Need help in set up
I created an user, assigned "Team Member" role with no managerial powers. I also disabled "Compliances" from "Forms and Tabs" > "Form Customisation". However when the user logs in, he sees a tab named "My Approval" under the "Approval" tab. Ideally, since he is just an user he should not be getting any approval requests, hence this tab should not be visible. What am I missing? Thanks ShanTime tracking and timesheets for school
Hi everyone, I want to know if it is possible to adapt Zoho People to our school. I see that i can create Jobs, Projects and Clients, but in my case i need to control teachers, classrooms and classes. I've try to make that Projects are classrooms and Jobs are classes or lessons, and i make teachers as users of Zoho people to assign them jobs (classes). I pretend to control how many hours each teacher spent in its classroom and lesson. For example: we have a Web design course which lasts 150 hoursCriteria section under workflow
When I build a workflow and specify criteria, how does AND/OR part work. For example (If fieldA = HR OR fieldA = Immigration) and Status = Open...how will this be done.? ThanksConfigure Checklist Tasks
A new checklist is automatically created when I create a new hire record. Is there a way to configure the available options under the status field? Today, my only option is to set the status to complete. I'd like to add my own options, like "rejected" for example.Custom Functions @ Performance Appraisal Form (Delivery & Support)
Having an issue in associating Custom Functions for Appraisal related forms.API LOGIN
Hi, My name is Grace, I am working on custom mobile app for my organization and I want to integrate it with Zoho People. I want all the employee to use the same login details they use on zoho people platform when they are logging on the web. Which Api method should I use to authenticate the users?Change Category in Attendance
hi, I would like to know where to change/set the categories for Attendance (ex. Holiday, Present, Leave) I would like to change the colors and also I need to set Saturday as weekend but I don't know where. Is this possible? Thanks, SykeCompensation
I am a new user of zoho people. How do I make compensation requests. i already filled a form and saved it but how will it get to the admin personnel? Thanks in anticipation of your quick replyZoho People Integration with Zoho Projects
Hi, Can anybody tell, how to integrate Zoho people with Zoho Projects.Mobile approvals in Zoho People
Zoho People 's mobile app is now enhanced with the mobile approval feature. What can you do with this feature? You can view requests awaiting your approval You can approve or reject requests Feel free to contact us at support@zohopeople.com with any questions.how to add picture for non users members? we have already entered lots of members in non users soo why while we open our list on the top of the page it's written 0 members
how to add picture for non users members? we have already entered lots of members in non users soo why while we open our list on the top of the page it's written 0 membersWhat the heck is "*Mail Alias:"?
Hi, What the heck is "*Mail Alias:" when I'm trying to setup stuff in People? Manage Departments Manage Designations both areas demand this *Mail Alias: field and I don't know really what it wants. Some sort of email address. I thought it would need this so people could message everyone in that group but if that is the case it should only be optional I would think. If I have to fill this in what do I put in? The "owner" of the group or just the bosses email?Performance Module
Hi, I was trying out the performance module and i see we can associate jobs in the goals section. Is there a way to associate the jobs from the time tracker module with the performance module? By doing this, we can have a realistic approach to evaluate the jobs completed during the appraisal period. Thanks SunandhaPaid Leave and Unpaid leave not totaled
I can establish leave for an employee, the system reports the day or the hours, on the Attendance module's User Report, but it doesn't total the leave. Is there any way to show a total for leave (paid and unpaid)?Probation Period
How can you configure the probation period of an employee in Zoho People?Setting up Zoho People when CRM already in use
I am trying to set up zoho people as our HR system and we already use CRM across the company. The problem I'm having is with adding users to zoho people as it says the user is already part of an organization, it will not let me add these users (which is most of my company). I am using the same admin log in for both so would have thought the organisation would be the same. Thank youADD MORE USERS
Dear Sir, Good day! We are planning to purchase the Standard version of Zoho people which costs $39/month which has 25 users for employee logins. I would like to ask, what if we want to add more users in the future after purchase? How are you going to charge us for this? How much will it cost for having additional users? Looking forward for your response.Auto generate Employee ID based on Employee Type
Hi, I want to generate Employee ID based on Employee Type. E.g. Employee Type >> Permanent, Secondary, On Contract My Employee ID should be auto generated as Exxxx for Permanent, Sxxxx for Secondary and Cxxxx for Contract employees. Please let me know how to achieve this. Thanks in advance. Regards, Shinney WalterClarification on Multilevel Approval
Hi, I am trying to add a leave request approval. I am not getting the option for adding multi level approvals, i.e either '+' symbol or 'Multilevel' drop down value, I tried setting criteria as well, but no change. Could you please help.Cancellation of Leave
Hi, I tried applying for a leave and approved it. The Reporting manager got option to Cancel the leave. When i click Cancel, how can i configure to send email to the employee about the Cancelled Leave, as now it is only for new request, approve, reject. Regards, ShinneyWebhook Error
Hi I create the webhook in zoho people for send the data to zoho creator but data couldn't send in zoho creator I got error message like {"message":"LESS_THAN_MIN_OCCURANCE","code":2945}" I couldn't find what mistake i made I attach the webhook code please check Thanks Satya NHMCross Form View
How do I create a view that incorporates field from other forms? For example, I want to add the gender of an employee to a custom form. I ask for this on the Employee form and don't want to ask it again on the custom form. I know i can use the look up field to show it on the custom form, but it does not show up on the view and I want to be able to export the data on the view, including the gender. Thanks!Roster Management System - zRecruit
Hi Guys, Is there any view of creating a Roster Management System, that will assist in the placement of short-term, ad-hoc shifts? If this is not in the process of development, could you kindly advise what Zoho platform could be used to create this? The back end functionality should also have the functionality for online timesheeting.Custom Form - Not shown for users except Admin
I logged in as Admin and added a custom form and gave permission to add/edit/view for all roles. On clicking the Add Record button, it shows "This operation is not allowed kindly contact your admin..". But the Admin is able to add a record.Unable to save Self-Appraisal
Hello, currently, none of our employees are able to save our Self-Appraisals. When we go and click Save after we have rated ourselves, the system acts like it is saving our response but it doesn't. Is there a fix for this?how to invoice timesheet from zohopeople ?
