Zoho Cliq Integration with Zoho People

Zoho Cliq Integration with Zoho People

Overview

The objective of this integration 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 and 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:
  1. Navigate to Settings > Marketplace > Zoho and click Configure on the Cliq Integration tile.



  2. Click on Enable Cliq Integration. Your integration will be enabled automatically.
  3. Once enabled, set up your integration preferences as required:
    1. Enable Zia in the Zoho People bot in Cliq: Turn on this setting to let Zia respond to queries sent through the Zoho People bot in Cliq. When enabled, users can ask the bot HR-related questions in natural language and get instant answers from Zoho People bot channel. Learn more about Zia AI functions and use cases with sample prompts.
    2. Approval Notifications: You can also enable approval notifications if required. Select the corresponding services and forms to receive approval requests directly in Zoho Cliq.
  4. Finally click Save.



Integration Features

  1. Access People Zia via Zoho People Bot in Cliq



What can you do using People Zia in Cliq bot?

- Employee information: Retrieve employee profiles, reporting relationships, department details, work information, new joiners, birthdays, experience, and other employee data.

- Attendance: Check in/out, view attendance, check working duration, track overtime, view shifts, and check attendance history.

- Leave: Apply for leave, view or cancel leave requests, check leave balances, view holidays, manage comp-off, and handle leave approvals.

- On-duty and regularization: Raise and track regularization and on-duty requests and approve requests when the user has the required permissions.

- Timesheets: View and submit timesheets, manage time logs, start/stop timers, view projects and jobs, and get daily work-log summaries.

- LMS: Search courses, view course details, enroll employees, send reminders, and check learning and course progress.

- Performance: View goals, KRAs, competencies, skills, performance information, and review-related information. Zia can also perform actions such as creating or updating  goals and KRAs where permitted.

- Employee engagement: View pending surveys, access survey information, and generate survey reports based on permissions.

- HR Help Desk: Search FAQs, raise HR cases, view cases, update case status or priority, reply to cases, and access case/SLA reports.

- Files: File upload and file retrieval are not available when using Zia AI through the Zoho People bot in Cliq.

- Onboarding: Add, view, edit, or delete candidates; trigger onboarding and workflows; resend portal invitations; complete onboarding; reopen the onboarding portal; and view onboarding records by status.

- Natural-language HR queries: Users can ask questions conversationally rather than using specific commands, and Zia can respond based on their Zoho People permissions.
  1. Check-in and Check-out directly:
    Employees can check-in and check-out from Zoho Cliq.

  1. 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. Clicking on "Access Zoho Poeple for more details" will navigate them to the request record in Zoho People. 

  1. 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

  1. Apply leave directly:
    Employees can directly apply for leave from Zoho Cliq.

  1. View department members attendance status from Cliq:
    See which of your department members have checked-in, are yet to login and more.

  1. 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.

  1. 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.
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Troubleshooting:
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" 
Additionally, navigate to Profile (click user icon) > Bots & Tools > and click Subscribe to "Zoho People bot"