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
Access your files securely from anywhere
New to Zoho Recruit?
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?
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 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
How to notify all members on any updates to zoho crm?
Hi, I am using the free version of zoho CRM and currently seeing this will work for our company. We are a small company and wanted to be more informed about all the changes in zoho. 1. How do I s et notifications that go to the team for any and all changesHow to change the format for phone numbers?
Mobile phone numbers are currently formatted (###) ###-####. How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?Unattended Access on Android without Play Store
I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollmentCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsHow can I bold text on Zoho Forms submit buttons?
In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.Open Sans Font in Zoho Books is not Open Sans.
Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The realIs it possible to embed Zoho Bookmarks in the Cliq sidebar?
Is there any way that each Zoho user can access their bookmarks (that live in https://bookmarks.zoho.eu/ which is technically a part of Zoho Mail) directly within Cliq? As a widget, or an item in the sidebar? My team does not use Mail, it uses Cliq allShow Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Navigate with Ease: Announcing Improvements to Your Zoho CRM for Everyone's Setup Experience
Hello Everyone, We’re thrilled to announce new enhancements to the Setup Menu in our Zoho CRM for Everyone system, designed to simplify your workday and streamline your overall experience. What's New? Addition of a Setup Homepage Faster Search in SetupZoho Projects Webhook fails with HTTP Error 0
Hello Zoho Community, I am pulling my hair out over this one. I have setup a very basic http(s) server that always responds "ok" and code 200 to incoming GET requests. It will accept any parameters, and any path. Really, all it does is say "ok," and logAPI 500 Error
Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":ZOHO Campaignで表のカラムの幅を調整したい。
表を作成した際、個々のカラムの幅を調整したいのですが、方法が分かりません。 どなたかご存じの方ご教示ください。Currency abbreviations
Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?Unable to use Sign "You have entereed some invalid characters"
Unable to use Sign "You have entered some invalid characters" I do not see any invalid characters. The text in "Leave a Note" is plain text which I entered directly into the field. See attached screenshotAuto-upload Creator Files to WorkDrive
Hi everyone, I’m working on a workflow that uploads files from Zoho Creator to specific subfolders in Zoho WorkDrive, as illustrated in the attached diagram. My Creator application form has two multi-file upload fields, and I want—on successful form submission—toTables for Europe Datacenter customers?
It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?Creator Change History: Ways to improve
Hi Everyone, Recently been working in developing this change history(an idea from Zoho Forms) - unlike forms that you can this with a click but using Creator, we can use "old" keyword. The concept I come up with is to put the result in a table however,Cannot connect to 365 business calendar and Teams, says personal but it is not.
hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks itsExciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerfulKaizen #129 : Client Script Support for Blueprints
Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprintSearch Bar Improvement for Zoho Commerce
Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, youMaking digital signatures accessible to all: Introducing accessibility controls in Zoho Sign
Hi there! At Zoho Sign, we are committed to building an inclusive digital experience for all our users. As part of our ongoing efforts to align with Web Content Accessibility Guidelines (WCAG), we’re updating the application with support that will goAccount Owner Field From Accounts Module to be Displayed in Contacts module
I have a field in the Accounts Module in the CRM called "Account Owner" i want that field to be also mapped into the Contacts Module custom single line field called "Account Manager".Update a field in the ZOHO Form, basis numeric value in another field in the same form
I am trying to create a questionnaire in ZOHO, where clients need to answer 10 questions, and basis response, values are assigned. I have created a total score field where the sum of the values is stored. But i am unable to create a rule whereby anotherDefault Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdHow to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, JonathanMeet up de Zoho en Bilbao
Buenos días comunidad! Estamos estudiando hacer un Meet up en Bilbao desde zoho y varios Partners. Para que la experiencia sea excelente, queremos saber cuantas pesonas se vendrían a Bilbao al evento. Y para que sea lo mas útil posible, que temas dentroOption to Customize Career Site URL Without “/jobs/Careers”
Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving toIn Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."}
In Zoho inventory Converting sales return to cerdit note from using Api from Creator Error details: {"code":-1,"message":"Invalid Sales Return ID."} this is button Function used in the Creator map Inventory.Create_Credit_note(int CRE_ID) { return_valueMarketing Tip #2: Recover lost sales with abandoned cart emails
Did you know most online shoppers don’t complete checkout? Automated cart recovery emails are an easy way to bring them back. A simple reminder can recover sales you’d otherwise lose. Try this today: Enable abandoned cart emails in Zoho Commerce and setBilling Management: #9 Usage Billing in IoTs
We live in a world where connectivity has become a lifestyle rather than a luxury. From smart thermostats that adjust your home's temperature to GPS trackers monitoring end-to-end fleets and sensors that optimize energy grids, the Internet of Things has{"code":1038,"message":"JSON is not well formed"}
Today this began failing: sales_order_data = zoho.books.createRecord("salesorders",books_organization_ID,order_data); with this error message. {"code":1038,"message":"JSON is not well formed"} This code has been running for two years. Here is the inputHow can I migrate Shared Mailbox from Zoho Mail to Team Inbox?
I am unable to migrate mails from my shared mailbox in Zoho Mail to Team Inbox. I am the super admin of my Zoho One plan and yet I am getting an error saying only admins can do this? I don't understand the issue.Remember all the ways we've posted?
The world celebrates World Postal Day in 2025 with the theme “#PostForPeople: Local Service. Global Reach". The story of the “post” is a story of human connection itself, evolving from simple handwritten notes carried over long distances to instant digitalIn arattai received message can't be deleted
The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a receivedAdd Support for Authenticator App MFA in Zoho Desk Help Center
Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,Can no longer upload my own Notebook cover
I've had Notebook for over a year and have been able to create my own notebook covers, but when I tried to upload my own cover for a new notebook today, the upload feature has suddenly been starred, requiring me to upgrade my account. When did thisExternal File Share - Allow delete
Hi Team, when I share an external link and give it edit rights the external user can add but not delete files and folders. what am i doing wrong?Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowNext Page