Common Settings
Summary Fields in Form
What are Summary Fields in Zoho People? Summary fields are certain fields in a form that are identified as key fields (important fields), thereby allowing a viewer to summarize what the form or record is all about without having to view all fields. ...
Workflow Logs
What are Workflow logs in Zoho People? Workflow logs in Zoho People record the execution details of all initiated workflows, including their statuses. These logs are organized by date within the settings page of supported services. The purpose of ...
Workflow Automation - Zoho People
What is a Workflow in Zoho People? Automate your HR process and operation through Zoho People Workflow. Creating workflows for a services helps you to eliminate most of the manual HR tasks, boost efficiency, and save your time. Benefits of Workflow ...
Checklist and Tasks Automation - Zoho People
What are Checklist and Task in Zoho People? Checklists are structured lists of tasks that can be created for a form to ensure HR processes related to the form are completed consistently and efficiently. In Zoho People, you can create a checklist for ...
Email Alerts Automation - Zoho People
What are Email Alerts in Zoho People? Email alerts in automation are predefined email notifications triggered by specific actions or events within a workflow. These alerts are used to keep users informed, provide updates, or request actions based on ...
Field Updates Automation - Zoho People
What is a Field Update in Zoho People? Use Field updates to automate the process of updating field values in records when a corresponding workflow rule is activated. This removes the need for manual data entry in related forms, saving time and ...
Webhooks Automation - Zoho People
What is a webhook? A webhook in Zoho People is a method for automating real-time data transfer or notifications from Zoho People to third-party applications based on specific events that occur in Zoho People. Webhooks enable instant communication by ...
Custom Functions Automation - Zoho People
What is a Custom Function? Custom functions in Zoho People help simplify complex, multi-step actions through program scripts that you can write and execute. Custom functions helps in workflow automation where procedural logic is required, which ...
Mail Merge Template - Zoho People
Mail merge templates in Zoho People are used to create and send personalized documents to your employees. This feature is useful when you need to send standard documents to multiple employees in your organization. The templates include letter content ...
Letter Templates
Letter templates are pre-written, customizable formats that can be created for various needs within your organization, such as Bonafide Letters, Confirmation Letters, Offer Letters, etc. Much like email templates, letter templates save time and ...
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 ...
Templates
In Zoho People, templates simplify the process of sending notification emails, official letters, and documents to your employees by allowing you to use pre-designed and reusable layouts. These templates include fixed content, standard phrases, and ...
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 - Zoho People
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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