Zoho Payroll's Year in Review 2024

Zoho Payroll's Year in Review 2024

As we roll into 2025, we'd like to pay tribute to all the milestones we hit in 2024! From releasing out new features that streamlined your workflows to updates that made payroll management smoother, we’ve had a prolific year—all while keeping you, our valued users, at the heart of our work.

Zoho Payroll's Year in Review 2024

Here’s a quick rundown of some of the important updates:

Major Updates

In 2024, we expanded Zoho Payroll’s capabilities across the US, making significant progress in payroll management and compliance. Here's what’s new:

  • Single-state support for all 50 US states
  • Automated tax payments and filings
  • Digital collection of Form W-4 from employees

Additional Features

  • Support for Cafeteria Benefit plans
Visit our Features page for a full list of updates.



New Modules

This year, two new modules joined the Zoho Payroll ecosystem:

  • Leave and Attendance (India 🇮🇳): Simplify leave and attendance tracking with centralized management tools that ensure compliance with labor laws and streamline employee records.  Read Help Document



Documents Hub

  • Documents (US 🇺🇸) (Early Access): A dedicated hub to organize and manage employee and company documents efficiently.


New Features

This year, we introduced several exciting features to enhance payroll efficiency:

For India 🇮🇳
  • Custom Fields for Loan Module: Enhance the Loans module by adding additional details with custom fields. If the default options in Zoho Payroll don’t meet your requirements, you can easily create custom fields. To set this up, navigate to Settings > Preferences > Loans, and choose Custom Field.


For UAE 🇦🇪

  • Resettlement Payroll (Early Access): In some cases, employees may be exited from their positions without receiving their due compensation. With the Resettlement Payroll feature in Zoho Payroll, you can efficiently process payroll for exited employees who were not accurately compensated at the time of exit. Read Help Document
  • Rehire Employees: Simplified the process of rehiring employees who exited within the past year.


  • Expiring Documents Reminder: Automatic notifications to stay ahead of document renewal deadlines.
For India 🇮🇳 and UAE 🇦🇪
  • Flexible Earnings Calculation: Customize calculations based on CTC, gross salary, or custom formulas.


  • Skip Payroll: If there are no eligible employees in a payroll cycle, you can now choose to skip that payroll.

For US 🇺🇸

  • Off-Cycle Payroll (Early Access): Issue payments outside regular pay schedules for corrections or non-regular earnings. Specifying a pay period is mandatory and must align with your organization's pay frequency (weekly, biweekly, monthly, semi-monthly, or quarterly). Read Help Document.
  • Bonus Payroll (Early Access): Process bonus payments without specifying a pay period. Read Help Document
  • Quarterly Pay Schedule: Effortlessly process payroll once every three months.


New Integrations with Zoho Payroll

Zoho Payroll integrated with more tools this year to help you manage payroll seamlessly:

Zoho Analytics Integration (India 🇮🇳): By integrating Zoho Analytics with Zoho Payroll, you can harness advanced analytical tools to visualize and interpret your payroll data. This powerful integration enables you to make more informed decisions and plan strategically. Read Help Document

Zoho Expense Integration (US 🇺🇸): This integration allows you to:
  • Process business expense reimbursements for employees
  • Include salary payments in the reimbursement process



New Reports Added This Year

We introduced several new reports to streamline payroll management:

  • Gratuity Liability Report by Day (UAE 🇦🇪): Generate detailed gratuity liability reports for any date you choose. This feature provides essential insights, including the latest basic pay, years in service, and gratuity amounts for exited employees.  Read Help Document
  • Annual CTC Projection (India 🇮🇳): Better visibility into annual compensation for budgeting.


Updates in the Employee Portal

Here are the latest updates:

  • Group reimbursements by filter (India 🇮🇳): With the new Group By filter on the Reimbursement Claims page, employees can now organize claims by Reimbursement Type or Bill Date. This enhancement helps employees quickly locate and manage specific claims.
  • Pre-tax deductions and benefits: Employees can now view these in their salary structure. (India 🇮🇳 and UAE 🇦🇪)
  • Form W-2 via email: Employees can now opt in to receive this form by the end of every tax year. (US 🇺🇸)

Enhancements to Mobile Apps

Payroll on the go got better for employees. Here are the enhancements made to the Zoho Payroll mobile apps:
  • Subordinates List (India 🇮🇳): Reporting Managers can now view a list of their direct and indirect subordinates.
  • Subordinates Details (India 🇮🇳): Reporting Managers can access detailed information about their subordinates, including Profile Information, Salary Structure, Loan Information, and Attendance details.
  • Loan Approvals (India 🇮🇳): You can now set up an approval process for the Loans module. Once the approval flow is configured, employees must submit each loan to the assigned approver as a request.


