Setting up Pay Period in Zoho People | Administrator Guide | Help | Zoho People 5.0

Setting up Pay Period in Zoho People

What is meant by "Pay Period" in Zoho People?

In Zoho People, a pay period refers to a predefined timeframe during which employee work hours are tracked, payroll processes are automated, and reports are generated to ensure timely and accurate payment to employees.

Watch our help video on pay period configuration:


Setup Process (Administrators)

Info
Pay Period can be configured from three places in Zoho People. Navigate to Settings > Leave / Attendance / Timesheet > Pay Period (under Configuration).

Click on Add Pay Period to setup a pay period for your organization (you can click an existing pay period from the list to edit). 



Multiple pay periods can be added based on different locations and employment type. These settings can be configured based on how your organization operates.
  1. Pay Period Cycle: Select between monthly, weekly, biweekly, and half-monthly. Here, you specify the cycle of your pay period. 
  2. End day: Select the end date of the pay period. The "Start day" will be auto-filled based on the date you have selected here.
    For example, if the "End day" is selected as 25th July, then 26th of the previous month will be the start day of the pay period. (So in this example, the pay period will be from 26-June-2024 00:00 AM - to 25-July-2024 11:59PM)
  3. Payroll processing day: Select the exact day on which the payroll is to be processed.
    For example, if the "Payroll processing day" is selected as July 27th of July. Then payroll will be processed on 27-July-2024 at 11:59PM.
  4. Payroll report generation day: Select when the payroll report is to be generated.
    For example, if "last" is selected, the payroll will be processed on 31st-July-2024 at 00:00 AM.
  5. Process leave encashment: Enable this option if your organization encashes the employee for their remaining paid leave balance.
  6. Auto Approve/Auto Reject pending approval requests: Choose if you want to approve/reject any pending approval requests, such as leave or timesheet requests. For example, when you select "Auto Reject," any leave requests that are yet to be approved will be rejected, and the leave balance will be reverted. This will ensure accurate payroll processing (for the number of days worked/paid leave not taken).
  7. Automatically convert absences to leave: Use this option if you want to automatically use the available employee's leave balance to convert existing absence records to approved leave. Leave balance taken will follow the order (top-to-bottom) configured here. Note: No approval will be triggered for this process. An indication will be displayed for system added leave).
  8. Lock: Enable to prevent changes to records after the payroll processing day (in the above example, no changes will be allowed post 27-July-2024).
  9. Applicable to: You can configure pay period based on employee role, work location, and employment type.
Idea
If an employee is eligible for role-based, location-based, and employment type–based pay period settings, the system will follow this order of priority: Employment based type > Location based type > Role based type.
Notes
NOTE
In Zoho People 5.0, pay period settings define the cycle (e.g., monthly, bi-weekly) for which employee work hours, attendance, and leave data are tracked. These settings directly feed into payroll processing, ensuring accurate salary calculations based on the defined timeframes.

Payroll processing software uses this structured data to compute pay, taxes, and deductions. The payroll report generation acts as the final checkpoint—it consolidates all relevant inputs (attendance, pay period data, etc.) into a comprehensive summary, helping HR verify and finalize payouts before transferring data to payroll platforms like Zoho Payroll or external systems.

Click the links below to learn more about the corresponding payroll processing integrations:


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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 CRM Training
            Redefine the way you work
            with Zoho Workplace

              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 CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            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.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now










                                                                                                                            • Related Articles

                                                                                                                            • 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 ...
                                                                                                                            • Zoho People 5.0 - What has changed?

                                                                                                                              Changes in Home tab and Self Service Zoho People 4.0 Zoho People 5.0 Landing page is Home > Dashboard Self Service page: New Landing page is Home > My Space > Overview (Replacement for Self service in Zoho People 4.0 with additional features). ...
                                                                                                                            • 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 ...
                                                                                                                            • Operations in Zoho People 5.0

                                                                                                                              What can you do in Operations in Zoho People? Manage your employees and organization, and perform day-to-day HR processes in operations. For example, while setting up policies is performed in settings, viewing relevant data, modifying, or updating ...
                                                                                                                            • 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 ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources