Zoho Cliq Integration with Zoho People
Overview
The objective of this intergration is to seamlessly integrate Zoho People and Zoho Cliq. This includes employee-data such as their department, designation, attendance, seating information, etc to be accessible from Zoho Cliq, approving notifications from Zoho People directly in Zoho Cliq without the need of switching. Additionally, employees can check-in and apply for leave, view the status of their department members (check-in, remote-in, away, etc.). The integration also simplifies finding the right employees by listing department and designation when using "@mentions".
Enabling and configuring Zoho Cliq Integration (including Approvals)
Ensure that you are signed into your Zoho Accounts in both Zoho People and Zoho Cliq and follow the steps below:
- Navigate to Settings > Marketplace > Zoho and click Configure on the Cliq Integration tile
- Click on Enable Cliq Integration
- Your integration will be enabled automatically. Futhermore, approval notifications can be enabled if required, choose the corresponding services and forms to receive approvals requests directly in Zoho Cliq.
- Finally click Save
Managing approval requests from Zoho Cliq
Managers will receive a notification in Zoho Cliq via the Zoho People bot. On accessing the notification, managers will be able to Approve, Reject, Forward (if applicable). Clicking on "Access Zoho Poeple for more details" will navigate them to the request record in Zoho People.
Approver will be required to authorize by enabling Grant all permissions to Zoho People extensions in the pop-up dialgox box displayed when approving a request for the first time.
Integration Features
- Check-in and Check-out directly:
Employees can check-in and check-out from Zoho Cliq.
- Manage approvals directly from Cliq:
Managers can approve and reject requests directly in Zoho Cliq. Be sure to enable approvals for the corresponding service and form to receive approval notifications directly in Zoho Cliq. You will be required to grant access when performing an approval for the very first time.
- View employee data fetched from Zoho People directly in Zoho Cliq:
Search for any employee to view data such as their reporting to, seating location, and status directly in Zoho Cliq
- Apply leave directly:
Employees can directly apply for leave from Zoho Cliq.
- View department members attendance status from Cliq:
See which of your department members have checked-in, are yet to login and more.
- View reportee attendance timeline from Cliq:
Navigate to any reportee's profile in Zoho Cliq, click on the Attendance tab to view the timeline views.
- Find the right person with ease when using @mention:
Shows designation and department info fetched from Zoho People when using @mentions within Cliq chat. Make sure you are reaching the right person even if they have a common name.
Troubleshooting:
Having trouble with this integration? Here are two things to check:
Having trouble with this integration? Here are two things to check:
From Zoho Cliq, navigate to Profile (click user icon) > Admin Panel > Integration > Enable "Zoho People"
Additonally, navigate to Profile (click user icon) > Bots & Tools > and click Subscribe to "Zoho People bot"
Additonally, navigate to Profile (click user icon) > Bots & Tools > and click Subscribe to "Zoho People bot"
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 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?
Zoho DataPrep Resources
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
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 ...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 ...Settings in Zoho People 5.0
What can you do in settings? Settings lets you setup Zoho People to handle 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 organization, ...Zoho People Home Tab
What is Home tab in Zoho People? The Home tab is the landing page for Zoho People. The first tab that is presented is the Overview page with a quick shortcut to Check-in, see hours clocked, your reportees, and your favorites list. The main attraction ...Operations in Zoho People 5.0
What can you do in Operations? Manage your employees, 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 that data happens in ...
New to Zoho LandingPage?
Zoho LandingPage Resources