Common Settings
Email Templates
Email templates are pre-written, customizable formats that help save time and maintain consistency, especially when you need to send similar emails frequently. These templates typically include placeholders where you can insert personalized details ...
Data Masking in Form Fields
What is Data Masking feature? Data masking conceals sensitive information by replacing it with asterisks. This feature is available across various fields and forms. The purpose is to protect sensitive information from unauthorized viewing by anyone ...
Geo Restrictions
What is the Geo Restriction feature in Zoho People? The Geo Restriction feature in Zoho People allows administrators to control where employees can mark their attendance, start or end timesheet timers, access files by limiting access to physical ...
IP Restrictions
What is the IP Restrictions feature in Zoho People? The IP Restriction feature in Zoho People allows administrators to control where employees can mark their attendance, start or end timesheet timers, access files by limiting access to an IP range. ...
E-Sign Flow - Automation
Automate the digital signing of letters by integrating E-Sign Flow into your workflows. Create an e-signature template in Zoho People and map it to the workflow to effortlessly send letters or documents and obtain signatures from the required ...
FAQ - E-Sign not Triggered through Workflow Actions
If an E-Sign action is not triggered when performing Workflow trigger actions in a form record, ensure that the following steps are configured correctly. For E-Sign action triggers via workflow actions, Zoho Sign integration with Zoho People is ...
Approvals - Overview & Use Cases
What is the approvals feature in Zoho People? Approvals refer to the defined process of handling consent for specific requests or official work. It usually involves managers and other members of the hierarchy to grant approval for requests from ...
Automation - Overview & Use Cases
What is automation in Zoho People? Automation in Zoho People helps in streamlining HR processes, reducing manual effort, and enhancing efficiency. Through automated workflows, mail alerts, checklists, and custom functions, it eliminates redundancy, ...
Setting up permissions in Zoho People
What is permissions management in Zoho People? In Zoho People, you can configure permissions at a macro level. This ensures data security by allowing access only to intended roles or users. The Super Administrator has access to view and edit all data ...
Assigning an Administrator for services in Zoho People
What is the purpose of this feature? This feature lets you assign any employee as an administrator for a selected service. The benefits include: Rather than a single administrator managing data and settings across all services, assigning different ...
Extending a service in Zoho People
What do we mean by Extend Service in Zoho People? The Extend Service tab within the settings pages of various services allows for extending the default capabilities of a service. Each organization is unique and may come with its own set of ...

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