The 'Quick Learning Series' - Post 14 - Tip - How to import multiple locations
Importing multiple locations for your organization is easy now. Follow these simple steps. Go to Settings > Organization > Locations Click on 'Import' Upload your file and click 'Next' You have added all the locations in a flash!The 'Quick Learning Series' - Post 13 - Tip - How to manage confidential files
Document management is all about ensuring that the right people have access to the right files. With Zoho People, you can add and import personal files and ensure that these files are not even accessible to the Users but only to their reporting manager and HR administrator. Watch this video to know how.Time Tracker - Project/Job Filter
Is there a way to set up default filters under the project and job tabs? It automatically defaults to all jobs/projects in progress, but I'd like it to default to "all"Leave Approval / Reject Rules
I'm trying to set multiple approvals for rejection/approval PTO requests base on date requested. I have tried multiple ways and can't seem to make it work. Maybe someone can tell me how they would set it up? Here is what I need, ------------------- If PTO falls in this date ranges 05/01/2018-05/31/2018 Auto Deny End If PTO falls in this date ranges 11/01/2018-11/30/2018 Auto Deny it End Else Send to Role-based approver. End ----------------------------- Any suggestions?Adding New Users
Hi, I am paying for a Zoho One subscription for 3x employees. When I log in to People and try to add a second/third employee I get a message saying I need to upgrade my account. So I currently can only register myself on the account.Translate in French
Hello Can you foresee to correct the translation of the word "Shift" in Zoho People ? This word appears in the French version of the software and does not mean anything in French. If you could make the change quickly, please. (See attached file)What's New - March 2018
Bulk Regularization: Adding multiple requests for attendance regularization is much simpler now. You can raise requests for a week or a month or even for a customized date range in a single shot. Learn more. Location-based Administrators: Allocate administrators for the various locations of your organization and empower them to have access to data across all modules and forms. Learn more.The 'Quick Learning Series' - Post 12 - Announcement: Location-based administrators for organizations
Are you drowning in a lot of HR operations in numerous locations? Now, you can set administrators for the various locations of your organization and enable them to access data across all modules and forms. Take a look at this video to know how to do this.Zoho Tasks with Checklists need ordering functionality
It would be nice to be able to alphabetize tasks that are associated with a checklist. Many of our checklists have several tasks and it is sometimes hard to locate it within list. We have checklists with over a 100 tasks associated. See screen shot: https://www.awesomescreenshot.com/image/3263411/92a5d633e7b4b05f2bf2cc4207d88cd8Update row in Form 1 after a "submit" in Form 2
I have two forms: form1 is accessed by user1 and gets a certain number of rows written in it. Nothing uncommon there. Then, user2 acceses form2 in which he will add some rows: form2 which has a combo box lookup field to form 1 and displays some of its data. User2 needs to validate this data, add some more things and submit. After he submits, a row is created in form2, but I also need that this submit event update some columns in the associated row in form1Attendance module Overtime calculation and payable hours
Hi, We are trying to utilize the attendance module. Our team is working on a shift and shift hours are not always the same, some shifts are 8 hours while other shifts are 9 or 10 hours. We created the shifts and mapped the users to shits. Under the setting page we set minimum hours required for day filet to latient mode 8 hours. The problem is; the payable(expected) hours in the reports is default to 8 hours, it doesnt change according to the scheduled shift hours. As a result overtime calculationsAttendance - Shift API
Hi, Do you have any plans to introduce a new api to get/post shift schedules? At the moment you do not expose shift schedules over API and this is making it really hard to integrate third party scheduling/attendance systems. Regards, DenisCustom Attendance Schedule
Hi, I want to configure attendance schedule as below MON-FRI : 9:00 AM to 5:30 PM 1,3,5 SAT : 9:30 AM to 1:30 PM 2,4 SAT: Holiday SUN: Holiday Please guide.Leave by Hire Date
Is there a way to set up the leave accrual time based on hire date. This is how we track it. Basically can we set up different time periods for different employees. Thanks!How to cancel an approved leave request.