 

Our First User Group Meetup

2024 marked our first Zoho User Group (ZUG) Meetups for Zoho Payroll across multiple cities in India! We connected with our community to:

  • Share insights
  • Demonstrate features
  • Learn from our users

Missed it? Don’t worry—we’ll host more in 2025. Stay tuned to our community page for updates.




Explore Updates and Features

To explore a full list of updates and features designed for you, visit our What’s New page for:




As we wrap up 2024, we’re filled with gratitude for your continued trust and support. We look forward to continuing to simplify payroll management for you in the year ahead.

Thank you for being part of the Zoho Payroll journey!


With a shared purpose,
The Zoho Payroll Team

 




    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  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

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Zoho Projects MCP Feedback

                                                                                                              I've started using the MCP connector with Zoho Projects, and the features that exist really do work quite well - I feel this is going to be a major update to the Zoho Ecosystem. In projects a major missing feature is the ability to manage, (especially
                                                                                                            • Function #10: Update item prices automatically based on the last transaction created

                                                                                                              In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
                                                                                                            • Inventory to Xero Invocie Sync Issues

                                                                                                              Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not
                                                                                                            • email template

                                                                                                              How do I create and save an email template
                                                                                                            • Enhancements in Portal User Group creation flow

                                                                                                              Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From
                                                                                                            • Archiving Contacts

                                                                                                              How do I archive a list of contacts, or individual contacts?
                                                                                                            • How do I filter contacts by account parameters?

                                                                                                              Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                                                                                            • Can I add Conditional merge tags on my Templates?

                                                                                                              Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
                                                                                                            • Zoho CRM button to download images from image upload field

                                                                                                              Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
                                                                                                            • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

                                                                                                              Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
                                                                                                            • blank page after login

                                                                                                              blank page after logging into my email account Thanks you
                                                                                                            • Introducing the revamped What's New page

                                                                                                              Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main
                                                                                                            • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

                                                                                                              This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
                                                                                                            • Free webinar: Security that works: Building resilience for the AI-powered workforce

                                                                                                              Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
                                                                                                            • "Subject" or "Narration"in Customer Statement

                                                                                                              Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only
                                                                                                            • Zoho Books Sandbox environment

                                                                                                              Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a
                                                                                                            • Apply Vendor Credit Automatically

                                                                                                              Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the
                                                                                                            • Cliq 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 ? Regards
                                                                                                            • Retainer Invoice.

                                                                                                              Why ZOHO not have facilities to deduct partially advance payment from an invoice.
                                                                                                            • Apply Vendor Credits Automatically

                                                                                                              We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?
                                                                                                            • Cant Save Gauge on Creator Page

                                                                                                              How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0
                                                                                                            • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

                                                                                                              Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,
                                                                                                            • Apply Advance option not shown in report

                                                                                                              We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
                                                                                                            • Introducing Assemblies and Kits in Zoho Inventory

                                                                                                              Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
                                                                                                            • Auto Capitalize First Letter of Words

                                                                                                              Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
                                                                                                            • Follow-up emails via Workflow Automation not staying in the same thread

                                                                                                              Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
                                                                                                            • Client Script refuses to set an initial value in Subform field

                                                                                                              I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
                                                                                                            • Formatting of Balance Sheet and Profit & Loss Reports

                                                                                                              The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or
                                                                                                            • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

                                                                                                              Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??
                                                                                                            • Help Center IFrame Issue

                                                                                                              I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
                                                                                                            • Staff rules

                                                                                                              Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.
                                                                                                            • Comment Templates

                                                                                                              Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
                                                                                                            • [ZohoDesk] Improve Status View with a new editeble kanban view

                                                                                                              A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                                                                                            • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                                                                                              Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                                                                                            • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                              A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                                                                                            • Shared values: From classroom lessons to teaching moments in customer service

                                                                                                              While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
                                                                                                            • Export to excel stored amounts as text instead of numbers or accounting

                                                                                                              Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
                                                                                                            • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                                                                                              How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                                                                                            • Zoho Desk blank page

                                                                                                              1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                            • I hate the new user UI with the bar on the left

                                                                                                              How can I reverse this?
                                                                                                            • Next Page