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 - ⬡ Cases
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 >
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