Zoho People 5.0 Administrator Guide
What is Zoho People 5.0?
Zoho People is a comprehensive cloud-based HR software that aims to streamline HR processes, enhance employee engagement, and improve workforce productivity. With this refreshing new version, Zoho People further aims to deliver an enhanced workplace journey in this ever-evolving workspace, not just for HR and managers but for all employees!
See the overview video of Zoho People 5.0 below:
See the overview video of Zoho People 5.0 below:
This guide is intended for Administrators and HR personnal who will configure the settings and manage operations in Zoho People.
Quick Navigation
Getting Started
Services
- ⬡ Leave (Time off)
Settings | Operations | User Service - ⬡ Attendance
Settings | Operations | User Service - ⬡ Shifts
Settings | Operations - ⬡ Timesheet
Settings | Operations | User Service - ⬡ Performance
Settings | Operations | User Service - ⬡ Onboarding
Settings | Operations | User Service - ⬡ Employee Engagement
Settings | Operations | User Service - ⬡ Files
Settings | Operations | User Service - ⬡ Compensation
Settings | Operations | User Service - ⬡ HR Help Desk
Settings | Glossary | User Service - ⬡ LMS
LMS Settings | Course Settings | Courses | Glossary | Operations
⬡ Reports - ⬡ Marketplace
- ⬡ Developer Space
- ⬡ Data Administration
Common Settings
- ⬡ Extending Service in Zoho People
- ⬡ Automation
Workflow | Email Alerts | Field Updates | Checklist and Tasks | Webhooks | Custom Functions | E-Sign Flow - ⬡ Templates
Email Templates | Letter Templates | Mail Merge Templates - ⬡ Setting Up Permissions
- ⬡ Setting Up Approvals
- ⬡ Adding Administrators
Service Specific Administrators | Administrators for Settings & Operations | Administrator Role Users
New in Zoho People 5.0
- ⬡ New Home Tab
My Space | Team Space | Organization Space - ⬡ New Settings
- ⬡ New Operations
- ⬡ E-Sign Templates
- ⬡ Appraisal Templates in Performance
- ⬡ Survey Templates
- ⬡ Custom Widgets
- ⬡ Compensation
- ⬡ Policy Documents
- ⬡ Career History
- ⬡ Sandbox
- ⬡ HR Process
- ⬡ Administrators for Settings & Operations
Latest Updates
- ⬡ Integration with Zoho Cliq
Handle employee requests directly from Zoho Cliq - ⬡ Integration with Zoho Payroll
Organization structure based payroll sync and view applicable employees list - ⬡ Recycle Bin
Restore deleted records easily - ⬡ Check-in and Check-out time prediciton
Automaticallly predict the check-in and check-out time of employees based on their previous attendance data - ⬡ Location tracking using Zoho People mobile app
Capture and track geographical location data of employees using the Zoho People mobile app
⬡ Employee ID generation
Define customized rules to automatically generate Employee ID numbers
⬡ Attendance based leave accrual
Credit leave based on employee attendance
⬡ Request feedback
Request feedback on your reportees from other employees in the organization
⬡ Mandatory survey - Conduct mandatory surveys to gather feedback form all employees | eNPS Survey | Engagement Survey
- ⬡ Mandatory acknowledgement
Ensure all employees read and acknowledge the document using the mandatory acknowledgement feature - ⬡ Shift patterns
- Automate the shift scheduling process for your employees using the shift pattern feature
- ⬡ Employee Engagement - User Service
- A dedicated space for employees to view and complete open surveys, view their responses, and track survey status
- ⬡ Web Tabs
- Load websites or third-party web apps within Zoho People
- ⬡ Candidate Onboarding - Multi-flow
- Create multiple candidate onboarding flows to personalize the onboarding process for new hires based on their work location and designation
- ⬡ New Employee Goal Setting Period Configuration
- Goals can be set for new employees immediately upon joining, regardless of the standard goal-setting period of your organization
Help Videos >
Employee Handbook >
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Organization Space Tab in Zoho People
What is the Organization tab? The organization tab centralizes organization-wide announcements and ensures easy access to important policies, providing employees with easy access to essential information and regulatory guidelines. It lets employees ...Settings in Zoho People 5.0
What can you do in settings? Settings lets you set up and fine-tune Zoho People to handle all your organization's HR Processes. It Includes: Setting up your organization's information in Zoho People. This includes basic details such as name, type of ...Team Space Tab in Zoho People
What is Team Space tab? The Team Space is crafted to enhance workplace collaboration, fostering closer connections among team members. Collaborate effectively and maintain connectivity with your team amidst various tasks. For managers overseeing ...My Space Tab in Zoho People
What is My Space tab? My space is an exclusive space that revolves around the employee, the user who is currently accessing Zoho People. This space has access to reminders, approvals, and all of the important data that the employee would need to act ...Zoho People Home Tab
What is the Team Space tab? The Team Space is crafted to enhance workplace collaboration, fostering closer connections among team members. Collaborate effectively and maintain connectivity with your team amidst various tasks. For managers overseeing ...
New to Zoho LandingPage?
Zoho LandingPage Resources