Files
Organization Files Expiry Reminder
Automation in Files lets you set up reminders to notify administrators about upcoming organization file expiries, helping prevent access loss and ensure timely review, renewal, or replacement of important organization documents. Set organization ...
U.S. Forms (I-9, W-4, W-9) Zoho People - E-Sign Templates
Forms I-9, W-4, and W-9 are required U.S. employment and tax documents used to verify work eligibility and collect tax information for accurate payroll and reporting. In Zoho People, these forms are available as system templates that employees can ...
File Consent: Opt-In & Opt-Out
File Consent Feature - Employee Consent Management for Organization Files What is the file consent feature in Zoho People? The file consent feature in Zoho People allows organizations to mandate consent for important documents. It enables ...
E-Sign - Recall Document or Extend E-Signature Deadline
You can recall documents that are sent for e-signature by mistake or extend the e-signature deadline for documents that are sent for signature or expired. This multi-select and update feature is only supported with Zoho Sign integration. For other ...
E-Signing a Document From Email
All documents that administrators send for e-signature are delivered via email. Recipients can open their email inbox to sign the document. Upon signing, the recipient can immediately download the e-signed document. Additionally, a copy of the ...
Status of the E-Sign Documents
Administrators can find all the documents sent for e-signature in the E-Sign Documents tab, where they can track the e-sign status of the documents and download the signed documents. Documents sent for e-sign from Organization Files, Employee Files, ...
Sending E-sign Documents from a Form
Some HR documents, like probation confirmation letters or experience certificates, are specific to individual employees. You can store these documents in each employee's form in Zoho People or create customizable templates to send them for ...
Actions in Employee Files
You can perform following operations in Employee Files: Send for signature Import Files Export Files Edit / Delete File Send for Signature You can send files specific to employees and get them signed from them. Go to Operations > View all > Files > ...
Document Acknowledgement
The Document Acknowledgment feature allows employees to acknowledge receipt of documents that are shared with them, providing confirmation that the document has been delivered to and reviewed by the intended recipient. This feature is particularly ...
Personal Uploads
This space is exclusively for employees' documents. The personal uploads can be accessed only by employees. Admins do not have access to employees personal files. An organization is given 1 GB of personal upload space. This space is divided amongst ...
Files Service - Employee View
Files service for your employees is an exclusive space for them to view, add, and manage their personal files. They can view the files that are shared with them, with their role, or entire organization. Additionally, they can acknowledge files for ...
E Signature - DocuSign
Integrating with DocuSign DocuSign provides electronic signature technology and Digital Transaction Management services for facilitating electronic exchanges of contracts and signed documents. You can integrate only one e-sign platform with Zoho ...
E Signature - Adobe Sign
Integrating with Adobe Sign Follow the steps given below to integrate with Adobe Sign. You can integrate only one e-sign platform with Zoho People at a time. To switch to a new e-sign platform, you must revoke the existing integration and configure ...
Folders
In the Files service, the Folders tab allows you to create folders that work like tags when uploading files. Once tagged, files are automatically organized and shown under the corresponding folders in the Folders view. All administrators, including ...
HR Forms and Templates
What are HR Forms and Template? HR forms in Zoho People are statutory forms that are created by a government that serve as a model or a free form to be used. They usually meet all legal requirements and can be used without any textual changes. Zoho ...
Employee Files
Any HR person would have to deal with a lot of sensitive files that contain crucial information regarding employees. Such documents containing sensitive information and files specific to employees can be stored under Employee Files with increased ...
Actions in Organization Files
You can perform following operations in Organanization Files: Copy file URL View Acknowledgement Setup / Edit Signature template Send for signature View Signature Report Edit file Delete file Copy / Move Files Export Files To do the above operational ...
Organizational Files
Organization files are common files that are shared throughout the organization based on organization entities and locations. Generic documents like company handbooks, leave policies, code of conduct folios, legal and compliance documents can be ...
Files - Operations
Overview Operations in files is an administrator space where they can add and manage Organizational Files, Employee Files, HR Forms and Templates, and Folders. Additionally, administrators can send files for E-Sign through integration with E-Sign ...
Files - Settings
Overview File service settings allow you to configure how the file service is accessed and managed in Zoho People. You can define who can access employee files, personal uploads, team files, reportees' files, and organizational files. Additionally, ...
Files Service Overview
What is File Service in Zoho People? The Files service in Zoho People is a centralized repository for storing and accessing your organization's files. You can send documents for e-signing and manage all e-signed documents in one place. Additionally, ...
Sending a Document for e-Signing
E-Sign Documents To send a document for e-signature: 1. From your home page go to Operations > Files > E-Sign Documents. 2. Click on Send for signature. You can also send any e-signature templates created in the organization files by clicking the ...
E Signature - Zoho Sign
Integrating with Zoho Sign gives you the advantage of using e-signatures to complete many HR processes smoothly without having to waste time or resources for document signing. Onboarding processes that include signing of documents such as offer ...
E-Sign Application Integrations
E-Sign in Zoho People is an online signature process that enables you to send files requiring acknowledgment and signatures from employees. It ensures security, accuracy, and verification of signatory identity, facilitating seamless and reliable ...
E-Signature Templates
E-Sign templates provide pre-designed formats or layouts tailored for capturing electronic signatures using Zoho Sign. Customize your E-Sign templates according to your organizational needs and easily select the appropriate ones to send to employees ...
E-Sign Documents
What is E-Sign Documents in Zoho People? E-Sign Documents is an online signature process in Zoho People that allows you to send files requiring acknowledgement and signatures from your employees. This ensures security and accuracy in the signing ...