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
Admins cannot see each others' Scheduled Reports?!
Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled. After asking about this on the help chat, I was told the issue is trust and security. By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.Automatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourWriter update results in BitDefender blocking it as malware
After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.Is there a way to invoke deluge function from within a widget?
Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?Missing Import Options
Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralizeZoho CRM Portal Field Level Permission Issue
Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access forWhy am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?
I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? ThanksZoho Tables is now live in Australia & New Zealand!
Hey everyone! We’ve got some great news to share — Zoho Tables is now officially available in the Australian Data Center serving users across Australia and New Zealand regions! Yes, it took us a bit longer to get here, but this version of Zoho TablesCustom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities ifIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,All new Address Field in Zoho CRM: maintain structured and accurate address inputs
The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest updateCreate PO from an invoice
We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be greatImport Function: ONLY update empty fields
When setting up an import from a spreadsheet to CRM, there is a checkbox "Don't update empty values for existing contacts" (see screenshot below). While I see some limited benefit from this functionality, I think there should also be an "ONLY update emptyCollaboration with customers made easy with Zoom Meeting and Zoho Desk integration
Hello everyone! We are happy to announce that you can now integrate your Zoho Desk account with Zoom Meeting. The integration bridges the gap between digital communication and human connection, empowering teams to deliver timely support when it mattersCRM Canvas - Upload Attachments
I am in the process of changing my screens to Canvas. On one screen, I have tabs with related lists, one of which is attachments. There doesn't appear to be a way to upload documents though. Am I missing something really obvious? Does anyone haveTrueSync regularly filling up my local disk
Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no realKaizen #194 : Trigger Client Script via Custom buttons
Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a[Webinar] A recap of Zoho Writer in 2025
Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferredPicklist field shows "none" as default
Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I waStage-probability mapping feature in custom module
Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?Create static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next coupleField Description is very small
Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:StatusIQ
Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, TorstenIn Zoho People, the Operations buttons are frequently not visible or do not appear consistently.
In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.Marketing Tip #14: Increase cart value with product bundles
Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win forProblem with Workdrive folders
I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder inSortie de Zoho TABLE ??
Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career SiteAuto tracking URL generation based on Carrier
Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,Helper Functions and DRY principle
Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have toPre-orders at Zoho Commerce
We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery willCustomer ticket creation via Microsoft Teams
Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app withinZoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clearCan multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currentlyZoho removed ability to see all Scheduled Reports!
If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!! This should be a setting for admins to control. This is a bad update.This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >> This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me thanksEdit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!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 newFeature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information
Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users toCompensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.Next Page