Hello I would like to invoice customers base on timesheet done from my staff. Which Zoho modules I should consider ? BrAdmin Change
Hi, I am currently the admin of our Zoho People Account but I am no longer part of our company. Can you please tell me how am I going to change the administrator of this account? I need to transfer this account to the new admin. I tried changing my registered email address but it says that the new email that I wrote already exists. How am I going to resolve this issue? Can you please help me as I really need to resolve this matter urgently. Also, if possible, can you please give me all the registeredHow to send a mail for few employes
Hi everyone I;m just using the wander zoho people program, i compelte all the information about my 20 employes, and now i want send a mail only to a 10 employes for ejemple. in anuncemt i can do it, but i dont have a esay way to put all the mail in the box. I cant copy and paste mail per mail , and go to visit all the employes zone. is there any way to select the employes that i want to sen an email and send it? Thnks EduardoTime in Lieu
I would like to be able to keep a record of time in lieu for my employees. How can I keep track of time in lieu in total, and how can an employee mark a day as using said time? For example, employee has worked >40hrs in a week. They want to mark anything over 40hrs as TOIL. Now the following month they would like to use some of that banked time to have a day off. Is this a possibility now? If so, how can I do this?Accessing a cell from tabular data in email template.
How to access a particular cell of a tabular data in email template .Example :- I want to access only latest university name in an email from user's academic qualification tabular data having university name as one of the columns.Self log time for non user
How to let non-users do their own log time?Zoho People Integrate with Zoho Projects
Hello, I was wondering if it is possible for Zoho People to integrate within Zoho Projects. Our company is transitioning our employees to begin clocking in and out of Zoho People, and I was wondering if the time that is clocked in Zoho People will integrate within Zoho Projects. Let me know! Thanks, CaitlinSome users can't apply for 2016 leave
Hi, We have been using Zoho People Leave Tracker since beginning of November 2015. Some of our users can successfully apply for leave in 2016. Some other users get the error message Sorry, your allowed leave count 10.0 Days has been exceeded. The 10 days is different for different users but the message is the same. Can you advise how we can fix this. Thanks PaulFrom Email Settings
How can I change the from email address to one that is not an Admin? I am wanting the emails to come from an email that is a general one within the company.Workflow doesent work with employes non users?
Tasts the question I did a workflow but it doest work I think it,s becouse it,s only with employes users? What i shuld select when im bulding a worklof ThanksExcel export of Attendance Monthly hours report and bad format for hours
Hello, When we export the monthly hour report for attendance, the formet for hour isn't the best format. We can't add the hours to calculate the month total without reformate these fields. And we have only the minutes, and so the total with this excel sheet isn't the same as in Zoho People which add also the seconds. Thank for your answer.How & where to Log in as administrator & performance appraisal issue?
Hi I'm a new user and would you guide me how & where to log in as Administrator? since I want to set up the performance appraisal. As I found your website information about performance module include Skill Set , Goals , Feedback , Self Appraisal and My Ratings; did all the things default in system or I need to set up by myself? thanks! HannahTimesheet from Attendance Record?
Is there a way to generate timesheets from attendance records?Need to have Attendance detail report for a manager
Hello We have a team with 2 members and a manager ; the 2 members use Attendance. The manager want to see the chech-in / check-out time of his team, on screen or with a report. We can't use Admin profile for him (the 2 admin users are used) Can you say me how param the profil ? Thank for your answerAttendance report for a manager
Hello, We have a team with 2 members and a manager. The manager want to see the check-in/check-out time of his team. The format could be day by day on the screen or with a report. He can't have admin profil (we use the 2 admin profil for other people). We have the standard edition. Thank for your answerNext 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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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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