Zoho People Integration | Online Help | Zoho BugTracker

Zoho People Integration

Planning work can be tricky when people take vacation time. It is important to know if resources are available to work on bugs. Our Zoho People integration does just that.

Benefits:

  • Find out if users are available to take up work when submitting bugs.
  • Balance workload from the resource utilization chart based on their availability.
  • Apply for time-off from the calendar module.
  • Approve or reject leaves keeping project requirements in mind.
Feature Availability: Premium plan

Configure Zoho People integration

You will need to configure Zoho People integration before you start viewing time-off requests.

  1. Click  in the top navigation band.
  2. Navigate to Marketplace > All Apps.
  3. Search for Zoho People for Zoho BugTracker.
  4. Click Install.
  5. Accept the Term of Service and Privacy Policy and click Install.
  6. Select the Zoho People organization from the Org Name drop-down.
  7. Select the earliest date to sync leaves under the Sync Leaves From field. We support data up to the last 5 years.

  8. Click Configure.
  9. Enable the desired user sync under configuration tab.
    1. Sync employee ID from Zoho People:  Enable it to display the employee ID of each user beside their name.
    2. Sync users from Zoho BugTracker to Zoho People:  Enable it to access the time off module from Zoho BugTracker. Users except the admins and those in free plan can be deactivated from Zoho BugTracker.
    3. Sync new or activated users from Zoho People to Zoho BugTracker:  Enable it to add users in Zoho BugTracker until the limit gets exceeded. The default role of all the users is "Employee".
    4. Deactivate the inactive users of Zoho People in Zoho BugTracker:  Enable it to deactivate the Zoho People's inactive users except portal owners. 
  10. Click Import Users
  11. Select the users to import and then click Import Now.

View User Availability When Adding Bugs

  1. Navigate to a project.
  2. Click on Bugs in the top navigation panel.
  3. Click Submit Bug.
  4. Click on the calendar in Due Date field.
  5. Hover over a date to view the time-off details.

Apply For Time-Off

Users can apply for time-off from the Calendar module, User Profile page, and Activity Stream.

Apply from Calendar

  1. Click on Calendar in the left navigation panel.
  2. Select any date to view the Calendar Activity.
  3. Select Time-Off.
  4. Enter your details and click Save.
    • Your Manager/Lead will receive a notification after you apply for leave. Leave request will also be pushed to their Feed. 

Apply from Setup

  1. Navigate to > Personal Preferences > Profile.
  2. Click Apply Leave.
  3. Enter the details and click Save

Apply from Activity Stream

  1. Navigate to Feed  > Activity Stream.
  2. Click on your profile.
  3. Click Apply Leave.
  4. Enter the details and click Save

View Skill Set

View user skill set from Zoho BugTracker.

  1. Navigate to user profile.
    • This can be accessed by clicking on user profile picture from stream or feeds.
    • You can also navigate to User tab in the project or  > Manage Users > Portal Users and click on their profile picture.
  2. View user skills from the details page. 
Skills can also be viewed from feeds and resource utilization chart. Hover over the user name or profile image and see the details.

Calendar View

View time-offs from your calendar.

  1. Click Calendar on the left navigation panel.
  2. View time-off details on the calendar.
  3. Click +1 more if there are multiple entries on the date.
  4. Hover over the name to view more details about the leave.

Approve or Reject Leaves

Managers/Leads can view, approve, or reject leaves from the Home dashboard. The My Approval widget also lets you approve or reject leaves in bulk.

  1. Navigate to Home > My Approvals
  2. Hover over leave requests to see Approve and Reject options.
  3. Select multiple entries to view bulk Approve and Reject options.
    1. Users will receive notification when a leave is approved or rejected.
    2. Information will also be pushed to their Feed.

Sync Projects and Timesheets

Enable the integration from Zoho People to let Zoho BugTracker automatically syncs approved timesheets at scheduled intervals. Zoho People also allows you to import projects and timesheets from Zoho BugTracker. You can also push approved time logs from Zoho People to Zoho BugTracker.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Zoho Desk Integration

                                                                                                          Zoho Desk integration with Zoho BugTracker allows you to submit tickets as bugs from Zoho Desk. Prerequisite: Subscribe to the Premium plan of Zoho BugTracker and a paid plan of Zoho Desk. Activate Zoho BugTracker integration under Setup > ...
                                                                                                        • Zoho Sprints Integration

                                                                                                          Make your BugTracker Projects, Bugs and Timesheets agile by integrating it with Zoho Sprints. You can submit Bugs and view them in Zoho Sprints. Similarly, you can create sprints and track them directly from the BugTracker dashboard. Zoho Sprints ...
                                                                                                        • Zoho Expense Integration

                                                                                                          Zoho Expense integration lets you track and manage project related day-to-day expenses of your employees. Benefits: Track expenses using Expense reports. View expense along with the actual cost and compare it with the project budget. Expenses need to ...
                                                                                                        • Zoho Invoice Integration

                                                                                                          You can invoice time logs and record expenses for all your projects by integrating Zoho BugTracker with Invoice and Books. You can save an invoice as a draft to be edited later. If the invoice crosses its due date, the status changes to Overdue ...
                                                                                                        • Zoho Analytics Integration

                                                                                                          The Zoho BugTracker Advanced Analytics powered by Zoho Analytics, our online reporting & business intelligence service, allows you to slice and dice your projects data. Packed with 50+ ready made reports and dashboards that assist you in tracking and ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

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



                                                                                                            eBooks

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



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources