Zoho People 5.0 Administrator Guide | Zoho People Help

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:



Alert
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

    1. Leave (Time off) 
          Settings | Operations | User Service 

    2. Attendance 
          Settings | Operations | User Service 
    3. ⬡ Shifts
          Settings | Operations 
    4. Timesheet
          Settings | Operations | User Service 
    5. Performance
          Settings | Operations | User Service 
    6. Onboarding
          Settings | Operations | User Service 
    7. Employee Engagement
          Settings | Operations | User Service 
    8. Files
          Settings | Operations | User Service 
    9. Compensation
          Settings | Operations | User Service 
    10. ⬡ HR Help Desk
          Settings | Glossary | User Service 
    11. LMS
          LMS Settings | Course Settings | Courses | Glossary Operations
      ⬡ Reports
    12. ⬡ Marketplace
    13. ⬡ Developer Space
    14. ⬡ Data Administration

    Common Settings

    1. Extending Service in Zoho People
    2. Automation
          Workflow | Email Alerts | Field Updates | Checklist and Tasks | Webhooks | Custom Functions | E-Sign Flow
    3. ⬡ Templates
          Email Templates | Letter Templates | Mail Merge Templates
    4. ⬡ Setting Up Permissions 
    5. Setting Up Approvals
    6. Adding Administrators
          Service Specific Administrators | Administrators for Settings & Operations | Administrator Role Users

    New in Zoho People 5.0

      1. ⬡ New Home Tab
            My Space | Team Space | Organization Space
      2. ⬡ New Settings
      3. ⬡ New Operations
      4. ⬡ E-Sign Templates
      5. ⬡ Appraisal Templates in Performance
      6. ⬡ Survey Templates
      7. ⬡ Custom Widgets
      8. ⬡ Compensation
      9. ⬡ Policy Documents
      10. ⬡ Career History
      11. ⬡ Sandbox 
      12. ⬡ HR Process
      13. ⬡ Administrators for Settings & Operations

      Latest Updates

      1. ⬡ Integration with Zoho Cliq 
        Handle employee requests directly from Zoho Cliq
      2. ⬡ Integration with Zoho Payroll
        Organization structure based payroll sync and view applicable employees list 
      3. ⬡ Recycle Bin
        Restore deleted records easily
      4. ⬡ Check-in and Check-out time prediciton
        Automaticallly predict the check-in and check-out time of employees based on their previous attendance data
      5. ⬡ 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 
      6. Conduct mandatory surveys to gather feedback form all employees | eNPS Survey | Engagement Survey
      7. ⬡ Mandatory acknowledgement
        Ensure all employees read and acknowledge the document using the mandatory acknowledgement feature
      8. ⬡ Shift patterns 
      9. Automate the shift scheduling process for your employees using the shift pattern feature
      10. ⬡ Employee Engagement - User Service 
      11. A dedicated space for employees to view and complete open surveys, view their responses, and track survey status
      12. ⬡ Web Tabs 
      13. Load websites or third-party web apps within Zoho People
      14. ⬡ Candidate Onboarding - Multi-flow 
      15. Create multiple candidate onboarding flows to personalize the onboarding process for new hires based on their work location and designation
      16. ⬡ New Employee Goal Setting Period Configuration 
      17. 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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