What is General remote work policy?

If the Office In and Remote In settings are enabled in Attendance methods, the General Remote Work Policy will automatically apply to all employees in your organization, unless a specific remote work policy is created for them.

To configure the remote work policy in Zoho People, ensure that the Office In and Remote In settings are enabled under Attendance Methods. For more information, refer to Enable attendance Methods.

1. Navigate to Settings > Attendance > Configuration > Remote Work Policy.
   
2. Click Add Remote Work Policy.
   
   
   
3. Enter the Policy name.
   
4. Select the Limit remote work days checkbox if you want to limit the remote work days per week or month for your employees.
   

   

   If not selected, employees can take any number of remote work days with approval (if configured).

   

   
   

   
   
5. If Limit remote work days is selected, choose the period:
   Week: Limit the number of remote work days per week.
   Month: Limit the number of remote work days per month.
6. Enter the total allowed days per week or month based on your period selection.
   
7. Select any of the following approval settings as required
1. Approval required: Employees must obtain approval before taking remote work days.
   
2. No approval required: Employees can take remote work days without any approval.
   
3. Requires approval if exceeding the total allowed days: Approval is needed only when an employee tries to take more remote work days than the allowed limit.
   
   

   To configure approval workflow for remote work policy, refer to Approvals - Overview & Use Cases
8. Select Automatically raise request when a user tries to punch in remotely to automatically submit a remote work request whenever an employee checks in remotely.
9. Select Make reason mandatory for remote work request to require employees to provide a reason whenever they submit a remote work request.
   
   
10. Select the applicability. You can apply it to all users or to specific users based on Location, Department, Designation, Roles, or specific employees.
    
    

    If an employee is eligible for multiple remote work policies, the policy with the highest permitted remote work days will apply, other than the General Policy.
    

Raise a remote work request

Employees can raise a remote work request in Attendance (left-side tab) > My Data > Remote Work Requests or through check-in based on setting.

To manage remote work request for a reportee or team member, navigate to the Team tab. Only users with the appropriate permissions can submit and approve remote work requests.

1. Click Add Request.
   
   
   
   
2. Select the Period.
   You can view the applicable remote policy at the right side of the page. Remote work request cannot be raised beyond this limit and check-in will be restricted.
3. Enter the Reason.
4. Click Submit.
   

Auto raise remote work request on Check-In

Approve remote work request

1. Navigate to Attendance > Team > Remote Work Requests tab.
   
2. Click on the request.
   
   
   
3. Click Approve.
   Alternatively, approvers can approve requests from the Approvals tab in My Space.
   
   

Manage remote work requests

Administrators can manage the remote work request for the entire organization in Operations > Attendance > Remote Work Requests.