zohopayroll.com for further assistance.
Stay safe!
Sincerely,
Supriya A
The Zoho Payroll Team
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
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 refinedIntroducing 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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Is possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter
Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, PabloReal Estate CRM
How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report
In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. OurIs there a Kanban view of Tasks across all Projects?
As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.Set recurring tasks in Zoho Support?
Hello, We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically? Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?
Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects areSchedule a regular backup
In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.Opening & working multiple tickets
We work in multiple tickets at the same time. Currently to do this, we have to open multiple instances of Desk. Is there a way to do this by just opening multiple ticket tabs within 1 instance of Desk?Limit who can submit a support ticket to your site?
Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users toIs there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,Allow us to disable the Reopen Ticket button after a ticket is closed
Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our businessHow to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?
Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassedAdmin Control for Default Email Templates in Zoho Desk
Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrallyLock out of account after password update
This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,Guidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts onMultibrand Help Center - Share knowledge base catgories between multiple departments
Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, weUnable to upload document error on zoho sign
i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');Cloud to cloud folder migration from Sharepoint to Workdrive
I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folderZoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave themHow to sort a data in summary report with Monthly ?
Hi Team, Can any one help me out how to sort a data based on monthly, Month was shuffled based on aliphatic order. i want to sort the below data monthy?Is this link the transparent pixel used to track opens?
Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link ClicksKiosk Studio wrap-up | How our community used kiosks in 2024
Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM communityZoho Crm - Inventory Integration
Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.Inventory Valuation Method Feature
Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumedWhere is the customization and extendibility of zoho inventory?
After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case weOrganization Variables - Restrict Access
Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templatesValues in multi pick list are not copied to copied deal
Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this fieldZoho takes too long to load...
I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?Modules are continuously loading
Hi! We are not able to open the task modules, it keeps continuously loadingExecution failure when fetching a Name field from another app
In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;Accessing Subform Data using getRecordByID
I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,Allow "add new" option to picklists and multiselection fields from add or edit pages
Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to myAllow customer to select meeting duration
I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.Can you internally tag/categorize posts for campaigns?
Would love to easily sort through posts by tags or categories (i.e. we have multiple memberships and share studies from each. It would be nice to pull reports in a second for "membership A studies" for a campaign etc.).Zoho and Hostaway webhok integration.
I want to receive data coming from hostaway webhook and receive it in zoho crm to create or update record in a module based on conditions. The hostaway webhook sends data every time a reservation is created or modified or cancelled. The hostaway sendsFunction 56: Automatically enable the option for customers to pay via bank account
Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment trackingConnect multiple Facebook ad accounts to Zoho Social
Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage severalCustom service report or Zoho forms integration
Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a differentCreation of Path and subpath
In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events andZoho vault uses only password to unlock not a TouchID
TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OSNext Page