Hi, How do we cancel an approved leave request.Adding Public Holidays to the Calendar
Hi, How do you add a public holiday to the calendar, we are closed on public holidays but if someone has requested holidays over that time how do we avoid the day being deducted as this is already a paid holiday?Attendance bulkImport API not working for next day checkout
Facing one issue when try to upload attendance using bulk import api. use case is employee checkout date is next day. API URL => https://people.zoho.com/people/api/attendance/bulkImport Request Data => Array ( [authtoken] => <AUTH Token> [data] => [{"empId":"49","checkIn":"2017-11-30 11:29:46"},{"empId":"49","checkOut":"2017-12-01 05:36:14"}] [dateFormat] => yyyy-MM-dd HH:mm:ss ) Records are not inserted correctly hence showing employee is absent however employee worked around 18 hours. see screen-shotsoAuth login with zoho people
Hi, We would like to make use of Zoho People and allow my user to login via zoho credentials in my custom web application. Do I have any way to achieve this?Average Yearly Salary
Hi, we have a salary form, and in our country you get an extra salary in december (the average of your salary across the year) Is there any way to make a formula, analytic or any way I could calculate the average salary across time? Example: last year my salary on the first 3 months was 100, but the other 9 months i was raised to 150 my yearly salary would be ((100*3)+(150*9)/12Salary Report in Zoho People
Hello! I need your help. Do you have some ideas how to cope with next task: To see (or maybe create it in the People Analytics) report with such columns as - Users, - Payment (here I need total amount of payments, based on submitted hours in time tracker) and something like - Total Salary ( rate per month ( it may be the field "employee Salary" in "Performance" ) + total amount of payment for all billable and submitted hours mentioned in time tracker). Waiting for any ideas! ThanksHas anyone managed to do any meaningful reporting based on skill sets?
Hi, I'm new to Zoho People. I've tagged a number of skills to my user with associated rating on 0-4 scale. I've enabled the Analytics module, in the hope of being able to produce some reports which include these skills. I can see the Skill Set Matrix under Performance > Teammates does a nice job of this, but there's no configuration possible beyond filtering. When I go to create reports in the Analytics module, the skill set is not available as dimensions/facts to be reported on. If anyone has triedThe 'Quick Learning Series' - Post 11 - Example scenario
Assume you have a bunch of employees joining your organization. One of the important tasks of Onboarding is to procure ID cards. To do this, you need to upload their photos. Imagine doing this for each employee record. Strenuous right? Learn how you can upload these pics in bulk. Watch this video!Compensatory day off - field wording
Hi, In many countries if a public holiday falls on a rest day during weekdays, the employee is granted a compensatory day off. The compensatory leave form has "Worked Date" and "Worked Time" fields. the wording of these fields is creating a confusion because of the term "Worked". In our case employee is actually off on the public holiday. It would be great if you could change the wording, I am sure it will help many other clients of yours. Another point regarding this case, the system can automateHave a query on deluge
I'm trying to get the values in the form using the getRecordbyId method.. however when I try to retrieve the values I just see the response object in the map Not sure what s wrongwhat if i pay my people on per job ?
hi, i can see that Zoho people is good for having worker's HR needs. but what if i pay my workers lumpsum payment. like if they make 1 item, i will pay x amount. so, i don't need attendance system for my workers. rather i have to keep record of how much items they have made in a week or so. can anyone help me for this type of needs? can Zpeople do it?The 'Quick Learning Series' Post 10 - Good news for Zoho People users in the UAE!
Starting this week, we will be running our webinars in Gulf Standard Time too! We will also be broadcasting overview webinars every week along with a webinar on specific modules/features. Lose no time! Register here for the next webinar.Employee Dependents
I notice that it's not currently possible to change the list of "types of dependent" in the employee record. Since the list is rather short, and doesn't even include the ubiquitous "Partner" we would like to see this changed.The 'Quick Learning Series' Post 9 - Zoho People's integration with Zapier
The job of an HR administrator is nothing short of a juggler. On a day to day basis, you have the need to toggle between various apps. This is no more a scuffle! Zoho People's integration with Zapier makes it easy for you to connect with over 1000 + applications - Asana, Twilio, Google Drive to name a few. Learn how to you can do this integration and check out our recent blog too! Help manual - https://www.zoho.com/people/help/administrator/integration-zapier.html Blog - https://www.zoho.com/people/blog/connect-zoho-people-and-your-everyday-favorite-apps-through-zapier.htmlAssigning new employees to a Job/Project automatically
With the latest feature in Time Tracker, you can have new employees assigned automatically to Jobs and Projects by having these mapped to Departments. Further, you can also enable employees from different departments to work on the same Job or Project. Learn more.calendars?
can i subscribe to a calendar that shows holiday days off and employee sick/vacation days?Common jobs for all projects
I have fix jobs for each project. Employee will select project and job while doing timelog. is that possible? Currently, I need to create job for each project which is creating duplicate jobs. I want to ignore that. Thanks JineshThe 'Quick Learning Series' - Post 8 - Employee Appreciation Day!
