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
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 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
Meta and Facebook data report discrepancy
I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there wayLinks in Instagram
Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where imagesIf I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?
Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,Enter dates in tasks with just "tue" or "+10" or "5d" ???
Is there any way to enter due dates in tasks without typing the whole date or making time consuming clicks in the calendar? I don't see anything online in the help or third party videos.Multiple time zones in zoho projects
We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advanceZoho Desk : Field for 'Layout'
I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.Customize Zoho One Dashboard and URL?
Hi everyone, Is there a way to customize my Zoho One URL to be different from the default portal URL? The current portal URL is: one.zoho.com/zohoone/[organization] I want to map it to its own standalone domain that we own. eg) domain.com instead of one.zoho.com/zohoone/[organization]JOB Sheet can not send PDF as service rapports and more info needed other topic
Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werkTax Deduction at Source (TDS)
I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configureUNAPPROVED record management
When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEWZoho mail filter Add to WorkDrive doesnt't work
Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> EmailIntroducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk
Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through ourAdd blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appearDeleted message in SPAM
In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?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 filesMultiple Facebook Pages under Single Brand
Hi everyone, I'd like to know if there is a possibility of connecting multiple Facebook pages under a single brand on Zoho? At the moment, there are different Facebook pages of a single brand and would want to keep under the same brand on Zoho as weZoho Books Estimate to Zoho CRM quote?
I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate fromZoho Developer Hangout (ZDH) – Episode 17 | Optimizing Organizational Processes through Automation
Hey developers! Running a business can get quite overwhelming especially when juggling multiple tools like those in the Zoho ecosystem. Although integrating most of them is a piece of cake, manual intervention is needed at times. Being able to automateZoho One not working
I'm having several issues accessing Zoho One. Some pages don't load (for example, Zoho Directory) and the labels are all messed-up (oz.account.directory.display.shorname, oz.settings...., etc.)Apple Messages for Business in Omnichannel communications?
Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard
Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potentialSchedule meeting monthly on a particular day
Suppose I wanted to schedule HR meeting every month on the first Tuesday with each employee separately for 20 minutes each. How could I automate these type of meetings? And if Sunday occurs on the first Tuesday I would like to shift that meeting on nextIn ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components
Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the salesAdded Domain but SSL is not being set properly
We added a Domain for our landing page and it pushed an SSL cert to it. The Cert is generated by LetsEncrypt, but it doesn't match our subdomain (i.e., it's just pointing to zohosites.com). How do we get the cert properly setup there?Zoho CRM Widget not displaying 2 related lists (JS)
Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,KPI widget with percentage
I'm trying to create a KPM widget that displays current performance as a percentage - something like the picture below. I've tried following the instructions at https://www.zoho.com/analytics/help/dashboard/kpi-widgets.html#chart but nothing ends up beingCanvas List View Not Saving
Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error messageQR code image is not exported in PDFs
The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf fileQR codes in templates
I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.This mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?Zoho CRM search not working
The search bar is not showing any results in our CRM installation. We have a lot of items and can not search them by using the navigation each time. Can someone please check this asap.Reload page with widget
Hi all, I hope I can find some help here. I developed a small widget for Creator that is integrated into a page as a component. The page contains other content as well. When the widget is sent, the entire page should be reloaded to apply the changes toTip of the week #37 - Manage all your Telegram business conversations directly from your shared inboxes.
Tired of switching between multiple apps to manage your business conversations? With Zoho TeamInbox's multichannel inboxes, connect your Telegram channel to a shared inbox. This way, your teams can easily handle c View, reply, and collaborate on themTags on notes aren't syncing correctly on Android
I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also startingReports - custom layout - duplicate report
Do you also have this problem and what is the possible solution? I duplicate a report that has a "custom layout". Unfortunately the custom layout is not duplicated. To be improved for a future release by Zoho. I export the custom layout and import it...How to map a global picklist from one module to another
Hi there, i currently have a new field that is called sales office which we use for permission settings between our different offices located in different countries. It is a global set picklist with three different options: MY, SG and VN. I want to bePageless mode needed to modernise Writer
When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I noticeChanging the Logo Size on Zoho Sites
My company logo incorporates both an image and text, and I would like it to be much more prominent on the page than is currently allowed by the small logo box in the template. Is there any way to hide the page name and then make the logo box much bigger since my company name and logo are connected / are all in one file? Thank you.Is it possible to Select Item Serial Numbers from a Sales Order?
Our accepted estimates are converted to Sales orders for our warehouse staff to pick. How can my warehouse staff select the serial numbers for an item when editing a Sales Order? Logically when staff pull an item and have the serial in front of them they update the Sales Order and select the serial. I understand a serial can be added when creating an invoice but how can accounts team know the serial if the warehouse staff can't select it! A basic flaw!MORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.
Client Script $Page.record is null when accessing a record that has been "rejected" as part of an approval process. Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK... INext Page