Employees are the pillars of any organization and today is a special day to show them how much you value their work. Zoho People celebrates Employee Appreciation Day! Say a word or two of appreciation to your employees and make them happy!The 'Quick Learning Series' - Post 7: Webinar on 'How to initiate an appraisal process'
Completing performance appraisal for employees is like walking on eggshells! The sooner you define the appraisal process, the better it is for your organization. Learn how you can do this efficiently using Zoho People. Be a part of our upcoming webinar! Date: 1 March 2018 Registration links: https://www.zoho.com/people/free-webinar.htmlThe 'Quick Learning Series' - Post 6: Good news for companies looking for DCAA compliant Time logging!
Ensure that you follow DCAA compliance with daily time logging, audit history for timesheets, reminders, approvals etc. Use Zoho People's Time Tracker module without worrying about breaking any standards. Never take a chance! Learn more to understand how Zoho People Time Tracker helps you become DCAA compliant !Role permissions - deleting records in forms
I have a role with deletion privileges on certain forms, yet I cannot delete massively ALL THE TIME. That is, sometimes I get the option, and sometimes I don't. At this very second, I can only delete one by one. And no, the site administrator hasn't been modifying my access privileges randomly, if that is a considered answer.The 'Quick Learning Series' - Post 5: Tip - Let them give feedback without any mental block.
Often, employees do not want to give feedback for fear of being judged or due to fear of spoiling their relationship with employees. Using Zoho People, you can ensure that your employees give the right feedback at the right time, all while maintaining the feedback giver's identity anonymous. Watch this video to know how.How do I delete notes in Zoho People?
Hi is there a functionality that allows me to delete notes under the Time Tracker section?Leave Applications and Notifications
I am having problems with automating the email notifications to the concerned people when an employee's leave has been approved. Kindly advise!How to display the json response to iframe instead of download the file?
Hi! I can add the record via API, however, I don't want to download the result in json file. So, is it possible to display the json response directly on HTML iframe instead of download the json file?The 'Quick Learning Series' - Post 4: Tip - Be accurate! Set the exact leave entitlement for newbies.
Consider a scenario where you would like to set up entitlement for new employees with the following specifications: Type: Sick Leave Count: 12 days per year Condition: Employees who join after the 15th of a month should be eligible for half a day leave for that month Not sure how to achieve this? Depending on the joining date, you can be as accurate as defining the leave count right from the month of joining. Take a look at this video. Next Page
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Creating Recurring Tasks in Zoho People
Team, We have recurring tasks weekly/monthly, whats the best approach to make these recurring tasks ? Please share best approach. Also in new Zoho people where can we find Scheduler option ?Problems and errors importing employees (People v5)
We are setting up Zoho People for the first time and want to get employee data into the system as fast as possible. We have tried three different ways but they don't work. Using the Zoho One Using the Google Workspace integration Importing a csv fileAssigned to at task section
assigned to at task section i keep trying to assign a task but by default its assigned to me and i cant amend . could you please help on the same , and im supper admin can you please guide or solve this issueZoho People - Calendar View - All Staff
Hi, I just want to see a calendar with all staff leave, was able to do this in the previous version?Zoho Learning Management System - Certificate Upload by Employees
We are planning to enroll employees in courses which are hosted by coursera or similar sites. I want to share the links of those courses and also want employees to upload their completion certificate once they are done. Is this function possible in
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Team Zoho People in your city!
We are back with our next series of community events to meet you at your city! We are delighted to invite you to join us for a day of insightful sessions, interactions with other Zoho People users, and one-on-one sessions with our product experts. ThisMeet the Zoho People experts in your city!
Dear users, We are delighted to invite you to the Zoho People's user community meetup. We are stoked to visit our users in their cities and help them with all things Zoho People. Join us for a day of insightful Zoho sessions, interactions with otherCome, join our HR Community!
Hello everyone, We are delighted to invite you to join the HR Community, an exclusive forum for HR professionals around the world to collaborate, learn and grow together. In the HR community, you will be part of a tight-knit HR group, wherein you can,Ask the experts: A 5-hour live Q and A session on Zoho People
We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge. Where to ask? Simply use the comments' space of this post to type in your questions.You can startAsk the experts: A 5-hour live Q and A session on Zoho People
The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge. Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions
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